<p>Ready to take on a high-impact leadership role in commercial real estate finance? We’re looking for a hands-on, strategic <strong>Director of Portfolio Management</strong> to help lead a growing portfolio of performing CRE loans while mentoring talent, strengthening borrower relationships, and helping shape best-in-class portfolio management practices.</p><p>This role is ideal for a strong real estate finance Director of Portfolio Managment professional who enjoys being both <strong>in the details and at the table</strong>—someone who can assess asset-level performance, spot risk early, navigate borrower requests and modifications, and turn portfolio insights into smart, timely action. You’ll work closely with senior leadership and key internal partners across originations, underwriting, servicing, legal, and loan operations.</p><p>Beyond portfolio oversight, this is a chance to make a real mark by improving reporting, streamlining processes, and bringing a forward-thinking approach to technology, automation, and team development.</p><p><strong>What we’re looking for:</strong></p><ul><li>8+ years in commercial real estate lending, credit, portfolio management, asset management, or related experience</li><li>Direct experience managing a performing CRE portfolio</li><li>Strong borrower-facing, credit, and negotiation skills</li><li>Exposure to modifications, restructurings, troubled credits, or lender remedies</li><li>Experience mentoring and managing junior professionals</li><li>A proactive, analytical, and solutions-oriented mindset</li></ul><p>If you’re looking for a visible leadership opportunity where you can influence the portfolio, the team, and the platform, this is a compelling next step. Fantastic culture and great office location. Comp range is 175K-225K in base + bonus + full benefits. 4 days/week in the office in Montgomery County. To apply to this role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn. </p>
<p>Our client a DC metro based private family foundation is looking for a Controller/Director of Finance. This is an exciting opportunity for a senior finance leader to oversee all finance and accounting functions across a complex, multi-entity organization. This role is responsible for ensuring the accuracy and integrity of financial operations, reporting, treasury, internal controls, and systems optimization while serving as a key partner to executive leadership. The position will provide critical support through financial reporting, budgeting, cash flow and liquidity analysis, modeling, strategic planning, risk assessment, and process improvement initiatives. This individual will play a highly visible role in helping leadership understand the organization’s financial position, improve operational effectiveness, and support long-term decision-making.</p><p>Key Responsibilities</p><ul><li>Lead finance and accounting operations across multiple entities.</li><li>Oversee financial reporting, month-end/year-end close, and accounting processes.</li><li>Ensure accuracy and integrity of financial data, reconciliations, and supporting schedules.</li><li>Prepare executive-level reporting, including budgets, cash flow, liquidity, and spending analysis.</li><li>Provide financial modeling, forecasting, scenario analysis, and long-range planning support.</li><li>Manage treasury operations, cash management, banking relationships, and liquidity planning.</li><li>Oversee preparation, reconciliation, and review of financial information supporting the Annual Report, Form 990 filings, and internal reporting requirements.</li><li>Oversee accounting policy application, financial reporting structure, and complex accounting treatment across entities and transactions.</li><li>Strengthen internal controls, governance, compliance, and risk management processes.</li><li>Drive financial systems improvements, automation, and process optimization.</li><li>Oversee system integration and reporting workflows across finance platforms.</li><li>Lead, mentor, and develop the accounting team while ensuring accountability and execution.</li><li>Partner with senior leadership, external advisors, consultants, and financial institutions.</li><li>Support special projects and strategic initiatives as needed.</li></ul><p>Qualifications</p><ul><li>Bachelor’s degree in Accounting or Finance required; CPA strongly preferred, MBA preferred.</li><li>10+ years of progressive finance and accounting experience, including senior leadership.</li><li>Strong U.S. GAAP knowledge and experience with financial reporting, budgeting, and forecasting.</li><li>Broad expertise across accounting, treasury, investments, tax, internal controls, and analytics.</li><li>Strong business acumen with both strategic and hands-on leadership capability.</li><li>Ability to tailor reporting and presentations to executive preferences.</li><li>Experience partnering with outside accounting firms on tax and reporting matters.</li><li>Strong Excel skills required; Intacct, Nexonia, and Bill.com experience preferred.</li><li>Nonprofit and grant accounting experience extremely helpful but not required.</li><li>Strong supervisory, collaborative, and adaptable leadership style.</li></ul><p>Comp range is 175K-200K (no bonus) + strong benefits including paying full for HC for you and your entire family. To apply to this Controller/Director of Finance role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.</p>
We are looking for an experienced Grants Director to support a non-profit organization in Washington, District of Columbia. This Long-term Contract position will lead the administration of grant and contract activity across government, foundation, federal, and private funding sources. The ideal candidate will bring strong oversight capabilities, compliance knowledge, and the ability to manage complex funding relationships in a mission-driven environment.<br><br>Responsibilities:<br>• Direct the full lifecycle of grants and contracts, from review and setup through monitoring, reporting, and closeout.<br>• Oversee compliance with funding requirements across federal, government, foundation, and private awards.<br>• Develop and maintain internal processes that strengthen grant administration, documentation, and contract controls.<br>• Partner with program, finance, and leadership teams to align funding activity with organizational goals and award conditions.<br>• Monitor deliverables, deadlines, and reporting obligations to ensure timely and accurate submission to funders.<br>• Interpret contract terms and grant guidelines, including FAR-related provisions when applicable, and advise stakeholders on requirements.<br>• Track funding performance and identify risks related to budget usage, compliance exposure, or contractual obligations.<br>• Support audits, funder reviews, and internal assessments by maintaining organized records and responding to information requests.
<p> </p><p>Our client, a prestigious and well-established nonprofit organization, is seeking a Director of FP&A (Financial Planning & Analysis) to lead enterprise-wide budgeting, forecasting, financial modeling, performance reporting, and decision support. This senior finance leader will partner closely with the CFO, Controller, and business unit leaders to translate strategic priorities into actionable financial plans and executive-ready reporting. This role is ideal for a hands-on leader who can operate strategically while improving planning processes, enhancing reporting capabilities, and driving financial discipline across the organization. The Director will play a key role in strengthening enterprise planning, KPI visibility, and the use of business intelligence, while gaining significant exposure to executive leadership.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the annual budgeting process, including operating and capital planning, assumptions, templates, timelines, and executive presentation materials</li><li>Develop and manage monthly and quarterly forecasts incorporating actuals, staffing changes, program activity, pipeline trends, and business risks</li><li>Build rolling forecasts, scenario models, sensitivity analyses, and multi-year financial plans to support strategic decision-making</li><li>Partner with the CFO, Controller, HR, and business leaders on headcount planning, compensation assumptions, and resource allocation</li><li>Perform budget-to-forecast analysis and communicate shifts in outlook, assumptions, and financial needs</li><li>Improve planning oversight through better documentation, approval workflows, version control, and assumptions tracking</li><li>Produce consolidated planning summaries highlighting enterprise trends, risks, cross-functional dependencies, and recommended actions</li><li>Support cash flow forecasting, liquidity planning, and treasury-related analysis</li><li>Develop KPI dashboards, scorecards, flash reports, and monthly management reporting packages</li><li>Prepare executive-level reporting on budget performance, forecast updates, prior-year trends, and emerging risks</li><li>Deliver variance analysis and actionable insights for senior leadership and board audiences</li><li>Optimize the organization’s financial planning platform, including models, workflows, templates, and reporting outputs</li><li>Leverage automation, analytics, and AI-enabled tools to improve forecasting, reporting, and efficiency</li><li>Partner cross-functionally to improve integrations across planning, ERP, CRM, payroll, and expense systems</li><li>Build strong partnerships with business leaders to strengthen budget ownership, forecasting accountability, and financial acumen</li><li>Lead, coach, and develop FP&A and performance team members</li></ul><p>Compensation is based on skills, experience, training, knowledge, licensure, certifications, and other business needs. Our client offers medical coverage and a robust overall benefits package. </p><p><br></p><p>Please submit your resume in confidence to <strong>Raj Khanna, Senior Vice President at Robert Half</strong>, for immediate consideration or for one of our other active opportunities in the Washington Metro area.</p><p> </p><p> </p>
We are looking for a Portfolio Manager to join a private wealth management firm in Maryland. In this role, you will partner with senior leadership and advisors to support investment analysis, portfolio oversight, client communications, and business development efforts. This opportunity is well suited for a finance specialist who combines strong market knowledge with strong presentation skills and a client-focused mindset.<br><br>Responsibilities:<br>• Collaborate with wealth advisors and firm leadership to assess client portfolios and support investment decisions aligned with client objectives.<br>• Oversee day-to-day portfolio activity, including trade coordination, rebalancing, reinvestment of proceeds, cash movements, and tax-loss harvesting considerations.<br>• Develop clear, effective presentation materials and portfolio reviews for client meetings, internal discussions, and prospective client conversations.<br>• Build financial models and reporting tools in Excel to evaluate investment performance, allocations, and planning scenarios.<br>• Contribute to new business initiatives by preparing materials for prospects and supporting advisor outreach efforts.<br>• Communicate effectively with clients, advisors, and internal stakeholders to address questions and provide timely portfolio-related updates.<br>• Apply knowledge of public market strategies, alternative investments, and financial planning concepts to support portfolio recommendations and client servicing.
We are looking for an experienced Director of Accounting to lead financial operations and provide strong analytical guidance for a community-based organization. This role is responsible for overseeing core accounting functions, ensuring accurate reporting, and maintaining compliance with applicable standards and regulatory requirements. The ideal candidate brings strategic judgment, deep technical accounting knowledge, and the ability to strengthen processes, controls, and cross-functional financial support.<br><br>Responsibilities:<br>• Lead accounting operations by making sound financial decisions and applying detail-oriented judgment across complex, non-routine matters.<br>• Produce interim financial statements and deliver meaningful analysis on operational and financial results for leadership review.<br>• Oversee the general ledger, supporting records, and month-end close activities to ensure accuracy, completeness, and timely reconciliation.<br>• Manage deferred revenue activity, including entrance fee schedules, and monitor debt obligations through accurate tracking and required reporting.<br>• Prepare payroll tax filings, state property tax submissions, and coordinate external support for federal tax return completion.<br>• Provide guidance and backup support for accounts receivable, accounts payable, and payroll processing as needed.<br>• Develop, revise, and maintain accounting policies, procedures, and internal control practices to support compliance and operational consistency.<br>• Direct internal audit activity and serve as the primary lead for the annual financial statement audit and annual operating budget process.<br>• Administer commercial insurance matters, oversee Medicare cost report preparation or coordination, and handle additional financial services duties in support of organizational goals.
<p> </p><p>Our client, an established and well known non-profit organization in the Arlington, Virginia area is seeking an experienced Director of Accounting to lead core accounting operations and oversee financial reporting activities within a complex organizational environment. This position will be responsible for accurate financial reporting, maintaining compliance with applicable accounting standards and regulatory requirements, and leading a small team of accounting professionals covering accounting operations and accounts payable. The ideal candidate will bring a strong technical accounting background, sound leadership skills, and the ability to operate effectively in a collaborative, evolving setting.</p><p> </p><p>Key Responsibilities</p><ul><li>Provide leadership for day-to-day accounting operations, including oversight of the general ledger and accounts payable</li><li>Direct monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting</li><li>Prepare financial statements, cash flow reporting, debt ratio analysis, and other financial reporting for leadership</li><li>Maintain compliance with GAAP and other applicable regulatory and institutional requirements</li><li>Develop, enhance, and enforce accounting policies, procedures, and internal controls</li><li>Oversee lease billing activity and debt-related payment processes for short- and long-term obligations</li><li>Manage accounts payable operations, including payment approvals and budgetary review support</li><li>Ensure bank accounts are reconciled accurately and on schedule</li><li>Coordinate tax filings, capital asset reporting, and debt-related schedules</li><li>Supervise, mentor, and develop accounting staff while fostering accountability and continuous improvement</li><li>Partner with leadership on process enhancements and other finance-related initiatives</li></ul><p>Your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. </p><p>Our client offers medical benefits as part of their overall compensation package in addition to other robust benefits.</p><p> </p><p>Please submit your resume in confidence to Raj Khanna, Senior Vice President at Robert Half for immediate consideration for this or one of our other active career opportunities in the Washington Metro area.</p><p> </p><p><br></p><p> </p>