We are a family-owned and operated real estate company with over 50 years of experience in Eastern Canada and the United States. Founded by an entrepreneurial visionary and now led by the next generation, we have achieved consistent annual growth exceeding 10% through strategic acquisitions and value-add property investments. Our diverse portfolio spans industrial, office, retail, and residential assets, positioning us as one of the largest private industrial real estate holders in Eastern Canada. Headquartered in Montréal with branch offices across North America, we specialize in identifying undervalued or challenged properties and transforming them into high-performing assets.

As the Chief Financial Officer (CFO), you will serve as the strategic financial leader of the organization, working alongside the current CFO in a structured transition over the next 2–3 years before retirement. You will oversee all departments within the company, including accounting, finance, and operational reporting, and manage a team of department heads (AR, AP, General Ledger, and others) along with 5 accounting professionals. This role is ideal for a CPA-qualified professional with a strong real estate background—current or prior—ready to assume full CFO responsibilities, with exposure to both U.S. and Canadian property portfolios, entities, and accounting operations.

Responsibilities

Lead and oversee all financial operations and departmental teams, ensuring accountability and high performance across the organization.
Ensure timely and accurate financial reporting, budgeting, forecasting, and analysis across U.S. and Canadian operations.
Partner with the current CFO on strategic planning, capital allocation, risk management, and business growth initiatives.
Mentor, develop, and manage departmental heads and accounting staff, fostering a culture of collaboration and professional growth.
Ensure compliance with financial regulations, tax requirements, and internal controls across both U.S. and Canadian entities.
Drive financial process improvements, automation initiatives, and technology integration (e.g., Yardi, Caseware, payroll and reporting systems).
Collaborate with operational and property management teams to ensure accurate accounting for property transactions, mortgages, equity investments, and joint ventures.
Take a leading role in long-term succession planning and assume full CFO responsibilities as the current CFO retires.

Qualifications

CPA designation (non-CGA) with tax experience.
10+ years of progressive accounting and finance experience, with leadership of multi-department teams, preferably in real estate.
Proven track record in senior finance roles with both high-level accounting responsibilities and organizational leadership.
Deep knowledge of real estate accounting, financial regulations, U.S. and Canadian tax laws, payroll, and treasury functions.
Bilingual proficiency in English and French, with strong communication and presentation skills.
Strategic thinker with strong leadership, organizational, and cross-department management capabilities.
Advanced proficiency with Yardi, Caseware, and Microsoft Office suite (Excel, Word, PowerPoint, Outlook).

Compensation and Benefits

Competitive base salary of $275,000–$300,000, with OTE potential of $375,000–$450,000 (flexible for exceptional candidates).
Comprehensive benefits package including health, dental, and retirement plans.
Structured path to full CFO responsibilities in alignment with current CFO retirement in 2–3 years.
Collaborative, high-growth environment with exposure to all aspects of U.S. and Canadian real estate investment, management, and development.

Wealthy Group of Companies LLC

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Chief Financial Officer (Real Estate)