Chief Financial Officer

We are a San Francisco based real estate investment and property management company that specializes in identifying, acquiring and managing multi-family assets in the San Francisco Bay Area. We currently manage a portfolio of multi-family real estate assets in the San Francisco Bay Area and are growing rapidly. We are seeking a CFO based in Tempe, Arizona to operate our satellite office. 

Basic Functions:

Responsible for overseeing all property accounting operations, ensuring accurate financial statements, timely monthly reporting, and effective cash management. Leads and develops a high-performing team of accounting professionals, maintaining accountability and strong operational execution. Oversees accounting systems and drives continuous improvement by incorporating new technologies—including AI and other software solutions—in close collaboration with the CTO to enhance efficiency and productivity.

The CFO is responsible for corporate budgeting, as well as ensuring all billing and collections are executed accurately and completely. Maintains strong client relationships, working closely with institutional partners to ensure proper handling of GPR and other cash-to-accrual processes. This role requires a strategic, self-directed leader who consistently strives for excellence and drives results across both financial performance and team development.

Responsibilities:

1. Lead, develop, and manage the accounting team across multiple offices (Arizona, San Francisco and our International Team Members), including hiring, training, performance management, and termination when necessary; foster a culture of accountability, ownership, and continuous improvement.
2. Oversee the organizational structure of the accounting department, ensuring it is properly designed and staffed to meet company objectives.
3. Own the integrity and accuracy of all financial reporting, including issuance of timely monthly financial statements, annual reports, and supporting schedules.
4. Lead the annual budgeting and forecasting process; analyze variances and report key insights, risks, and recommendations to executive leadership.
5. Develop and deliver financial and operational metrics, benchmarks, and management reports to support strategic decision-making.
6. Provide financial analysis for capital investments, pricing strategies, and contract negotiations.
7. Manage relationships with institutional clients and partners, ensuring accuracy and consistency of financial reporting, including proper handling of cash-to-accrual conversions and GPR-related processes.
8. Partner closely with the CTO to evaluate, implement, and integrate new technologies—including AI and automation tools—to improve efficiency, reduce manual processes, and enhance reporting capabilities.
9. Identify and implement process improvements and cost-saving initiatives, leveraging technology and automation wherever possible.
10. Establish, document, and continuously improve accounting policies, procedures, and internal controls; ensure appropriate checks and balances are in place across all financial transactions.
11. Ensure full compliance with California DRE requirements and all applicable local, state, and federal regulations, including tax filings and reporting.
12. Oversee all accounting operations, including subsidiary entities, ensuring strong control systems, accurate transaction processing, and consistent policy application.
13. Manage relationships with banking partners, including oversight of cash management strategies, debt levels, and compliance with loan covenants.
14. Coordinate and manage external audits, ensuring timely and accurate delivery of required information.
15. Oversee and administer property accounting systems (including AppFolio), ensuring optimal performance, proper configuration, and alignment with business needs.
16. Maintain strong client relationships through prompt, accurate, and professional responses to all client requests.
17. Oversee billing and collections processes to ensure completeness, accuracy, and timeliness of all revenue.
18. Ensure timely and accurate execution of all core accounting functions, including accounts payable, accounts receivable, bank reconciliations, and debt service.
19. Maintain the chart of accounts, accounting records, and an organized filing system in accordance with company standards.
20. Manage outsourced functions and third-party vendors, including oversight of IT vendors supporting office and accounting systems.
21. Lead company meetings, financial reviews, and Kaizen workshops; champion a culture of continuous improvement across the organization.
22. Support property and asset transitions, ensuring accurate financial onboarding and reporting continuity.
23. Collaborate with Property Operations and executive leadership on legal, operational, and financial matters.
24. Develop, maintain, and enforce standardized operating procedures and training materials.
25. Support international hiring efforts and ensure proper financial and operational integration of global team members.
26. Track and complete internal tasks (e.g., Basecamp) in a timely and accountable manner.
27. Participate in ongoing professional development and industry engagement.
28. Perform other related duties as required to support the financial health and strategic objectives of the company.