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!

The Greysmith Companies Jobs

Chief Financial Officer