Fractional Chief Financial Officer (CFO) – Job Description
About the Role
The StorageBlue Growth Fund (SBGF) is seeking an experienced and strategically minded Chief Financial Officer to oversee all financial, accounting, reporting, and compliance functions for the Fund and its affiliated entities. This executive will work directly with the CEO (Founder of E! Entertainment Television) and the CIO (Former Managing Director, China Investment Corporation), playing a critical leadership role in the Fund’s capital management, operational scale-up, and execution of its acquisition and development pipeline.
The CFO will serve as the senior financial architect of a $350M equity fund with $1B in buying power, overseeing financial strategy, institutional reporting, capital deployment, debt structuring, and fund-level oversight across a diversified portfolio of self-storage and industrial storage assets.
This role requires deep experience in private equity real estate, fund accounting, financial operations, and institutional-grade reporting, with the ability to manage a vertically integrated platform.
Real Estate and Real Estate Fund experience is a must. Fractional and remote, but knowledge of NY metropolitan area a plus. Base salary plus success bonuses.
ResponsibilitiesFund-Level Financial Strategy & Oversight
- Develop and manage the comprehensive financial strategy for the fund, aligned with SBGF’s 5–7 year investment horizon and multi-market expansion plan.
- Serve as the executive owner of the fund model, including NAV, cash flow forecasting, capital calls, distribution waterfalls, and IRR/MOIC tracking.
- Lead financial planning across acquisition, development, stabilization, refinancing, and disposition cycles.
- Oversee pro forma modeling for existing pipeline deals and future StorageBlue facility acquisitions.
- Ensure alignment of financial strategy with the Fund’s vertically integrated structure, including Facilities Management and Development teams.
Fund Accounting, Reporting & Compliance
- Oversee all GAAP-compliant fund accounting, quarterly and annual financial statements, and LP reporting packages.
- Build and manage systems for capital account management, including subscriptions, redemptions, allocations, and distributions.
- Manage third-party fund administrators, tax advisors, and auditors.
- Ensure rigorous compliance with SEC regulations, private placement requirements, and Qualified Purchaser guidelines.
- Oversee preparation of audited financials, annual compliance reviews, and investor-ready documentation.
Capital Management & Investor Financial Communications
- Work closely with the CIO to design and maintain the capital raising financial narrative, including data room financial materials.
- Translate financial performance into clear, institutionally appropriate deliverables for LPs, co-investors, lenders, and board members.
- Manage capital calls, distribution notices, and recurring investor reporting with accuracy and timeliness.
- Support investor diligence, including detailed financial analysis in response to institutional investors’ questions.
Operational Finance & Vertical Integration Oversight
- Build financial infrastructure that integrates with SBGF’s operations:
- StorageBlue Facilities Management
- StorageBlue Capital Management
- Development, Entitlement, and Construction teams
- Oversee property-level financials, including rent roll analysis, revenue optimization, expense controls, and performance monitoring.
- Implement scalable financial systems suitable for a multi-asset, multi-market platform.
Debt, Capital Markets & Treasury Management
- Lead the structuring, negotiation, and execution of debt financing, including construction loans, bridge loans, and refinancing strategies.
- Build and manage lender relationships with major institutions, banks, credit funds, family offices, and sovereign entities.
- Maintain treasury operations including liquidity optimization, cash management, pipeline forecasting, and reserves strategy.
Risk Management & Controls
- Establish and enforce internal financial controls, risk assessments, and compliance protocols.
- Oversee insurance, tax strategy, entity-level structuring, and corporate governance requirements.
- Ensure proper safeguards for a fast-growing, founder-driven organization with institutional-grade oversight.
Executive Leadership
- Serve as a key member of the executive team, partnering with the CEO, CIO, COO, Chief Strategy Officer, and Advisory Boards.
- Support strategic decision-making across acquisitions, development, partnerships, and long-term corporate growth.
- Represent financial strategy to investors, board members, lenders, and external partners.
QualificationsRequired Experience
- 12–20+ years of finance experience, primarily in:
- Real estate private equity
- Real assets fund management
- Institutional LP reporting
- Fund accounting & compliance
- Proven track record managing a fund or portfolio
- Deep expertise in IRR modeling, fund waterfalls, capital accounts, RE underwriting, and NAV systems.
- Experience overseeing audits, tax filings, fund administrators, and regulatory compliance.
- Background negotiating complex debt financing packages.
- Strong understanding of vertically integrated real estate operations (property management, development, construction, etc.).
Preferred Experience
- Prior CFO, VP Finance, Fund Controller, or equivalent senior finance leadership role.
- Experience working closely with founder-led companies and high-profile executives.
- Experience with institutional investors including sovereign wealth funds, pensions, endowments, and family offices.
- Multi-market experience (NY/NJ strongly preferred).
Key Competencies
- Exceptional analytical and strategic thinking
- Strong executive communication
- Ability to build systems and teams from the ground up
- Highly organized, disciplined, and detail-oriented
- Comfortable in fast-paced, high-growth environment
- High financial integrity and fiduciary responsibility
Pay: From $5,000.00 per month
Work Location: Hybrid remote in Edgewood, NY 11717
