Strategic leader in all financial functions across the investment platform and property management operating company.
Oversee four accounting verticals—fund accounting, project/development accounting, property-level accounting, and corporate/OpCo accounting.
Building the FP&A, treasury, tax, and compliance infrastructure required for growth.
This is a succession-track position Chief Financial Officer (CFO).
Drive monthly, quarterly, and annual close processes.
Strengthen and maintain internal controls.
Lead the conversion from income tax basis to GAAP/REIS reporting standards.
Lead financial system optimization within Yardi Voyager 8, QuickBooks, DataRails, Bill.com, and Excel-based models; identify ERP upgrade opportunities.
Lead annual budgeting forecasting processes across all departments.
Partner with Investment Team on internal valuations, NAV updates, and fund performance modeling.
Support capital project pro formas and development underwriting from a financial structuring perspective.
Manage liquidity across all entities
Supervise AR, AP, capital call/distribution workflows, and intercompany cash movements across funds, syndications, and operating entities.
Enforce cash management controls
Oversee tax planning and compliance.
Oversee multi-entity payroll execution; ensure accuracy, timeliness, and proper GL coding across all entities.
Own the corporate and property-level insurance program.
Lead and mentor the accounting and finance teams.
Act as the senior financial liaison to lenders, investors, external legal counsel, and external audit/tax advisors.
Required Qualifications
10+ years of progressive experience in real estate finance and accounting, preferably in vertically integrated or institutional real estate platforms.
Active U.S. CPA required; Big Four public accounting experience highly preferred.
Bachelor’s degree in Accounting, Finance, or Economics required; Master’s in Accounting, Finance, or MBA strongly preferred.
Demonstrated leadership of multi-entity, multi-line finance organizations spanning accounting, FP&A, treasury, tax, and insurance in the Construction or Real Estate Industry.
Deep knowledge of GAAP, financial reporting, cash flow management, internal controls, and lender compliance.
Experience with fund accounting, capital call/distribution workflows, K-1 preparation, and LP/GP reporting structures.
Strong command of Yardi (Voyager preferred), QuickBooks, and Excel; working knowledge of Juniper Square, Bill.com, and VendorCafe preferred.
Practical understanding of real estate development, construction accounting, and project-level financial management.
Proven track record of building and leading high-performing finance and accounting teams.
Strong executive communication skills with demonstrated ability to partner effectively with CEOs, founders, and institutional capital partners.
Experience leading a conversion from income tax or cash basis to GAAP/REIS reporting standards, preferred
Experience with Opportunity Zone compliance, LIHTC, or other tax credit programs, preferred
