Finance & Accounting Manager, Treasury & Investment Operations

ABOUT NEW STORY

Land unlocks everything. It is the starting point for home ownership, stability, safety, and wealth generation. Yet for millions of working families across Latin America, affordable, well-located, serviced land with legal title is out of reach. That’s why New Story exists: to pave the way to homeownership for working families, starting with the land that makes everything else possible.

Our market-driven model treats vulnerable people as customers, not charitable beneficiaries. We've developed a pipeline of 2,300+ housing lots across 7 master-planned neighborhoods in Mexico, are preparing a new development in El Salvador, have launched a first-of-its-kind impact investment fund, and have demonstrated 99%+ repayment rates with 2x property value appreciation in developed communities. And over 60% of our land titles are held by women, compared to Mexico's national average of 35%.

We work with philanthropists, impact investors, financial institutions, and key players in the housing ecosystem worldwide to create sustainable housing solutions for working families across Latin America. We empower families to become active participants in a market where they can afford the housing they want.

Founded in 2015, New Story has raised over $120M, impacted 15,000+ individuals, and been named one of Fast Company's Most Innovative Companies four times. Today, we're focused on what we believe are the two most neglected yet critical parts of the housing value chain: affordable land ownership and housing finance.

JOB DESCRIPTION

The Finance & Accounting Manager will primarily manage finance and accounting operations related to New Story’s impact programs, investment projects, and core administrative needs. The role will coordinate the Mexico monthly close, oversee treasury and payment workflows, review outsourced accounting deliverables, maintain entity- and project-level financial schedules, and support the financial operating requirements of New Story’s investment portfolio, funds, trusts, and development projects. Areas of responsibility include treasury management, accounting compliance, local legal administration, and expense and budget monitoring. The role requires a clear communicator who regularly coordinates with external partners, including outsourced Mexican accounting and tax providers, third-party fund administrators, and development partners. This role includes employee lifecycle administration, benefits coordination, and leave tracking for our Mexico-based team, supporting organizational finances and HR operations.

We operate as a lean but mighty team, so this position is designed for a resourceful finance professional who combines strong accounting fundamentals and experience with a builder mindset. The successful candidate will be comfortable reviewing the work of external providers while also personally investigating discrepancies, preparing reconciliations and analyses, documenting processes, and implementing practical controls in a dynamic, technology-oriented organization. We are looking for someone not simply satisfied with the status quo but who will think proactively, identify solutions, and always strive to refine how we operate so that we can solve the problem New Story is trying to solve.

RESPONSIBILITIES

Finance and Accounting Operations and Process Optimization

• Accounting Oversight & Compliance: Act as the primary liaison for external Mexican bookkeepers, auditors, and tax advisors. Audit internal accounting systems for transaction accuracy.

• Investment Management and Fund Operations Support: Maintain entity- and project-level schedules covering capital commitments, capital calls, funding transfers, distributions, management fees, project expenditures, and available liquidity in multi-currency scenarios.

• Vendor Management & Payment Execution: Manage full-cycle treasury operations for Mexico-based corporate entities, including payroll execution, local tax payments, and vendor/contractor settlements. Act as the primary administrator for local corporate banking portals.

• Treasury & Cash Flow Management: Actively monitor and track treasury cash positions to maintain optimal liquidity, forecast near-term working capital needs, and ensure uninterrupted coverage of operational expenses.

• Budget & Oversight: Partner with budget managers to monitor overall spend, including corporate credit card usage and departmental expenses, ensuring strict alignment with established budget controls and policy guidelines. Track project budgets, actual expenditures, funding requirements, financial milestones, covenant requirements, and emerging liquidity needs.

• Process Mapping & Guidelines: Design and implement new institutional guidelines and process maps to improve oversight, efficiency, and tracking of relevant operational areas.

• Local Operations & Legal Administration: Oversee Mexico City office operations, including lease administration, resolution of local employee benefits issues, and coordination with notaries.
  

Human Resources & Compensation Operations

• Employee Lifecycle Administration: Coordinate comprehensive onboarding and offboarding processes in partnership with hiring managers; manage documentation workflows and system setup within the payroll platform to ensure full compliance.

• Benefits & Compensation Administration: Lead the administration of employee benefits programs, coordinating directly with insurance providers to manage health and life policies, and managing local fringe benefits (e.g., grocery allowance vouchers).

• Leave & Time-Off Tracking: Maintain comprehensive tracking of employee vacation accruals and time-off requests, serving as the internal operational link for reporting accurate leave data to the external HR contractor.

SKILLS & REQUIREMENTS

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

• 5+ years of experience in Accounting, Finance Operations, Real Estate Asset Management,or a related field within Mexico.

• A background combining structured corporate accounting experience with hands-on involvement in a startup, high-growth, or scaling organization is strongly preferred, including the ability to apply sound accounting practices while building practical processes, systems, and controls in an evolving environment.

• Strong understanding of Mexican labor compliance, including payroll regulations, IMSS, INFONAVIT, and local fringe benefits administration.

• Professional fluency in both Spanish and English, with excellent written and verbal communication skills, necessary to coordinate with local providers and internal teams.

• Demonstrated success supporting finance or operational processes.

• Advanced skills in Excel/Google Sheets with proficiency in standard accounting, treasury, and HR platforms.

• Close attention to detail and strong organizational skills, with the ability to manage workflows and external vendors effectively.

• This is a hybrid role based in CDMX, requiring in-office presence 2 days/week.
  

REPORTING STRUCTURE

The role will report to the US-based CFO and will have a dotted-line working relationship with the Mexico-based Chief Investment Officer and Asset Management Associate for investment-management priorities.

BENEFITS & COMPENSATION

• The Employee receives paid time off for the following observed holidays:

  • First Monday of February: Dia de la Constitución

  • March 21: Cumpleaños de Benito Juárez

  • Maundy Thursday and Good Friday before Easter: Semana de Pascua

  • May 1: Dia del Trabajo

  • May 10: Dia de la Madre

  • First full week of July: Summer Break

  • September 16: Dia de la Independencia

  • November 2: Dia de los Fieles Difuntos

  • Third Monday of November: Dia de la Revolución

  • December 1: Transmisión del Poder Ejecutivo Federal (only during Federal election years)

  • December 12: Dia de la Virgen Guadalupe

  • December 24-January 1: Winter Break

  • PLUS: Your Birthday

• During the first year of employment, the Employee may take up to 12 days of vacation. The Employee is eligible to use their vacation hours upon completion of the first ninety (90) days of employment. On the first (and subsequent) work anniversary, the Employee will be paid their annual vacation premium bonus equivalent to the number of vacation days allotted for the year at a rate of 25% of their base salary. As the Employee becomes more tenured, they will have more annual vacation days.

  • After the first year of employment, the Employee may request additional paid time off beyond the allotted vacation days per year, subject to the approval of their manager. This additional paid time off will be paid at the regular rate of pay.

• The Employee is provided 100% employer-funded Major Medical Health Insurance through AXA and Life Insurance through GNP for Employee-Only coverage. Employees who choose to insure their dependents will fund 40% of their dependents’ Major Medical Health Insurance, with the amount collected via payroll deductions.

• The Employee is provided with a Broxel Flex Benefit Card with a monthly allowance of $1,000 MXN for supermarkets, food, gas, education, and wellness expenses.

• After one year of employment, the Employee is eligible to take paid time off in the event of a birth or adoption. Primary caregivers receive 12 weeks of paid time off postpartum/adoption. Secondary caregivers receive 6 weeks of paid time off postpartum/adoption.

• After one year of employment and in the event the Employee decides to adopt a child, the Employee may request a one-time reimbursement of up to $180,000 MXN for adoption-related expenses.

• New Story Next will cover the reasonable costs of airfare, lodging, ground transportation, and meals for the Employee when the Employee is required to travel for work in accordance with New Story Next's internal policies.

• The Employee is encouraged to identify and request opportunities for ongoing professional development. New Story Next will cover the costs of professional development when the expense is in the best interests of both the Employee and the company.

EQUAL EMPLOYMENT OPPORTUNITY POLICY STATEMENT

New Story is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive workplace and encourage applicants from all backgrounds to apply.