What are the responsibilities and job description for the VP of Finance (Real Estate) position at Atlas Search?
Location: New York, NY
A well-established real estate firm is seeking a VP of Finance to oversee accounting, reporting, investor relations, and operational finance across a diverse portfolio of investments.
The firm owns and operates a portfolio of real estate assets across multiple asset classes and also participates in broader private investment opportunities. This role offers direct exposure to principals and involvement in both financial management and strategic decision-making.
Position Overview
The VP of Finance will serve as a key financial leader, responsible for managing all aspects of accounting, financial reporting, investor relations, and operational finance across multiple entities.
This is a highly visible, hands-on role suited for someone who thrives in an entrepreneurial environment and is comfortable owning processes end-to-end across a complex, multi-entity structure.
Key Responsibilities
Financial Reporting & Accounting
- Oversee financial reporting across multiple real estate and investment entities
- Ensure accuracy of financial statements and internal reporting
- Manage general ledger, reconciliations, and reporting processes
Cash Management & Operations
- Oversee cash flow, AP/AR, and entity-level financial activity
- Manage intercompany transactions and reconciliations
- Monitor liquidity and support financial planning
Investor Reporting & Capital Activity
- Manage investor communications, including capital calls, distributions, and reporting
- Prepare investor statements, K-1 coordination, and reporting deliverables
- Oversee waterfall calculations and distributions
Deal & Investment Support
- Support acquisitions, dispositions, refinancing, and investment activity
- Assist with transaction structuring and financial analysis
- Partner with principals on strategic investment initiatives
Tax, Audit & Compliance
- Serve as primary liaison with external tax and audit advisors
- Oversee entity-level filings, compliance, and reporting
- Manage annual reporting requirements and documentation
Budgeting & Strategic Finance
- Prepare and oversee operating and capital budgets
- Support forecasting and financial planning
- Provide insights to support decision-making
Qualifications
- Bachelor’s degree in Accounting or Finance
- 10 years of experience in accounting or finance
- Strong experience in real estate, family office, or investment platforms
- Deep understanding of:
- Partnership accounting
- Investor reporting
- Capital calls & distributions
- Waterfall calculations
- Experience with multi-entity structures
- CPA strongly preferred
- Advanced Excel skills required
- Experience with systems such as Yardi, AppFolio, QuickBooks, or similar
- Strong communication and organizational skills
- Ability to operate in a hands-on, entrepreneurial environment
Salary : $145,000 - $210,000