Position Overview

The Chief Financial Officer (CFO) will play a strategic leadership role in driving the financial performance and long-term sustainability of a private Real Estate Investment Trust (REIT) and a portfolio of fast-casual retail real estate funds. This role requires a dynamic professional with a deep understanding of real estate finance, investment structures, regulatory compliance, and operational efficiencies. The CFO will collaborate with the executive team to optimize the company’s capital structure, oversee financial reporting, and identify growth opportunities.

Key Responsibilities

Strategic Leadership

Serve as a key member of the executive team, contributing to strategic planning, investment strategies, and growth initiatives.
Advise on financial strategies, capital markets activity, and portfolio performance for the REIT and retail real estate holdings.
Lead efforts to structure and secure equity and debt financing to support acquisitions, development, and operational goals.

Financial Management

Develop and oversee the organization’s financial strategy, ensuring alignment with corporate objectives.
Manage all aspects of budgeting, forecasting, and financial analysis to monitor and enhance portfolio performance.
Lead cash flow management, liquidity planning, and treasury functions to ensure sufficient capital for ongoing operations and growth.

Compliance and Reporting

Oversee compliance with regulatory requirements specific to REITs, including investor reporting, tax compliance, and adherence to GAAP standards.
Ensure timely and accurate preparation of financial statements, investor reporting, and disclosures.
Develop and maintain strong relationships with auditors, financial institutions, and regulatory bodies.

Operational Oversight

Partner with property management and operations teams to drive efficiency and profitability across retail assets.
Identify opportunities to optimize lease structures, reduce operating expenses, and enhance asset performance.
Implement robust financial systems, controls, and policies to support scalable operations.

Investor Relations

Serve as the primary point of contact for investors, providing transparency and updates on portfolio performance.
Prepare and deliver presentations for board meetings, investor calls, and capital raising activities.
Cultivate strong relationships with existing and potential equity partners and institutional investors.

Qualifications

Education and Experience

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA strongly preferred.
Minimum of 10 years of experience in finance leadership roles, with a focus on real estate.
Proven track record of managing complex financial structures and capital market transactions.

Technical Skills

Deep knowledge of REIT regulations, tax compliance, and reporting requirements.
Expertise in financial modeling, analysis, and valuation for real estate assets.
Proficiency with ERP system (AppFolio) and advanced Microsoft Excel.

Soft Skills

Exceptional leadership, communication, and interpersonal skills.
Strong analytical and problem-solving abilities, with a results-oriented mindset.
Ability to operate in a fast-paced, dynamic environment and manage competing priorities

Forvis Mazars US Executive Search Practice Jobs

Chief Financial Officer