Heirloom

Role Description The Offshore Financial Controller serves as a key financial leader responsible for overseeing accounting operations, financial reporting accuracy, internal controls, and process optimization across a multi-market luxury short-term rental platform. This role partners closely with executive leadership to ensure reliable financial data, scalable systems, and strong fiscal discipline as the organization grows. The Controller manages month-end close, cash flow oversight, revenue reconciliation, expense control, and financial performance reporting while driving continuous improvement in accounting workflows and controls. This position requires strategic thinking, ownership mentality, and the ability to lead remote accounting operations in a complex, high-volume hospitality environment. - Lead and manage the full month-end and year-end close process - Maintain client relationship through responding to financial questions - Oversee cash flow management, forecasting, and working capital planning - Review and approve revenue, expense, and balance sheet reconciliations - Oversee payroll processing controls and financial impact review - Develop and implement financial controls, policies, and accounting procedures - Partner with executive leadership on financial strategy and performance analysis - Assist in tax planning and coordinate annual tax preparation with external advisors - Ensure compliance with U.S. GAAP (or applicable standards) and regulatory requirements - Lead accounting system optimization initiatives - Design and improve scalable finance processes for a large property portfolio - Ensure financial reporting infrastructure supports operational growth - Oversee onboarding of new properties from a financial systems perspective - Ensure records meet audit, investor, and regulatory standards Qualifications - Bachelor’s degree in Accounting, Finance, or related field (CPA or equivalent certification strongly preferred) - 7–10+ years of progressive accounting and finance experience - 3+ years in a senior accounting leadership or controller-level role - Experience supporting U.S.-based companies required - Experience in hospitality, short-term rental, real estate, or multi-entity environments strongly preferred - Strong command of U.S. GAAP and internal control principles - Advanced expertise in Sage Intacct or similar accounting systems - Advanced Excel proficiency, including financial modeling and variance analysis - Experience leading full month-end and year-end close processes - Experience managing cash flow forecasting and working capital planning - Experience overseeing multi-state sales tax compliance - Experience coordinating annual tax preparation with external advisors - Familiarity with property management systems (e.g., Guesty or similar) a plus - Demonstrated ability to design and improve scalable finance processes - Strong written and verbal English communication skills - Ability to maintain consistent overlap with U.S. business hours - Demonstrated leadership, ownership, and strategic financial thinking - High level of discretion, accountability, and executive-level partnership capability

• Manage all incoming guest communications (text messages, email, phone calls, and online messages) in accordance with company policy. • Represent the Heirloom brand in all interactions, with a strong emphasis on professional written customer service. • Facilitate communication between Guest Services and the Field Team to resolve issues at their root cause. • Address and resolve guest issues as the first point of contact. • Build trust and empathy through friendly, brand-aligned communication. • Support guest screening processes to protect properties, neighbors, and other guests. • Identify, follow up on, and close new reservations based on availability. • Handle inbound calls from prospective guests and make outbound calls to answer questions and close sales. • Anticipate and respond to customer needs; consistently apply creative cross-selling techniques. • Meet and exceed revenue goals. • Continuously improve the guest experience. • Actively participate in team meetings

• Own the full lifecycle of CapEx projects across Heirloom properties, from initiation and scoping through execution, punch-list resolution, and closeout. • Collaborate with maintenance technicians and operations managers to assess property conditions, determine project scope, and define deliverables with clear acceptance criteria. • Develop project timelines, budgets, and milestones; track progress and report status updates to stakeholders on a regular cadence. • Ensure projects are delivered on time, within budget, and to Heirloom’s quality standards. • Maintain organized project documentation including scope of work, contracts, change orders, invoices, and completion reports. • Source, vet, and coordinate with third-party vendors and contractors to execute project work across all markets. • Obtain and critically evaluate bids and proposals, identify missing line items, unreasonable pricing, or scope gaps, and negotiate terms that protect Heirloom’s interests. • Schedule and dispatch vendors for on-site work; follow up on task completion, quality of work, and adherence to timelines. • Build and maintain a reliable, performance-tracked vendor network across Heirloom’s operating markets. • Serve as the primary liaison between the offshore project management function and on-the-ground field staff, including maintenance technicians and market operations teams. • Coordinate site visits, inspections, and punch-list walkthroughs with field personnel to ensure project requirements are met. • Communicate project updates, schedule changes, and escalations clearly and promptly to all relevant stakeholders. • Proactively surface stalled tickets, aging work orders, and at-risk timelines before they escalate into larger problems. • Review replacement tickets and input requisitions into tracking spreadsheets for procurement and budgeting purposes. • Generate and submit purchase orders for project-related materials and supplies. • Track project expenses and support invoice processing to ensure accurate financial reporting to the finance team. • Send stakeholders regular project status reports, including updates on open tickets, budget variances, and timelines. • Update essential work order attributes on a daily basis in preparation for dispatch and project tracking. • Prepare and distribute vacancy reports, open ticket reports, and project status dashboards to internal and external stakeholders. • Assist with database creation, updates, and maintenance to support operational workflows. • Collaborate on software and automation initiatives to improve project management and reporting efficiency.

Overview The Offshore Cash Management Specialist is responsible for executing and managing daily cash transfers across a complex network of bank accounts and bank institutions to ensure financial efficiency across the company’s multi-entity luxury short-term rental portfolio. This role plays a critical part in maintaining proper cash positioning to support payroll, vendor payments, property-level expenses, tax obligations, and debt service requirements. The ideal candidate is highly detail-oriented, process-driven, and comfortable operating within established internal controls while handling sensitive financial transactions. This position requires strong organizational discipline, real-time responsiveness, and the ability to coordinate closely with accounting and leadership teams to ensure seamless cash flow management. Essential Functions - Execute daily intercompany transfers across multiple bank accounts and entities in accordance with approved cash plans - Monitor account balances to ensure adequate liquidity for payroll, vendor payments, property expenses, tax payments, debt service, and other operational obligations - Maintain daily bank reconciliations to ensure proper recording of each transaction - Coordinate with accounting and leadership to anticipate upcoming funding requirements and operational cash demands - Initiate transfers in accordance with documented internal control procedures and approval workflows - Support month-end and year-end close by providing cash movement documentation and reconciliation support - Maintain cash planning logs - Assist in maintaining organized banking documentation, authorized signer lists, and access controls - Partner with finance leadership to optimize cash positioning across entities while minimizing idle balances - Ensure strict adherence to confidentiality and security protocols when handling sensitive financial information Qualifications - Bachelor’s degree in Finance, Accounting, Business Administration, or related field - 2–4+ years of experience in cash management, banking operations, or accounting - Experience supporting U.S.-based companies preferred - Experience working with multiple bank accounts, institutions and multi-entity environments - Strong understanding of cash flow management principles - Experience initiating and tracking ACH, wire transfers, and intercompany transfers - Experience with Sage Intacct, NetSuite or similar accounting software - Familiarity with U.S. banking platforms - Proficiency in Excel, including tracking schedules and reconciliation support - Strong attention to detail with the ability to manage high transaction volume - Strong written and verbal English communication skills - Ability to maintain regular overlap with U.S. business hours - High level of discretion and confidentiality when handling sensitive financial data - Strong organizational skills and ability to prioritize urgent payment needs - Ability to work independently in a remote, fast-paced environment Benefits: - 100% Remote work - Biweekly pay in USD - Paid time off - Opportunity to work with a U.S.-based luxury brand. - Travel and gain valuable exposure to the U.S. market - Indefinite-term U.S. contractor agreement

• Assist with completion of monthly bank reconciliations. • Review and record revenue. • Support and complete a variety of accounts payable and accounts receivable functions, including entering in bills and invoices. • Review and record all mortgage and utility payments. • Assist with the maintenance and reconciliation of company balance sheet and general ledger accounts. • Assist with cash flow needs by ensuring that outstanding balances owed to the management company are paid in a timely manner. • Assist with monthly and quarterly financial reporting. • Performing additional duties and completing special projects to assist the finance department on an as-needed basis.