Job Description

About the Company: LiveWell Group (LWG)

LiveWell Group (LWG) is a vertically integrated real estate development and property management company dedicated to exemplifying a new model for middle-market rental homes centered on community, wellness, and sustainability. Our mission is to develop healthy and vibrant rental communities that make living easy and allow residents to pursue wellness their way. With approximately $175,000,000 in assets under management and a team of roughly 50 passionate individuals, LWG is committed to building meaningful communities and helping people LiveWell. Our integrated business lines – LiveWell Brokerage, LiveWell Construction, LiveWell Communities, and LiveWell Energy – work collaboratively to create exceptional living experiences for our residents and drive sustainable growth for the company. We are guided by our core values of being Growth Minded, Caring, and Passionate, doing the Right Thing, and maintaining a Collaborative Spirit, all in pursuit of our 15-year target of helping 1,500 households LiveWell by 2040.

Position Summary

LiveWell Group (LWG) is seeking an experienced Director of Finance and Administration to provide operational leadership and oversight of the company’s financial and human resource functions. Reporting directly to the President and CEO, this role will oversee financial administration and human resources operations for our real estate and property management portfolio. This role involves managing financial reporting, budgeting, and compliance while simultaneously guiding benefits administration and HR strategy. The ideal candidate will have a strong background in real estate finance and a proven track record of managing the administrative lifecycle of a growing team. The individual will be responsible for the financial and operational oversight of the following business lines: 

• LiveWell Brokerage: Assist with operational finances of brokerage platform, including receipt of escrow payments, remittance of payments to independent contractors, and administrative support for licensed agents.
• LiveWell Construction: Assist with cost analysis, financial modeling, and real estate development activities. Manage budget controls, cost management, and monthly bank requisitions. Ensure financial alignment with project feasibility and tax implications.
• LiveWell Communities: Supervise financial operations of the property management division, including revenue management, expense controls, and resident service cost analysis.
• LiveWell Energy: Direct the financial management of the community solar energy platform. Assist with assessment of financial impact of sustainability initiatives such as EV-charging and electrification.
• LiveWell Group: Lead the HR function across all business lines, ensuring consistent culture, equitable benefits, and streamlined administrative workflows for our 50+ employees.

Essential Duties and Responsibilities

Financial Leadership

• Financial Planning and Analysis (FP&A): Develop, implement, and manage the comprehensive financial planning and analysis process for property management operations. This includes financial modeling to evaluate portfolio health, identifying trends in property-level performance, and providing actionable insights to optimize the company's financial trajectory.
• Financial Reporting: Lead the preparation of monthly, quarterly, and annual financial statements for all entities. Ensure accuracy while maintaining a transparent audit trail for stakeholders and ownership.
• Banking Oversight: Provide oversight of accounts payable, accounts receivable, and general ledger maintenance. Ensure the integrity of the financial data and manage intercompany transactions and reconciliations across business lines.
• Budgeting and Strategic Forecasting: Coordinate the annual budgeting process and rolling forecasts by working in close partnership with internal staff. Analyze variances between actuals and budgets to assess property performance and ensure alignment with the company’s long-term growth targets.
• Relationship Management: Serve as point of contact with external auditors, tax advisors, and financial institutions. Facilitate the seamless flow of information for tax filings, annual audits, and the maintenance of credit facilities or project-based financing.
• Payroll and Compensation Administration: Manage the comprehensive payroll function, ensuring timely and accurate processing for all employees and independent contractors.

HR & Benefits Administration

• Benefits Management: Lead the administration of employee benefits programs, including health insurance, employee retirement savings plans, and wellness initiatives; manage annual renewals and open enrollment.
• People Operations: Oversee the onboarding and offboarding processes, maintaining all personnel records and ensuring compliance with labor laws.
• Policy Development: Maintain and update the Employee Handbook; ensure HR policies align with the company's core values.
• Performance Support: Partner with department heads to facilitate performance reviews and compensation planning.
• Compliance: Ensure company-wide compliance with local, state, and federal employment regulations (EEO, FMLA, COBRA, etc.)

Skills and Educational Requirements

• Bachelor’s degree in accounting, finance, or human resources; CPA, CMA, or SHRM/PHR certification preferred.
• Meaningful experience in accounting/finance, specifically within real estate or property management.
• Proven experience in HR administration, including managing benefits providers and payroll systems.
• Proficient in accounting software and Microsoft Excel; experience with HRIS or property management software (e.g., Yardi, AppFolio) is a plus.
• Strong knowledge of real estate accounting and employment law/compliance principles.
• Effective communication skills with the ability to collaborate across diverse departments.

Desired Attributes

• Integrated Thinker: Ability to see the link between financial health and employee well-being/retention. Adept at identifying discrepancies in cash and equity accounts across business lines and resolving them promptly. Proficient in coordinating with finance leadership to align cash management strategies with broader business objectives.
• Detail-Oriented: Demonstrated accuracy in month-end close processes and precision in benefits data management. Proactive and results-oriented mindset with a strong work ethic and a commitment to excellence.
• Strategic Navigator: Ability to translate the company’s vision into actionable financial, tax, and human capital plans. Effective communication skills with the ability to collaborate across diverse departments.
• Culture Carrier: A proactive and results-oriented mindset with a commitment to fostering a positive, collaborative team environment.

Physical Demands

To successfully perform the essential functions of this job, employee is required to:

• Communicate effectively in-person, over the phone, and via digital platforms.
• Occasionally lift or move up to 25 pounds, with or without assistance.
• Possess manual dexterity to operate a computer, tools, and standard office or field equipment.
• Effective communication skills with the ability to collaborate across diverse departments.

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