Chief Financial Officer - Real Estate

Our client, a growing and well-established real estate organization, is seeking an experienced Chief Financial Officer (CFO) to lead the company's financial strategy, accounting operations, and overall financial performance. This executive will serve as a strategic business partner to ownership while overseeing all aspects of finance, accounting, treasury, tax, and operational reporting.

The ideal candidate will have extensive real estate experience and a proven track record of building financial infrastructure, improving processes, and supporting growth initiatives.

Responsibilities

Executive Leadership

• Partner with ownership and executive leadership to develop and execute the company's financial strategy.
• Provide financial guidance on acquisitions, dispositions, refinancing, and long-term business planning.
• Present financial performance and strategic recommendations to ownership, investors, and lenders.
• Develop financial models to evaluate new investment opportunities.

Financial Reporting & Accounting

• Oversee monthly, quarterly, and annual financial reporting.
• Ensure timely and accurate financial statements in accordance with GAAP.
• Lead budgeting, forecasting, and long-range financial planning.
• Develop KPIs and executive dashboards to measure portfolio and company performance.
• Maintain strong internal controls and accounting policies.

Real Estate Finance

• Manage financing activities, including acquisitions, refinancing, and lender relationships.
• Oversee debt compliance, loan covenants, and banking relationships.
• Analyze property-level performance, cash flow, NOI, and investment returns.
• Support asset management with financial analysis and operational recommendations.
• Review property valuations and assist with capital planning initiatives.

Cash Management & Treasury

• Oversee company liquidity and cash management strategies.
• Manage banking relationships and treasury functions.
• Optimize cash flow across multiple entities and properties.
• Monitor capital expenditures and investment returns.

Tax & Compliance

• Coordinate with external tax advisors on partnership and corporate tax filings.
• Ensure compliance with all financial reporting requirements.
• Manage the annual audit process and relationships with external auditors.
• Oversee insurance, risk management, and regulatory compliance.

Leadership

• Build, mentor, and develop the accounting and finance team.
• Drive process improvements and technology initiatives.
• Establish scalable financial processes to support company growth.
• Collaborate with operations, development, property management, asset management, and other business leaders.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA and/or MBA strongly preferred.
• 10+ years of progressive finance and accounting leadership experience.
• Real Estate experience is REQUIRED.
• Experience with acquisitions, financing, investment analysis, and portfolio management.
• Strong understanding of GAAP, partnership accounting, and real estate financial reporting.
• Experience managing multiple legal entities and property portfolios.
• Advanced financial modeling, budgeting, and forecasting skills.
• Exceptional leadership, communication, and executive presentation abilities.

Preferred Experience

• Experience with residential, multifamily, industrial, office, retail, mixed-use, hospitality, or other real estate sectors.
• Property management and asset management financial oversight.
• Debt financing, refinancing, and lender negotiations.
• Investor reporting and capital raising support.
• Experience with real estate ERP/accounting platforms such as Yardi, MRI, Sage Intacct, AppFolio, or similar.