Finance Director (Dallas)

Finance Director / Reporting Job Description

Position Title : Finance Director / Reporting

Department : Finance

Reports To : Chief Financial Officer

Location : Dallas, TX

Employment Type : Full-time / Exempt

Compensation Range : $150,000 - $175,000 Negotiable base + annual discretionary bonus

Job Summary

The Director of Finance role includes leading financial planning, strategy, and operations, overseeing budgeting and forecasting, and managing accounting and finance teams. Key responsibilities involve ensuring financial health, advising executives on strategic decisions, managing risk, and ensuring regulatory compliance.

Job Responsibilities

Reporting and Documentation :

o Ensure accurate and timely reporting of structured finance activities and compliance status.

o Maintain comprehensive documentation of all structured finance transactions and compliance activities.

o Review the financial statements and lender compliance certificates with Accounting and Financial Reporting teams before CFO's review and distribution to internal and external parties

o Ensure accurate and timely reporting of fund activities, including performance metrics, risk assessments, and compliance status.

o Maintain relationships with fund investors, providing transparent communication and addressing any concerns or inquiries.

Investor Relations :

o Manage relationships with existing and potential investors, providing updates on fund performance and addressing any concerns.

o Prepare and present detailed reports on fund performance, strategy, and outlook to investors and stakeholders. Ensure compliance with investor agreements and regulatory requirements in all investor communications.

Compliance Management :

o Ensure the company's structured finance activities comply with all relevant laws and regulations.

o Oversee the development and implementation of compliance policies and procedures.

o Monitor regulatory changes and update compliance practices accordingly.

Due Diligence and Analysis :

o Conduct thorough due diligence on potential transactions, including financial, legal, and operational assessments.

o Prepare detailed financial analyses, reports, and presentations for senior management and stakeholders.

Stakeholder Management :

o Maintain strong relationships with internal and external stakeholders, including investors, regulators, legal advisors, and financial institutions.

o Communicate effectively with senior management and the board of directors on structured finance and compliance matters.

Required Qualifications

Strong knowledge of real estate finance, underwriting principles, and investment analysis.

Expertise in financial modeling, forecasting, and data analysis.

Strong understanding of risk management and internal control frameworks.

A positive attitude and the ability to work in a fast-paced environment.

Preferred Qualifications

Experience with non-owner-occupied residential properties, small-balance commercial loans, and long-term DSCR rental loans.

Background collaborating with institutional clients (private lenders, banks, private equity firms).

Education & Licensing

Bachelor's degree in finance, business, accounting, or related field.

MBA or CFA candidate preferred but not required.

Continuing education in real estate finance, credit risk, or capital markets is considered an asset.

Technical Skills

Ability to apply real estate finance principles using Excel models and LOS systems.

Proficiency in Microsoft Excel (financial modeling, amortization schedules, ROI calculations).

Proficiency in financial planning and analysis (FP&A) software, Sage, ERP systems (e.g., SAP, Oracle), and advanced spreadsheet skills.

Ability to analyze borrower financials, rent rolls, proformas, and collateral valuations.

Comfortable adopting and leveraging digital lending platforms and data-driven decision tools.

Key Competencies

Analytical and detail-oriented approach to deal structuring.

Ability to influence, build trust, and maintain strong client relationships.

Resilient, self-motivated, and driven to achieve results.

Collaborative, adaptable, and comfortable working cross-functionally.

What We Offer

Competitive base salary plus commission and performance-based incentives.

Comprehensive health, dental, and vision benefits.

401(k) Retirement plan.

Professional development and career advancement opportunities.

Collaborative, entrepreneurial culture where individuals are empowered to own their success.

FOUNDATION is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion / belief, sexual orientation, or age. We look forward to hearing from you!

Working at Foundation

Foundation Specialty Finance offers a performance-driven environment designed for experienced professionals who value precision, accountability, and results. With lending, asset management, capital markets, and technology under one roof, team members gain meaningful exposure to the full real estate credit cycle.

We maintain a culture of transparency and execution. Our structure empowers individuals to take ownership of their roles while engaging in strategic, cross-functional work. We value deep expertise, sound judgment, and the ability to adapt in a fast-paced, data-informed environment.

As we continue to expand, Foundation provides the tools, support, and flexibility for long-term professional growth. We're building a team aligned with our missiondriven, capable, and committed to delivering measurable outcomes.

About Foundation Specialty Finance

Foundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. Based in Seal Beach, California, we bring together decades of industry experience to deliver fully integrated Special Servicing, Loan Origination, and a Digital Marketplacepowered by our proprietary platform, ACHIEVETM.

We serve financial institutions across the country, including private lenders, regional banks, and private equity firms. Our loan programs and acquisition strategies span non-owner-occupied residential properties, small-balance commercial real estate, and CRE loans originated by third parties. ACHIEVETM offers real-time access to pricing, asset data, and loan-level decisioning across the full investment lifecycle.

At the helm is Ron McMahan, CEO and Founder. With over 25 years in capital markets, distressed asset management, and fund oversight, Ron has raised more than $6 billion in debt and equity and overseen the acquisition and resolution of over 20,000 assets. He previously led American Mortgage Investment Partners (AMIP), where many of the strategies now embedded in ACHIEVETM were first developed. His leadership is grounded in disciplined growth, operational excellence, and investor performance.

Foundation continues to scale through technology, talent, and a sharp focus on market opportunities, positioning the firm as a trusted partner to institutions across the real estate finance landscape.