Finance Manager

Adam Hergenrother Companies; Austin (TX); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Medical benefits

401k with Company Match

Paid Time Off

Vision insurance

Job summary

Keller Williams Realty, LLC is seeking a Manager, Finance to partner with the Director of Finance and manage the Senior Financial Analyst. The role blends FP&A with corporate development, financial programs, and cross‑functional partnering across a PE-backed organization.

The ideal candidate will lead budgeting, forecasting, and strategic analyses to elevate financial rigor. The position requires five years in corporate finance or related fields, with supervisory experience, strong modeling

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or closely related field.
• Minimum of five (5) years of progressive experience in corporate finance, FP&A, transaction advisory, corporate development, investment banking, or PE-backed environments, including at least two (2) years in a supervisory or management role.
• Strong financial modeling and analytical skills; cross-functional collaboration experience.

Responsibilities

• Support budgeting, forecasting, and long-range planning processes.
• Maintain driver-based models, scenario analyses, and performance dashboards.
• Assist with monthly and quarterly reporting packages and insights on drivers.
• Develop analytical tools and reporting frameworks for visibility into performance.
• Underwrite and analyze mergers and acquisitions; build valuation and operating models.
• Assist with integration planning and post-acquisition tracking (earnouts).
• Support capital structure, financial strategy, and lender communications.
• Prepare materials for executive leadership, Board, and private equity sponsor.

Skills

Financial modeling

Analytical skills

Cross-functional collaboration

Leadership

Education

Bachelor’s degree in Finance, Accounting, Economics, or closely related field

Tools

Oracle ERP and Planning

Other FP&A tools

Job description

The Manager, Finance partners directly with the Director, Finance and directly manages the Senior Financial Analyst to support in the execution of the company’s financial strategy and day-to-day operations. This position blends traditional financial planning and analysis (FP&A) responsibilities with corporate development support and commercial finance.

The Manager, Finance provides hands‑on support and preparation of financial modeling, budgeting and forecasting, and strategic analysis. This position works collaboratively with cross‑functional leaders, is responsible for day‑to‑day finance operations, and provides guidance to other members of the Finance team as needed. This position is well suited for a highly analytical finance professional who thrives in an entrepreneurial culture and is eager to help elevate financial rigor and sophistication within a private equity (PE) sponsored organization.

Location(s)

Austin Texas Corporate Office-TX-CO

About Us

Austin, Texas-based Keller Williams Realty, LLC is the world's largest real estate franchise by agent count with a global network of offices and affiliated agents. The franchise is No. 1 in units and sales volume in the U.S. Since 1983, the company has cultivated an agent‑centric, technology‑driven, and education‑based culture that rewards affiliated agents. If you're ready to join an award‑winning team that champions bold innovation, puts people and service at the heart of business, and empowers you to make a real impact, then Keller Williams is where you belong.

• 2026 & 2025 Best Places to Work (Glassdoor)
• 2025 America's Most Admired Workplaces (Newsweek)
• 2025 Top Franchises for Women (Franchise Business Review)
• 2025 Best‑Led Companies (Glassdoor)

Responsibilities

Financial Planning and Analysis

• Support the company’s budgeting, forecasting, and long‑range planning processes
• Maintain, and continuously improve, driver‑based models, scenario analyses, and performance dashboards
• Support in the preparation of monthly and quarterly reporting packages with insights on financial and operational performance drivers with an emphasized focus on cross‑functional collaboration with the Accounting function
• Support the development of analytical tools and reporting frameworks that improve visibility into company performance

Corporate Development, Mergers and Acquisitions, and New Financial Programs

• Support financial underwriting and analysis for mergers and acquisitions
• Support in the development of valuation models, operating models, and diligence analyses
• Assist with integration planning and post‑acquisition performance tracking, including earnouts
• Support development of financial programs and initiatives designed to drive growth across the organization

Commercial Finance, Capital Markets and Lender Relations

• Support in the development of business cases and financial models for new initiatives and go‑to‑market strategies
• Provide analytical support to improve financial decision‑making across the organization
• Assist with lender reporting and financial analysis related to debt facilities
• Support analysis related to capital structure, financial strategy, and long‑term value creation

Board and Executive Reporting

• Assist with preparation of materials for executive leadership, the Board of Directors, and the private equity sponsor
• Support the development of financial analysis and strategic content used in board reporting packages
• Ensure consistency, accuracy, and clarity in financial information presented to senior leadership

Team Building and Leadership

• Hire, train, develop, mentor, and manage the performance of a team
• Support in the establishment and championing of best practices in financial modeling, reporting, and cross‑functional business partnering
• Support a culture of accountability, collaboration, and continuous improvement across the Finance team

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or closely related field
• Minimum of five (5) years of progressive experience in corporate finance, FP&A, transaction advisory, corporate development, investment banking, or PE‑backed environments, including a minimum of two (2) years in a formal or informal supervisory or management role
• Strong financial modeling and analytical skills
• Demonstrated experience successfully supporting budgeting, forecasting, and long‑range planning processes
• Proven ability to manage complex analytical projects and work cross‑functionally
• Strong understanding of internal controls (SOX compliance) and the documentation and execution of operational processes
• Exceptional verbal, written, interpersonal, listening, and presentation communication skills
• Polished and professional demeanor

Preferred Requirements

• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
• Experience with Oracle ERP and Planning, as well as other FP&A tools/solutions

Knowledge

• Advanced knowledge and expertise in corporate finance, FP&A, transaction advisory, corporate development, investment banking, or PE‑backed environments
• Strong understanding of internal controls (SOX compliance) and the documentation and execution of operational processes

Skills

• Excellent leadership skills
• Advanced critical thinking and project planning skills
• Advanced data analytical skills, with strong attention to detail and accuracy
• Superior verbal, written, interpersonal, listening, and presentation communication skills
• Superior solution and service‑oriented skills, with an emphasis on collaboration, problem solving, follow‑through, and responsiveness
• Superior relationship building skills, with a proactive and service‑oriented approach to working with team members

Abilities

• Ability to lead, develop, motivate, coach, and inspire a high functioning team
• Ability to lead projects and solve problems with minimal supervision and balance multiple projects while working constructively in a team environment
• Ability to demonstrate good judgement and effective problem‑solving, with the ability to address complex issues and provide specialized solutions
• Ability to demonstrate a high degree of flexibility and adaptability
• Ability to work independently as well as in a team‑oriented, collaborative environment
• Ability to demonstrate the highest level of integrity and ethics
• Ability to demonstrate a high degree of self‑motivation, accountability, and work ethic
• Ability to provide strong customer service through all communication mediums

EEO Statement

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Physical Requirements

The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities as defined by the Americans with Disabilities Act As Amended to perform the essential functions.

• Keyboarding
• Viewing computer monitor

Work is performed in a business office environment. Ability to work extended hours, as required, in support of the company's business needs.

Benefits and Compensation

• Medical (including FSA and HSA options)
• Vision
• 401k with Company Match
• Basic Life Insurance
• Voluntary Life Insurance
• On‑Demand Mental Healthcare
• Employee Assistance Program (EAP)
• Legal Services
• Pet Insurance
• Identity Theft Protection
• Paid Time Off
• Paid Holidays
• Floating Holidays

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