Chief Financial Officer (CFO)
Industry: Commercial Real Estate Investment, Finance
Commitment: Full Time
Location: Hybrid
Overview
We are seeking an accomplished Chief Financial Officer (CFO) to provide strategic
financial leadership within a hybrid operating model with a primary focus on
Commercial Real Estate (CRE) Investments and other Business Services. This
executive must bring a unique blend of operational finance expertise, investment
modeling sophistication, and capital markets acumen to support an expanding,
vertically integrated platform.
The ideal candidate has served in a senior financial role within a $40M+ revenue
organization and has successfully built out an institutional-grade investment
modeling, capital stack structuring, and investor relations capabilities. This individual
will be a key point of contact for internal leadership, investor groups, family office
representatives, and financing institutions.
Key Responsibilities
1. Strategic Financial Leadership
● Develop and lead an integrated financial strategy long-term real estate
investment objectives while also ensuring proper oversight and financial rigor
within the vertical.
● Provide actionable insights on project performance, capital deployment, and
portfolio returns to drive enterprise-wide decision-making.
● Establish KPIs and financial dashboards tailored to the unique mix of
Commercial Real Estate and the families various business ventures.
2. CRE Investment & Capital Markets Leadership
● Build, refine, and maintain institutional-quality investment models, including:
o Acquisition underwriting
o Development pro formas
o Operating asset projections
o Capital stack optimization
o Waterfall structures and investor return analysis
o Scenario & sensitivity modeling
● Lead financial evaluation for acquisitions, development opportunities, and major
capital projects.
● Support debt procurement, lender negotiations, and financing packages for both
corporate needs and asset-level transactions.
4. Stakeholder & Investor Engagement
● Serve as the financial voice to investor groups, family office members, capital
partners, and lenders, delivering high-quality reporting and strategic insights.
● Prepare and present financial packages for investor committees, partner reviews,
and capital raise initiatives.
● Collaborate cross-functionally with Development, Operations, Asset
Management, and Executive teams.
5. Financial Planning, Reporting & Controls
● Lead budgeting, forecasting, treasury management, and liquidity planning across
general business and the real estate portfolio.
● Strengthen financial controls, accounting integrity, and compliance frameworks to
support scalable growth.
● Interface with auditors, banking partners, and external advisors to uphold best-in-
class governance.
Required Qualifications
Industry & Functional Experience
● 10+ years of senior finance hands on leadership, with deep experience in:
o Services financial operations
o Commercial real estate investment, development, or asset management
● Track record of success in companies with $40M+ annual revenue, preferably in
vertically integrated or multi-entity family office structures.
Investment & Analytical Acumen
● Expert-level proficiency in financial modeling, underwriting, and capital stack
structuring.
● Demonstrated ability to build full investment model capabilities from the ground
up, including standardized templates, sensitivity analyses, and institutional
reporting.
● Experience coordinating acquisitions, development projects, and debt/equity
financing efforts.
Leadership & Communication
● Proven ability to interface effectively with:
o Executive teams
o Investor groups and LPs
o Family office principals
o Financial institutions
● Strong executive presence with the ability to distill complex financial matters into
clear, actionable insights.
Technical Competencies
● Familiarity with financial systems and project management tools (e.g., Procore,
Sage, CMiC, Viewpoint).
● Proficiency with CRE modeling tools (e.g., Argus) and advanced Excel-based pro
forma development.
Education
● Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
● CPA required
Ideal Personal Attributes
● Strategic yet hands-on; comfortable shifting between high-level advisory and
detailed operational work.
● Strong business judgment with a bias for clarity and action.
● High integrity, reliability, and ability to build trust quickly with stakeholders and
capital partners.
● Comfortable in an entrepreneurial, multi-line business environment that focuses
on execution within real estate investments.
