What are the responsibilities and job description for the Director of Finance & Accounting position at Career Strategies?
Director of Finance & Accounting– Oakland, CA
Key Responsibilities
Required Qualifications
Key Responsibilities
- Strategic leader in all financial functions across the investment platform and property management operating company.
- Oversee four accounting verticals—fund accounting, project/development accounting, property-level accounting, and corporate/OpCo accounting.
- Building the FP&A, treasury, tax, and compliance infrastructure required for growth.
- This is a succession-track position Chief Financial Officer (CFO).
- Drive monthly, quarterly, and annual close processes.
- Strengthen and maintain internal controls.
- Lead the conversion from income tax basis to GAAP/REIS reporting standards.
- Lead financial system optimization within Yardi Voyager 8, QuickBooks, DataRails, Bill.com, and Excel-based models; identify ERP upgrade opportunities.
- Lead annual budgeting forecasting processes across all departments.
- Partner with Investment Team on internal valuations, NAV updates, and fund performance modeling.
- Support capital project pro formas and development underwriting from a financial structuring perspective.
- Manage liquidity across all entities
- Supervise AR, AP, capital call/distribution workflows, and intercompany cash movements across funds, syndications, and operating entities.
- Enforce cash management controls
- Oversee tax planning and compliance.
- Oversee multi-entity payroll execution; ensure accuracy, timeliness, and proper GL coding across all entities.
- Own the corporate and property-level insurance program.
- Lead and mentor the accounting and finance teams.
- Act as the senior financial liaison to lenders, investors, external legal counsel, and external audit/tax advisors.
Required Qualifications
- 10 years of progressive experience in real estate finance and accounting, preferably in vertically integrated or institutional real estate platforms.
- Active U.S. CPA required; Big Four public accounting experience highly preferred.
- Bachelor’s degree in Accounting, Finance, or Economics required; Master’s in Accounting, Finance, or MBA strongly preferred.
- Demonstrated leadership of multi-entity, multi-line finance organizations spanning accounting, FP&A, treasury, tax, and insurance in the Construction or Real Estate Industry.
- Deep knowledge of GAAP, financial reporting, cash flow management, internal controls, and lender compliance.
- Experience with fund accounting, capital call/distribution workflows, K-1 preparation, and LP/GP reporting structures.
- Strong command of Yardi (Voyager preferred), QuickBooks, and Excel; working knowledge of Juniper Square, Bill.com, and VendorCafe preferred.
- Practical understanding of real estate development, construction accounting, and project-level financial management.
- Proven track record of building and leading high-performing finance and accounting teams.
- Strong executive communication skills with demonstrated ability to partner effectively with CEOs, founders, and institutional capital partners.
- Experience leading a conversion from income tax or cash basis to GAAP/REIS reporting standards, preferred
- Experience with Opportunity Zone compliance, LIHTC, or other tax credit programs, preferred