About Portal Warehousing
Portal Warehousing (“Portal”) is a co-warehousing platform that provides flexible, small-scale industrial spaces for modern businesses and e-commerce merchants. Portal acquires infill industrial properties and repurposes them into right-sized warehouse suites (100–2,500 SF), designed for the operational needs of small businesses, e-commerce brands, and logistics users. Each suite is delivered turnkey, with dock-high loading, industrial zoning, and shared logistics infrastructure—enabling tenants to operate at a professional standard without long-term lease commitments or major upfront costs.
POSITION OVERVIEW
The Chief Financial Officer will serve as Portal's senior financial leader, responsible for all accounting, reporting, budgeting, and financial operations across both the operating company and real estate investment vehicles. This role reports directly to the CEO.
This is a hands-on leadership role for an exceptional finance professional who can operate across the full spectrum—from property-level budgets and month-end close to audited financial statements and quarterly board reporting. The ideal candidate has the pedigree and polish to inspire confidence with institutional investors, combined with the operational mindset and work ethic to build systems from the ground up in a lean, fast-growing organization.
KEY RESPONSIBILITIES
Reporting & Investor Relations
- Serve as primary point of contact for all financial matters with Portal's capital partners
- Prepare and deliver quarterly financial statements, NAV estimates, portfolio performance reports, and variance analyses
- Coordinate preparation of quarterly board materials including deal-by-deal performance tracking, leverage summaries, expense reporting vs. thresholds, and investment pipeline updates
- Manage relationship with third-party fund administrator, ensuring timely and accurate capital calls, distributions, and K-1 delivery
- Oversee annual audit process, serving as primary liaison to external auditors
- Ensure compliance with all partnership agreement reporting requirements and approval processes
Property-Level Financial Management
- Develop and implement standardized budgeting and forecasting processes for all assets
- Build property-level financial models tracking NOI, NCF, occupancy, leasing activity, and progress against business plan
- Establish operating and capital budget approval workflows, including variance tracking and monthly reforecasting
- Create cash flow forecasting models at both property and portfolio levels, incorporating debt service, CapEx needs, and working capital requirements
- Monitor construction budgets and funding draws for development projects, and lenders
Accounting Operations & Controls
- Oversee all accounting functions, including AP/AR, payroll, month-end close, and bank reconciliations
- Direct all corporate and property-level accounting, ensuring GAAP compliance and accurate, timely financial reporting
- Establish and maintain chart of accounts, general ledger structure, and internal controls appropriate for institutional standards
- Coordinate tax compliance (corporate and partnership level) with external tax advisors
- Manage treasury functions including banking relationships, cash controls, and covenant compliance
Systems & Process Development
- Assess and upgrade existing accounting systems to support portfolio growth and institutional reporting requirements
- Implement scalable processes, templates, and tools to improve efficiency and accuracy as the portfolio expands
- Build reporting infrastructure that provides real-time visibility into property performance, pipeline deployment, and portfolio returns
- Develop standardized templates for property operating statements, cash flow reports, and investor communications
- Create financial policy and procedures manual documenting all key processes and controls
QUALIFICATIONS
Required Experience & Background
- 10-15+ years of progressive finance and accounting experience in real estate or related industries
- Strong foundation in real estate investment accounting, with specific experience in:
- Multi-property portfolio management (acquisition, development, stabilization, or asset management)
- Partnership/fund accounting and investor reporting
- Property-level budgeting, forecasting, and variance analysis
- Working with institutional investors or fund structures
- Proven track record managing audits, working with fund administrators, and producing institutional-quality financial reporting
- Experience implementing systems, processes, and controls in a growth-stage or entrepreneurial environment
- GAAP accounting; CPA preferred
- Experience with industrial, self-storage, or related property types a plus
