Company Overview:
Our client is a Dallas-based, privately held real estate investment firm with a national footprint and a long-standing focus on middle-market, value-oriented strategies. The firm specializes in complex recapitalizations, structured equity solutions, and operationally driven repositionings across multiple commercial real estate asset classes, with a primary emphasis on high-growth Sunbelt markets. Since inception, the platform has acquired and managed over $11B+ of real estate assets through a series of fully discretionary investment vehicles and currently oversees approximately $2B of assets under management. The firm is an active owner and investor across the capital stack, often in situations requiring creative structuring, institutional judgment, and hands-on execution, with a consistent focus on capital preservation and long-term value creation. Our client primarily invests in retail (open-air, high-traffic), residential (multifamily, single-family, lot development in Sunbelt markets), and industrial (infill, older vintage) sectors.
Position Overview:
The Chief Financial Officer will serve as a pivotal member of the executive leadership team, acting as the primary architect of the firm’s financial strategy and operational framework. This role demands a sophisticated, hands-on leader who can seamlessly bridge the gap between high-level capital planning and technical execution across all fund, partnership, and management entities. Beyond overseeing institutional-grade reporting and internal accounting functions, the CFO will be a proactive strategic partner, leveraging deep industry expertise to anticipate market shifts and optimize the firm’s financial technology and service provider relationships. This is a definitive opportunity for an ascending executive to take ownership of a premier platform and drive the long-term fiscal health and scalability of our client’s investment operations.
Responsibilities:
Fund Management & Investor Reporting
- Oversee quarterly financial reporting for all funds and partnerships, ensuring accuracy, consistency, and institutional-quality delivery.
- Manage capital planning and liquidity across the platform, including capital calls, distributions, subscription lines, fee calculations, carried interest allocations, and GP/LP waterfall mechanics.
- Coordinate annual audits and tax filings, ensuring timely delivery of K-1s and compliance with LP and side-letter obligations.
- Support investor information requests and DDQs in partnership with senior leadership (not a front-facing fundraising role).
Corporate Finance & Strategic Planning
- Lead budgeting, forecasting, headcount planning, and long-range financial planning for the management company.
- Provide CFO-level input on fund formation, co-invest structures, GP commitments, and credit facilities.
- Support senior leadership with scenario analysis, financial modeling, and strategic decision-making.
Accounting, Treasury, Risk & Compliance
- Oversee GAAP-compliant accounting across multiple funds and the management company.
- Strengthen internal controls, policies, and procedures while preserving an entrepreneurial operating environment.
- Manage treasury functions, cash planning, and intercompany activity.
- Oversee SEC compliance as a registered investment advisor, including reporting, testing, and policy administration.
- Lead relationships with auditors, tax advisors, legal counsel, and insurance providers.
Systems, Infrastructure & Team Leadership
- Oversee financial systems, fund administration, reporting tools, and Excel-based capital planning models.
- Drive process improvement, automation, and scalability as AUM and transaction complexity grow.
- Lead and develop a lean, high-performing finance and accounting team, working closely with a long-tenured accounting lead who manages day-to-day reporting.
Qualifications:
- 12–20+ years of senior finance and accounting experience within real estate private equity, investment management, or a similar alternative asset platform.
- CPA required; MBA or other advanced degree preferred.
- Deep expertise in real estate fund accounting, partnership structures, promote waterfalls, and institutional LP reporting.
- Experience operating in lean, entrepreneurial environments where senior leaders remain hands-on.
- Strong judgment, attention to detail, and the ability to proactively manage complexity across multiple funds and entities.
- Trusted partner to senior leadership with the presence and credibility to influence without bureaucracy.
- Ideally Dallas-based or with strong ties to the market.
