FAMILY OFFICE CFO / CONTROLLER - with Multifamily Real Estate experience
Seeking a dynamic and strategic CFO / Controller to lead the financial operations of a high-net-worth real estate family office. This pivotal role offers an exciting opportunity to oversee comprehensive financial management, strategic planning, and risk mitigation for a diverse portfolio of real estate investments and family assets. The ideal candidate will bring a proactive approach, exceptional leadership skills, and deep expertise in corporate finance, accounting standards, and regulatory compliance to drive sustainable growth and preserve wealth across generations. Join us to shape the financial future of a distinguished family enterprise with energy and precision!
Duties
- Financial Reporting & Accounting
- Oversee all accounting functions and produce accurate, timely financial statements for the portfolio and its partners
- Manage intercompany reporting, including loans, mortgages, and transactions between related entities
- Maintain general ledger integrity across multiple entities and ownership structures
- Coordinate year-end close and support external accountants and auditors Tax Planning & Efficiency
- Develop and implement tax-efficient structures across the real estate portfolio
- Partner with external tax advisors on entity structuring, depreciation strategies, cost segregation, and 1031 exchanges
- Monitor and manage tax obligations across multiple jurisdictions
Acquisitions, Closings & Financing
- Manage financial due diligence and coordinate with attorneys, lenders, and title companies on real estate closings
- Oversee intercompany loan structures and mortgage documentation
- Support refinancing, capital raises, and debt management activities
Insurance Management
- Evaluate existing property and liability insurance coverage across the portfolio
- Solicit bids from brokers, analyze proposals, and recommend appropriate coverage
- Manage renewals, claims coordination, and ongoing policy compliance
Financial Projections & Strategic Planning
- Build and maintain financial models, cash flow projections, and portfolio-level forecasts
- Provide strategic financial analysis to guide ownership decisions on acquisitions, dispositions, and capital improvements
- Present financial performance and planning summaries to ownership and partners
Affordable Housing & Subsidy Programs
- Understand and manage financial compliance requirements for affordable housing properties within the portfolio
- Monitor subsidy programs including HUD, Section 8, LIHTC, and other applicable programs
- Coordinate with property managers and compliance staff to ensure financial eligibility and reporting requirements are met
Qualifications Required
- Bachelor's degree in Accounting, Finance, or a related field
- CPA and/or MBA designation a MUST
- Minimum 8–10 years of progressive accounting/finance experience, with meaningful exposure to real estate
- Deep understanding of multi-entity accounting, intercompany transactions, and real estate financial structures
- Strong proficiency in accounting software (Yardi, MRI, QuickBooks, or similar) and Excel
Preferred
- CPA and MBA (both)
- Prior experience in a family office or owner-operated real estate environment
- Experience supporting real estate closings and working with lenders, attorneys, and title companies
- Familiarity with 1031 exchanges, cost segregation, and real estate tax structuring
