Overview
Our Client is continuing to grow its investment platform and is looking to bring on a seasoned Chief Financial Officer (CFO) to oversee and elevate all aspects of financial leadership across a multi-entity portfolio.
This individual will be responsible for shaping financial direction, ensuring operational discipline, and maintaining strong governance across a complex organizational structure. Working closely with executive leadership, the CFO will play a central role in capital strategy, financial performance, and long-term scalability.
We are seeking a highly technical and strategic finance leader with a CPA designation, a strong foundation in public accounting, and hands-on experience within a public real estate environment, including exposure to SEC reporting and compliance. Individuals who have operated in a Chief Accounting Officer (CAO) capacity are encouraged to apply.
Primary Objectives
- Direct the organization’s overall financial strategy, including long-range planning and capital allocation
- Oversee core financial functions such as accounting, treasury, forecasting, reporting, and risk management
- Ensure financial data is accurate, timely, and aligned with internal and external reporting standards
- Guide the budgeting process across operating units and investment activities
- Maintain strong internal controls and financial oversight across all entities
- Enhance systems, reporting tools, and workflows to support efficiency and transparency
- Stay ahead of regulatory changes and ensure ongoing compliance across jurisdictions
- Lead audit coordination and maintain strong relationships with external partners
Key Responsibilities
- Develop and enforce financial policies and procedures in alignment with GAAP standards and public company requirements
- Collaborate with leadership to evaluate performance, establish financial targets, and track key business metrics
- Perform financial analysis and modeling to support decision-making, identify trends, and uncover growth opportunities
- Oversee enterprise risk by evaluating financial exposure, liabilities, and capital deployment strategies
- Manage banking relationships, financing structures, and investor communications
- Monitor performance through reporting dashboards and implement corrective actions when necessary
- Lead and mentor finance and accounting teams while ensuring systems and processes remain compliant with applicable standards (FASB, IRS, etc.)
- Support strategic initiatives including acquisitions, dispositions, and organizational restructuring
Qualifications
- Minimum of 10 years in senior financial leadership roles, ideally within multi-entity or investment-driven organizations
- Active CPA license required
- Prior experience working within a public real estate structure is essential
- Strong familiarity with SEC reporting, filings, and public company compliance standards
- Background in public accounting with significant exposure to audit and financial reporting
- Demonstrated ability to manage financial operations across complex or layered business structures
- Advanced capabilities in forecasting, financial planning, and data analysis
- Deep understanding of accounting regulations, tax considerations, and compliance frameworks
- Strong leadership presence with the ability to influence and communicate effectively across all levels
- Advanced degree in Accounting, Finance, Business Administration, or related field preferred
- Experience leading financial aspects of M&A transactions from diligence through integration
Candidates considering relocation are encouraged to apply!
