Job Description:

Legacy Companies is a house of partnerships and operating businesses focused on acquiring asset heavy businesses and scaling early venture start-ups. We've had a lot of success working alongside government programs, as well as working to deliver value & trust to sellers in the private sector. Our team provides the resources and execution knowledge to upgrade operating systems of acquisitions or lay the foundations for our earlier ventures. We are highly rhythmic when it comes to our processes and uniquely attuned to the people around us.

Our Core Values:

• Greatness is an attitude.
• Honor your word. Agreements matter.
• Get $#!T Done.
• Listen to understand.
• Enjoy the moment

Role Objective:

The Acquisition Integration Manager will be responsible for overseeing and managing the integration process of acquired companies into our operating system and holding company. They will work closely with cross-functional teams to develop and execute integration plans, ensuring a seamless transition and successful adoption of our operating system. Their role will involve strategic planning, project management, and effective communication to drive the integration process forward and achieve desired business objectives. This role will require travel to acquired companies as we integrate them into our holding company.

Responsibilities:

• Lead the takeover and integration process for new acquisitions of the business.
• Collaborate with executive leadership & functional leaders to define integration priorities, timelines, and success metrics.
• Fine tune integration plans based on due diligence findings and planning conversations.
• Lead cross-functional teams to execute integration plans, coordinating efforts across various departments, such as finance, HR, IT, operations, and legal.
• Define and track key integration milestones, deliverables, and performance indicators to ensure timely progress and successful outcomes.
• Identify and resolve integration-related issues and challenges, utilizing problem-solving skills and fostering collaboration among team members.
• Develop and implement change management strategies to minimize disruption and facilitate the adoption of new processes and systems.
• Communicate integration progress, challenges, and achievements to stakeholders at all levels, including executives, employees, and external partners.
• Support the integration team in conducting post-integration assessments and identifying opportunities for continuous improvement.
• Maintain standardized processes for the different municipalities and verticals we acquire within.

Key Competencies:

• Strong project management skills, with the ability to handle multiple projects simultaneously and meet deadlines.
• Excellent analytical and problem-solving abilities to identify integration risks and develop effective mitigation strategies.
• Outstanding communication and interpersonal skills, with the ability to collaborate and influence stakeholders at all levels of the organization.
• Demonstrated leadership capabilities in managing cross-functional teams and driving results in a matrixed environment.
• Proficiency in using project management tools and software applications.

Preferred Qualifications:

• Bachelor's degree in business administration, finance, or a related field preferred.
• Proven experience in managing and leading acquisition integrations within a corporate environment.

Please note that while our cultural vision is the same for every business we own, benefits may vary by location

ATTENDANCE NEEDS: Onsite

SALARY RANGE: $90,000 - $120,000

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Job Description:

Assistant Project Manager/Site Superintendent

• Manages Construction through Close-out of Single Family Construction and help complete Multi-family 5 Story Podium project.
• Effectively Communicates & Coordinates All Stakeholders
• Proactively Identifies & Resolves Obstacles Related to Timely, Budget Achieving Project Delivery
• Inspects Work Installation & Completion for Adherence to Plans & Specifications
• Manages Detailed Critical Path Schedules in Compliance with Project Requirements
• Insures Accuracy of Surveys & Layouts
• Maintains Site Specific Safety Plans

Competencies:

• Strong analytical, decision making & problem solving skills
• Delegates work effectively
• Excellent written and verbal skills
• Successfully leads communication between ownership representation and trade contractors/vendors & city inspectors.
• Thorough & efficient in executing daily project related tasks
• Operates with integrity and takes responsibility among team members and project deliverables
• Reads and understands blueprints, AutoCAD files, as well as city of Philadelphia requirements
• Understands construction processes and the entire construction project lifecycle
• Creates industry standard items; RFI’s, change orders, two week outlooks, daily logs, cost controls, scopes of work, using Philadelphia eClipse, contracts, etc.
• Understands status of submittals: PECO, PGW, ROW
• Manages L&I inspection process
• Identifies problems or discrepancies in contract documents or plans vs. scopes
• Experience with wood-framing & podium projects
• OSHA Certified

Please note that while our cultural vision is the same for every business we own, benefits may vary by location

ATTENDANCE NEEDS: Onsite

SALARY RANGE: $65,000 - $90,000

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Job Description:

Construction Project Manager

Who we are:

Spruce Builders LLC was formed in 2020 to manage ground up construction and historical renovations for a select group of Real Estate investors. Our projects are entirely in the Philadelphia area to serve the local community. We have a small team of powerful leaders organizing all facets of operations to make our projects come to life. We are extremely selective in our hiring process- knowing the impact on the group experience (if you make the wrong choice!). We operate by discovering each other's unique abilities and applying them whenever possible. We embrace a "Great Game of Business" philosophy using 70% of our team's existing skills and fostering the remaining 30% in an educational, entrepreneurial fashion. Spruce Builders is committed to doing work on time, on budget and paying our partners! We are each accountable to support each other and are tirelessly committed to developing ourselves and a clear vision for the future.

Essential Functions / Major Responsibilities of Construction Project Manager:

• Leads, and mentors multiple assistant project managers/site superintendents, coaching them on the daily tasks, develops their skill set, reviewing details and coaching improve schedules.
• Collaborates on developing a cost-effective plan and schedule for completion of project following a logical pattern for utilization of resources.
• Minimizes exposure and risk by implementing safety, health, and environmental quality standards.
• Coordinates work of subcontractors working on various phases of multiple projects.
• Oversees performance of all trade contractors and reviews architectural and engineering drawings to make sure that all specifications and regulations are being followed.
• Is responsible for proper administration of construction contracts and for obtaining all necessary permits and licenses.
• Tracks and controls construction schedule and associated costs to achieve completion of projects within time and monies allocated.
• Plans, implements and tracks the closeout and turnover of construction projects.
• Conducts regular project meetings.
• Generates and issues regular internal and external project reporting through company software or alternate approved project management template.
• Proactively identifies changes in project scope and ensures appropriate measures are taken.
• Administers Submittal Review process between Subcontractors/Suppliers and design team.
• Creates and improves industry standard items; RFI’s, change order, two week outlooks, daily logs, cost controls, scopes of work, contracts, etc.
• Organizes management of invoice approvals for all materials and subcontractors
• Adept and manage L&I inspection process
• Manage submittal process for PECO, PGW, ROW, etc.
• Reviews drawings and looks to identify value engineering and cost savings through design.

Competencies:

• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Able to identify deficient work and provide resolution.
• Reads and understands blueprints, AutoCAD files, as well as city of Philadelphia requirements
• Has the endurance and ability to visit entire job site, including stairs or other elevated structures.
• Monitors jobsite general health and safety.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication - Writes clearly and informatively
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.
• OSHA 30 certified
• Must be able to lift 25 pounds
•  

Please note that while our cultural vision is the same for every business we own, benefits may vary by location

ATTENDANCE NEEDS: Onsite

SALARY RANGE: $100,000 - $120,000

Apply:

Job Description:

Controller

Role Objective:

The controller will play a critical role in managing financial resources, ensuring accuracy and integrity of financial information, and providing strategic financial guidance to principals to support the organization's growth and success. This role will require occasional travel and office visits to support the needs of the business. 

Responsibilities: 

• Financial Reporting: responsible for preparing and presenting accurate financial statements, reports, and forecasts to senior management and ownership for quarterly and annual offsite strategic planning meetings. This includes income statements, balance sheets, cash flow statements, and other financial analysis.
• Accounting Operations: oversee the day-to-day accounting operations, including general ledger maintenance, accounts payable and receivable, payroll processing, and expense management. Review and update standards to ensure adherence to accounting principles, policies, procedures, timely and accurate reporting. 
• Budgeting and Forecasting: Participate in the development of annual budgets and long-term financial plans. The controller will analyze financial data, market trends, and business projections to provide accurate forecasts and assist in strategic decision-making.
• Internal Controls: The controller will establish, document, and maintain effective internal controls to safeguard company assets, ensure compliance with financial regulations, and minimize financial risks for all operating companies. They conduct regular audits, reviews, and assessments to identify and rectify any control deficiencies.
• Financial Analysis: Analyze financial data and performance metrics to provide insights and recommendations to ownership. Identify areas for improvement, cost-saving opportunities, and revenue enhancement strategies to support the company's financial objectives.
• Compliance and Bank Reporting: Ensure compliance with financial loan covenants and reporting requirements. Oversee CPA firms for all entities and submit tax returns, government filings, and other financial disclosures accurately and within the specified timelines.
• Team Management: Lead and manage accounting team and provide guidance, training, and supervision to ensure efficient and accurate financial operations. Creates a plan with benchmarks to build and expand the team. Collaborate with other departments, such as HR and operations, to coordinate financial activities and achieve organizational goals.
• Systems and Process Improvement: Actively participate and lead in the evaluation, selection, and implementation of financial systems and software to streamline reporting capabilities, enhance productivity, and improve data accuracy.
• External Relationships: Interact with external stakeholders, such as auditors, regulatory agencies and financial institutions. They provide necessary financial information, respond to inquiries, and support external audits or due diligence processes.
• Financial Strategy: Contribute to the development and execution of the organization's financial strategy. The controller will assess financial risks, provide insights into the financial viability of new projects or ventures.
• Cashflow & Treasury Management: Understand where our capital is deployed, the yields it’s generating and create a capital utilization plan for all invested and maturing capital.
• Loan Package Management: Create financial loan packages and manage loan usage and requests. 
• KPI Management: Develop scorecards with key financial metrics and KPI’s reported to principals and executive team.
• Calendar management: The controller will create and maintain an annual calendar for key accounting deadlines and projects. 
• Technology: Implement best practices and controls for company accounting softwares, including creation of user roles, new users, and reporting access. 

Key Competencies: 

• Adaptability and self-starter mindset: The financial landscape is continuously evolving, as we acquire new companies, technologies, and industry practices emerging. The controller needs to be adaptable and embrace change, continuously updating their knowledge and skills to stay current with emerging trends and best practices.
• Ethical conduct: the controller will handle sensitive financial information and have a responsibility to maintain high ethical standards. They should demonstrate integrity, confidentiality, and objectivity in their work, adhering to relevant laws, regulations, and professional codes of conduct.
• Financial expertise: The controller should have a strong understanding of financial principles, accounting practices, and relevant regulations. They should be able to analyze financial data, interpret financial statements, and ensure compliance with accounting standards.
• Analytical skills: The controller will need to be highly skilled in analyzing complex financial information and identifying trends, patterns, and discrepancies. They should be able to conduct financial modeling, forecast future financial outcomes, and make strategic recommendations based on data analysis.
• Attention to detail: the controller will deal with vast amounts of financial data and need to maintain a high level of accuracy in their work. Attention to detail is crucial for identifying errors, ensuring data integrity, and maintaining the quality of financial reports.
• Leadership and management: The controller will lead a team and is responsible for managing their performance, providing guidance, and fostering a collaborative work environment. Leadership skills, such as the ability to develop, motivate and inspire others, delegate tasks, and manage projects, are vital for success in this role.
• Business acumen: The controller should have a broad understanding of each entities' operations, industry dynamics, and market trends. This will help them align financial strategies with overall business objectives and make informed financial decisions that support the company's growth and profitability.

Preferred Qualifications:

• Experience scaling and navigating the startup business environment.
• Experience working within multiple business entities with multiple bank accounts. 
• Bachelor’s degree (or equivalent) in business, accounting, or related field
• Five or more years of experience as a senior-level accounting or finance manager
• Professional certifications a plus
• Experienced in Quickbooks and more robust accounting systems such as Sage Intacct and other solutions.

SALARY RANGE: $120,000 - $140,000

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