“This is a place where differences are made.”

We know that culture is key to the success of a business, so our strong cultural values lead the way we build our team. SGH focuses on collaboration and puts decisive, disruptive innovation at the top of the pyramid. We are passionate about what we do, and we’re always looking for talented individuals who are as motivated as we are.

If you are a passionate, solution-driven, out-of-the-box thinker that thrives on results, we’d love to hear from you. SGH offers a welcoming, motivating environment where you’ll be surrounded by entrepreneurial-minded people who always give 110%.

“We’re only as strong as the team that drives us.”

We know that our team creates the foundation of our success, so taking care of our team members is one of our top priorities. When you join the SGH family, you will be rewarded with some great benefits and perks:

  • Competitive salary and benefits including paid holidays, PTO, healthcare, flex spending account, 401k, life insurance and legal policies
  • Additional days off for your birthday, a floating holiday and volunteering with an organization of your choice
  • Pet insurance for your furry family members
  • Free covered parking*
  • Free snacks (and sometimes lunches)
  • Modern downtown Birmingham office in walking distance to multiple restaurants and shops*

*Birmingham, MI offices only

Current Openings
Controller

SUMMARY:

Simon Group Holdings is seeking a dynamic Controller to join its family office of companies. This is a leadership position with Simon Group Holdings (SGH), reporting directly to Senior Managing Partner of SGH. The Controller will work closely with other members of the holding Company’s senior leadership team on related financial and operational projects and objectives.

This position requires a hands on, process driven individual that is able to dive deep into the financial systems, internal processes, quality and integrity of the financial information and data reporting. In addition, this individual should possess passion for continuous learning in a way that keeps the company on the “leading edge” (i.e. mobile, cloud, analytics, business intelligence, etc.). The successful individual will be responsible for enhancing and improving the Company’s financial information integrity through timely and accurate financial reporting, internal control process improvements and accurate cash reporting and forecasting information that is provided to the owner and financial investors. This individual must be comfortable and effective in commanding structure and discipline amongst passionate strong-minded peers and leaders in a professional and cooperative manner.

 

DUTIES AND RESPONSIBILITIES:

  • Orchestrates and directs SGH’s overall financial policies, processes and procedures to include working closely with the Senior Managing Partner to develop and direct the implementation of strategic business and/or financial plans, projects, programs, and analysis of mergers and acquisitions and related business opportunities.
  • Establishes and maintains appropriate internal control safeguards consistent with best financial business practices, laws and regulations.
  • Oversight and management of all day to day finance and accounting functions for Simon Group Holdings cash management and treasury oversight.
  • Works with SGH’S Senior Managing Partner and Soaring Pine Capital to maintain and manage all bank relationships by reviewing costs quarterly, manage credit and interface with bank auditors.
  • Improvement and updating of internal financial and accounting systems and controls to include: IT improvement and integration lead, accounting systems improvement, develop internal auditing methods and implement system for quarterly audits.
  • Holds staff responsible for timely and accurate monthly, quarterly and year-end financial statements, financial reports and special analysis.
  • Develops & implements internal auditing methods for internal quarterly reviews.
  • Ensures records systems are maintained in accordance with generally accepted auditing standards.
  • Management of all financial/ accounting reporting to Senior Managing Partner.
  • Provides financial expertise for short and long term company financial growth and stability by analyzing cash flow, cost controls, expenses and financial statements.
  • Create a budgeting process for Simon Group Holdings.
  • Create/maintain annual business plans (1,3,5 year).
  • Create/maintain cash forecasting and monthly cash flow, manage budget review and consolidate all entities performance monthly.
  • Create and maintain monthly dashboards for each SGH II and III.
  • Insures Capital expenditures are in alignment with the plan, and oversees approval and processing of revenue, expenditure, budgets, ledger and account maintenance. Reviews monthly performance to budget and analyze/report changes to the plan.
  • Reviews all portfolio investment to plan vs. actual.
  • Responsible for annual report creation and update.
  • Risk management: identify financial/ accounting risks on all new deals, monitor existing portfolio for changes in risk profile.
  • Provides financial leadership and mentoring to peers and team members to help them grow in responsibility while developing their career paths.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

  • Bachelor’s in Accounting, Finance or related field
  • Master Business Administration (MBA) preferred
  • CPA certification preferred
  • Minimum of 15-years’ of relevant financial accounting, financial analysis, information technology and process improvement experience, financial reporting analysis and cash flow analysis.
  • Deep knowledge of finance, accounting, budgeting and cost control principles including generally accepted accounting principles and automated financial and accounting reporting systems, federal, state and local regulations.
  • Able to analyze financial data and prepare financial reports, statements and projections.
  • Experience in strategic planning and execution.
  • Experience working in treasury management and lending environment preferred.
  • Deep understanding of balance sheet and financial reporting requirements.
  • Experience in evaluating and implementing and leading productivity and process improvement processes into an organization.
  • Possesses professional written and verbal communication and interpersonal skills.
  • Ability to motivate teams to produce quality/accurate information within tight time frames while simultaneously managing multiple projects.

APPLICATION INSTRUCTIONS:

Please send your resume to careers@simongroupholdings.com for consideration. We look forward to learning about you!

Corporate Attorney

SUMMARY:

Simon Group Holdings is seeking a Corporate Attorney to join our Birmingham, MI team. The Corporate Attorney will report to the General Counsel and assist the Legal Department with oversight of all legal activities for the firm and provide expert legal advice and counsel in connection with complex corporate and real estate transactions, mergers and acquisitions, procurement contracts, asset protection, and strategic and tactical matters.

DUTIES AND RESPONSIBILITIES:

  • Participate on transaction teams with respect to a broad range of investments, including private equity, debt (including mezzanine debt), minority co-investments, workouts, fund investments, and impact investments.
  • Assist with the formation of SGH’s private market proprietary funds relating to primary and secondary investments in private equity and credit funds and co-investments (as part of M&A transactions) with sophisticated counterparties
  • Review, draft and negotiate PPMs, limited partnership agreements, operating agreements, side letters with investors, registration rights agreements, investment management agreements, shareholders agreements, subscription agreements, and other investment-related documents.
  • Review, draft and negotiate commercial and real estate transaction documents, including term sheets, MOU/LOI’s, NDA’s, purchase and sale agreements, loan and security documents, escrow agreements, leases, and conveyance documents.
  • Review and analyze survey and title work.
  • Support all legal aspects of acquisition and financing transactions, including due diligence, and act as transaction coordinator.
  • Assist with identifying legal and enterprise risks, and developing internal controls, processes and procedures to ensure that the organization maintains compliance with law, best business practices and ethical requirements.
  • Review marketing materials and RFP’s.
  • Assist in advising on certain securities laws, corporate governance matters and company policies and procedures.
  • Assist with the development, implementation and maintenance of a document management system and document retention/destruction policy.
  • Assist with the development, implementation and maintenance of a contract compliance system, including establishing a database of various corporate documents, form agreements, templates, and contract clauses applicable to the organization’s various business units.
  • Remain abreast of relevant legislation and significant court decisions, and recommend policy modifications based on changes in the law.
  • Engage and manage the activity of outside counsel, with the goal of minimizing the organization’s legal costs and obtaining highest quality of services.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

  • Five to ten years’ experience at a major law firm and/or major in-house corporate department.
  • JD from an accredited law school and excellent academic credentials.
  • State Bar of Michigan member in good standing.
  • Significant direct deal experience as a lead attorney on complex and sophisticated commercial, real estate, and finance transactions.
  • Demonstrated ability to work effectively and efficiently on collaborative teams and with investors, clients and partners.
  • Ability to skillfully manage and prioritize multiple internal and external client demands, transactions and projects as a lead lawyer.
  • Demonstrated business acumen with ability to inspire trust and confidence with senior management.
  • Intellectual agility, and ability to analyze and think critically/strategically.
  • Exemplary creative, problem-solving and decision-making skills.
  • Excellent writing and verbal presentation skills, interpersonal skills, and the ability to communicate effectively and concisely.
  • Initiative, dependability and motivation.
  • Ability to work independently with moderate to no supervision on a broad range of legal matters/topics, some of which may be new issues.
  • Ability to meet deadlines, prioritize assignments, multi-task, and adapt as necessary in a fast-paced environment.
  • High attention to detail.
  • Team builder.
  • Unquestionable ethics, integrity, and professionalism.
  • Local candidate preferred.

APPLICATION INSTRUCTIONS:

Please send your resume to careers@simongroupholdings.com for consideration. We look forward to learning about you!

HR Training & Development Specialist

SUMMARY:

Simon Group Holdings is seeking an HR Training & Development Specialist to manage the planning and administration of programs that give our team members the skills and knowledge for success within their respective roles. This position is a key role in promoting SGH’s company culture and core values.

DUTIES AND RESPONSIBILITIES:

  • Responsible for team member training (development, facilitation and record keeping).
  • Identify training needs, conduct analysis, work with Director of HR and Team Leaders to determine training needs, to identify the objectives, determine who will support training, find the target audience and decide who will conduct training. Identify external resources when applicable.
  • Plan and evaluate resources needed to meet training and development goals.
  • Evaluate training programs to assure they are delivering results.
  • Prepare reports for the leadership team and maintain employee training records.
  • Set up and record safety trainings via Webinar for Safety Team.
  • Assist the Director of HR with survey’s and communication strategies to keep the workforce engaged.
  • Be the Onboarding Specialist for Simon Group Holdings, including conducting new hire orientations, cultural training and being a mentor during the first 90 days of employment.
  • Responsible for 2-day onboarding training including assisting with presentation development, planning and overseeing all arrangements for the training event including reserving the event space, ordering meals, setting up the room, planning activities and scheduling the presentations, speakers and attendees.
  • Setting up and manage monthly Lunch and Learn sessions that are relevant and helpful to the day to day operations at SGH.
  • Committee member with HR Team to promote the Core Values and Company Culture.
  • Coordinate training activities.
  • Train personnel in organizational, cultural or compliance procedures to enhance job skills and satisfaction.
  • Train team leaders on managerial topics.
  • Work closely with Marketing Team to develop effective training materials.
  • Offer specific training programs to help team members maintain or improve job skills.
  • Present information using a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos or lectures.
  • Obtain, organize or develop training procedure manuals, guides or course materials such as handouts or visual materials.
  • Monitor/assess performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Monitor, evaluate or record training activities or program effectiveness.
  • Evaluate training materials prepared by other, such as outlines, text or handouts.
  • Evaluate modes of training delivery, such as in-person or virtual to optimize training effectiveness, training costs or environmental impacts.
  • Keep up with developments in HR and company culture by reading current journals, books or online articles.

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

  • Two to four years of related Human Resources work experience preferred.
  • Experience utilizing HR/Training software.
  • Strong interpersonal skills; ability to effectively interact with all levels of team members and external contacts.
  • Must demonstrate a commitment to personal development.
  • High level of initiative and ability to work with minimum supervision; strong collaborative skills.
  • Strong analytical, management and decision-making skills and high level of critical thinking.
  • Ability to assess training needs and recommend appropriate solutions.
  • Proficient knowledge of the Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Able to assess training needs through surveys, interviews with team members, focus groups or consultation with team leaders, instructors or customer representatives.
  • Experience designing, planning, organizing or directing orientation and training programs for team members or customers.

APPLICATION INSTRUCTIONS:

Please send your resume to careers@simongroupholdings.com for consideration. We look forward to learning about you!

Get in Touch

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