Director, Corporate Finance at Appfolio in Santa Barbara, CA | USD167,200-209,000 | Kablio

Role

Description

financial planning

process automation

process improvement

capital allocation

investment assessment

team leadership

Lead annual and multi-year financial planning process
Drive improvements in process, reducing the time to deliver, and improving alignment with business leaders
Reduce time to deliver financial deliverables and enable self-service
Identify and execute opportunities for process improvement and efficiency, leveraging technology and AI
Standardize, streamline, and automate foundational financial processes and deliverables
Demonstrate and coach a customer-centric mindset
Develop and execute on a roadmap for standardization and automation opportunities
Define and standard approach to assessing investment opportunities
Define and drive standards of excellence
Develop and lead our annual financial process, including monthly and quarterly reviews and forecasts, strategic planning, and annual planning
With the strategic plan, deliver the LRFP (Long Range Financial Plan) as a tool to enable informed decision-making in the business across all investment horizons
Lead enterprise capital allocation approach and process
Build and retain a high-performing team

Requirements

financial analysis

change management

leadership

customer-centric

10+ years

technical proficiency

Maintain a high expectation of critical thinking and solutions orientation
A customer-centric mindset
Advanced technical proficiency and exceptional financial analysis capabilities
Adept at change management and defining new processes.
A technology-forward mindset
Able to see the big picture and pay attention to detail while striving for accuracy and operational excellence.
Accomplished leader and coach who can influence across the organization, inspire confidence, and garner support for strategic initiatives.
Experience being a change agent
Trusted advisor and business partner with the ability to drive business insights, actions, and accountability across departments.
10+ years of experience leading enterprise financial processes
Experienced in developing and presenting business plans, models, and financial forecasts to Executive Leaders and other key stakeholders.
Strong leadership and communication skills

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

$766M–$774M

2024 Revenue

Annual revenue generated in 2024, reflecting strong financial performance.

2024 Clients

Clients

Managing over 19,000 clients worldwide, showcasing broad market reach.

8M Units

Units Managed

Operates across more than 8 million units globally, indicating extensive property coverage.

S&P MidCap 400

Market Presence

Membership in the S&P MidCap 400 index highlights its significant market impact.

Founded in 2006 by Klaus Schauser and Jon Walker, AppFolio emerged to simplify property management through centralized cloud software.
Its flagship product, AppFolio Property Manager, integrates accounting, leasing, marketing, maintenance, and reporting into one platform.
In 2012 it acquired MyCase, later divesting it in 2020 to refocus solely on real estate solutions.
AppFolio has expanded via acquisitions like RentLinx, WegoWise and Dynasty Marketplace to enhance listing presence, analytics, and AI capabilities.
Typical customers range from small landlords to large portfolios, covering single-family, multifamily, commercial, student housing, and community associations.
Its Stack™ Marketplace enables seamless third-party integrations tailored to unique workflows.
In 2024 it introduced Realm-X, a generative AI assistant that automates tasks like report generation, messaging, and maintenance coordination.
Known for rapid feature rollout, mobile-first investor tools, and embedded AI, it stands out in real-time property and investment management.

Culture + Values

We care deeply about our customers.
We value the individual and celebrate diversity of thought and experience.
We believe in the power of data-driven decisions.
We aim to create a sense of ownership and accountability at all levels.
We focus on building and sustaining a culture of innovation.
We encourage a growth mindset and continuous improvement.

Environment + Sustainability

Net Zero 2040

Carbon Neutrality Goal

Committed to achieving net zero carbon emissions by 2040.

Implemented energy-efficient practices and reduced operational carbon footprint.
Focused on creating sustainable solutions for property managers and owners.

Inclusion & Diversity

39% women

Gender Diversity

Reflects the proportion of women in the workforce, emphasizing gender representation.

Foster an inclusive culture where all employees can thrive and contribute.
Set measurable goals to increase representation of underrepresented groups in leadership roles.

Articles

AppFolio Blog

AppFolio Careers

AppFolio Customer Stories

Role

Description

financial planning

process automation

process improvement

capital allocation

investment assessment

team leadership

Lead annual and multi-year financial planning process
Drive improvements in process, reducing the time to deliver, and improving alignment with business leaders
Reduce time to deliver financial deliverables and enable self-service
Identify and execute opportunities for process improvement and efficiency, leveraging technology and AI
Standardize, streamline, and automate foundational financial processes and deliverables
Demonstrate and coach a customer-centric mindset
Develop and execute on a roadmap for standardization and automation opportunities
Define and standard approach to assessing investment opportunities
Define and drive standards of excellence
Develop and lead our annual financial process, including monthly and quarterly reviews and forecasts, strategic planning, and annual planning
With the strategic plan, deliver the LRFP (Long Range Financial Plan) as a tool to enable informed decision-making in the business across all investment horizons
Lead enterprise capital allocation approach and process
Build and retain a high-performing team

Requirements

financial analysis

change management

leadership

customer-centric

10+ years

technical proficiency

Maintain a high expectation of critical thinking and solutions orientation
A customer-centric mindset
Advanced technical proficiency and exceptional financial analysis capabilities
Adept at change management and defining new processes.
A technology-forward mindset
Able to see the big picture and pay attention to detail while striving for accuracy and operational excellence.
Accomplished leader and coach who can influence across the organization, inspire confidence, and garner support for strategic initiatives.
Experience being a change agent
Trusted advisor and business partner with the ability to drive business insights, actions, and accountability across departments.
10+ years of experience leading enterprise financial processes
Experienced in developing and presenting business plans, models, and financial forecasts to Executive Leaders and other key stakeholders.
Strong leadership and communication skills

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

$766M–$774M

2024 Revenue

Annual revenue generated in 2024, reflecting strong financial performance.

2024 Clients

Clients

Managing over 19,000 clients worldwide, showcasing broad market reach.

8M Units

Units Managed

Operates across more than 8 million units globally, indicating extensive property coverage.

S&P MidCap 400

Market Presence

Membership in the S&P MidCap 400 index highlights its significant market impact.

Founded in 2006 by Klaus Schauser and Jon Walker, AppFolio emerged to simplify property management through centralized cloud software.
Its flagship product, AppFolio Property Manager, integrates accounting, leasing, marketing, maintenance, and reporting into one platform.
In 2012 it acquired MyCase, later divesting it in 2020 to refocus solely on real estate solutions.
AppFolio has expanded via acquisitions like RentLinx, WegoWise and Dynasty Marketplace to enhance listing presence, analytics, and AI capabilities.
Typical customers range from small landlords to large portfolios, covering single-family, multifamily, commercial, student housing, and community associations.
Its Stack™ Marketplace enables seamless third-party integrations tailored to unique workflows.
In 2024 it introduced Realm-X, a generative AI assistant that automates tasks like report generation, messaging, and maintenance coordination.
Known for rapid feature rollout, mobile-first investor tools, and embedded AI, it stands out in real-time property and investment management.

Culture + Values

We care deeply about our customers.
We value the individual and celebrate diversity of thought and experience.
We believe in the power of data-driven decisions.
We aim to create a sense of ownership and accountability at all levels.
We focus on building and sustaining a culture of innovation.
We encourage a growth mindset and continuous improvement.

Environment + Sustainability

Net Zero 2040

Carbon Neutrality Goal

Committed to achieving net zero carbon emissions by 2040.

Implemented energy-efficient practices and reduced operational carbon footprint.
Focused on creating sustainable solutions for property managers and owners.

Inclusion & Diversity

39% women

Gender Diversity

Reflects the proportion of women in the workforce, emphasizing gender representation.

Foster an inclusive culture where all employees can thrive and contribute.
Set measurable goals to increase representation of underrepresented groups in leadership roles.

Articles

AppFolio Blog

AppFolio Careers

AppFolio Customer Stories