Job Locations:
Woodland Hills, CA
Phoenix, AZ

The Transwestern companies together comprise a privately held, diversified real estate services, investment management and development organization.

A unique approach underlies our success. We do business differently by empowering our team members with the resources and independence to deliver extraordinary results to our clients. It’s simple. We start with hiring hard-working, smart, genuinely good people, and organize them in collaborative cross-functional teams. We give them the support to outperform and the freedom to take ownership as they work to exceed our clients’ expectations. We do business differently, and that makes us Transwestern.

The Regional Financial Manager will report to the West Region President and work closely with the market leaders on all financial and operational matters in the region.  Along with the Corporate Accounting group, this position will work closely with the Regional Business leaders to review the ongoing financial performance of the market, budgets, and re-projections for each group. 



  • Prepare the Regional Budget and assist in the preparation of the Annual Business Plan and report results to Corporate.

  • Along with Corporate Accounting, prepare the Quarterly Reforecast

  • Input and review of Agent Pipeline information.

  • Coordinate and review of payables, receivables, accruals, write-offs, and other financial activity with the Corporate Accounting Team.

  • Oversee and coordinate the collection and preparation of the annual merit increase and bonus information utilizing Compensation Management tool.

  • Provide support and training to property managers, agents/brokers and administrative staff as needed, which may include interfacing with clients or client-prospects. 

  • Ensure compliance with company policy/procedures, records, and files.

  • Ensure the Region is in compliance with broker licenses and requirements.

  • Ensure the Region is in compliance with all Business Licenses and requirements.

  • Review and approve all expense reports and ensure policy compliance.

  • Review and approve all supplier invoices above company thresholds.

  • Review all Brokerage and Property Management Contractor/Employment Agreements to ensure financial terms such as fee sharing or override calculations, off the top/off the bottom cost sharing, and other provisions are being done in accordance with the contract.

  • Review and approve IT Equipment purchases/leases and manage inventory in conjunction with IT support team.

  • Review and monitor Accounts Receivable with the Corporate Accounting Team and work on collections with the property management and brokerage teams. Includes establishing “special” billing formats for Clients (e.g., Monthly Summarized Billings) as needed. Review and approve all Management Assignment onboarding/billing information.

  • Review, approve, manage Brokerage Listing information.

  • Review and approve all Brokerage transaction and Construction Fee bookings.

  • Review and approve all Employee onboarding information.

  • Prepare financial analyses and models for all potential new business opportunities, including management contracts and potential new broker additions.

  • As requested, assist brokers or property managers with financial analysis and/or interpretation of accounting pronouncements and their potential impact on deal structure.

  • Establish and maintain a professional working relationship with the Corporate Accounting Team and the Client Accounting Team that performs property management accounting for the Region along with the Chief Accounting Officer and Chief Financial Officer.

  • Assist with Workday, xRM, and Power BI reporting and other functionality. Includes report design, testing, training as required.

  • Other duties as assigned.



  • A bachelor’s degree in finance and accounting is preferred.

  • Certificate of Public Accounting (CPA) license is a plus.

  • At least 5 years (and at least 7 years if not a CPA) of corporate accounting / general ledger experience at a diversified real estate services company.

  • Intermediate to advanced proficiency with Microsoft Word and Excel.

  • Microsoft Power BI and Workday experience a plus.

  • Strong analytical problem-solving skills.

  • Ability to keep information strictly confidential.

  • Strong desire to succeed in an entrepreneurial environment.

  • Must be able to handle multiple projects, changing priorities and a demanding, time-sensitive workload.

  • Exceptional oral and written communication skills.

  • Must be able to supervise/oversee a staff of Team Members.

  • Must be able to work independently and with minimal supervision.

  • Strong customer service orientation.

  • The position is in-person.





Woodland Hills, CA

We Are Transwestern!

Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace diversity, equity and inclusion — not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan. Transwestern is an Equal Opportunity Employer.