Senior Vice President – Finance

The Senior Vice President – Finance (“SVPF”) is a key member of the senior management team at Peterson Companies, reporting to Chief Operating Officer.   SVPF will have primary responsibility for planning, negotiating, closing and managing debt and third party equity for the Company. SVPF will work collaboratively with other senior Peterson Companies management, including the CEO, Executive Committee, division presidents, Legal, Accounting, Tax and Asset and Property Management personnel. SVPF will take a hands-on approach in completing his/her responsibilities.


Overall responsibility for managing the debt of Peterson Company entities, properties and projects, including:

  • Oversee and manage the entire process of obtaining debt for all company projects from seeking competitive loans, negotiating loan terms and documents and closing the loan. Understand the Company’s properties to be able to properly strategize about the best execution of each new loan and to determine best pool of potential lenders.
  • Coordinate the process with Legal (in-house and/or outside counsel) and Accounting and others on the project team to ensure a smooth flow of project information, budgets, leasing status, etc. to and from the lenders.
  • Ensure that appropriate team members are aware of the terms, conditions, covenants, reporting requirements, etc. of loans so that the Company remains in compliance with loan documents.
  • Set and manage goals for maintaining a diversified debt portfolio; manage the Company’s risks related to debt – roll-overs, guarantees, fixed vs. variable rate, amortizing vs. interest-only loans, appropriate debt coverage and loan-to-value ratios, etc.
  • Coordinate with lenders’ appraisers to ensure that appraisals properly reflect the market value of Company properties in relation to the debt being negotiated.
  • Maintain an easily understood summary of important loan information that other team members can use as a resource for information about specific Company loans. 

Provide input to Accounting so that most current loan and financing assumptions are incorporated into the Company’s cash forecasts, financial statements and other reporting.

In conjunction with others on Finance Committee, ensure the Company has proper liquidity and diversification of assets to meet its financial obligations and execute its business plans.  

Maintain outside relationships to stay current on the debt and equity markets and keep others on the Finance and Investment Committees informed with information to ensure that others understand opportunities and limitations that the Company will face in obtaining capital for its projects and properties. 

Maintain a “scorecard” of annual goals and accomplishments as well as longer-term objectives related to the Company’s debt, equity and capital and report and review quarterly with Executive Committee.  

Work with Company’s in-house tax professionals to maintain an understanding of important income tax principles related to the Company’s real estate and business plans to ensure that our debt and capital are structured in a tax efficient manner. 

Committee assignments:

  • Finance Committee
  • Investment Committee


  • At least 10 years of experience in leading the sourcing, negotiating and closing various types of debt for real estate properties including banks, CMBS, insurance companies and private placements;
  • B.S. in Accounting or Finance with MBA desirable, but other education will be considered with appropriate experience;
  • High level understanding of the real estate development and management industry;
  • Strong reporting, negotiating, problem solving, interpersonal and communication skills;
  • Ability to exercise sound judgement and work within deadlines;
  • High levels of integrity, work ethic and dependability

Please submit resumes to