Chief Financial Officer

Key Responsibilities

Finance & Accounting

• Take full ownership of the organization’s financial function, including oversight and validation of all accounting outputs
• Direct and supervise property-level accounting through internal team members responsible for day-to-day accounting activities
• Maintain responsibility for corporate-level accounting, including the general ledger, consolidations, and financial statement integrity
• Oversee financial reporting at both the fund and asset level
• Lead budgeting, forecasting, and cash flow management
• Manage lender compliance, covenant reporting, and lender relationships
• Coordinate tax matters with external advisors
• Establish and maintain internal controls, policies, and procedures

KPI, Reporting & Systems

• Design and implement KPI frameworks across the portfolio
• Build and maintain dashboards to track leasing activity, operating expenses, capital projects, and NOI performance
• Ensure data integrity and consistency across reporting systems
• Establish reporting cadence and accountability processes across the team

Transactions, Capital Markets & Investor Processes

• Review acquisition underwriting, financial models, and due diligence materials
• Oversee financial aspects of due diligence, including validation of assumptions and identification of risks
• Support equity and debt structuring, including review of term sheets, loan documents, and partnership agreements
• Coordinate and manage capital calls, including investor communications and tracking
• Oversee quarterly distribution calculations and execution
• Lead preparation and delivery of quarterly investor reporting
• Support acquisitions, dispositions, and financings through closing and post-closing integration

Leadership & Growth

• Serve as a trusted financial partner to ownership and executive leadership
• Help build scalable systems, processes, and infrastructure to support organizational growth
• Expand into broader operational leadership responsibilities over time based on performance

Qualifications

• 8–10 years of experience in real estate investment, private equity, or a related environment
• Demonstrated progression into a senior finance leadership role
• Experience operating as the lead or primary finance professional in a lean environment preferred
• Strong understanding of real estate accounting, underwriting, and financial reporting
• Experience with debt structures, lender requirements, and capital markets processes
• Strong analytical and financial modeling skills, including advanced proficiency in Excel
• Experience with Yardi or similar property management and accounting systems preferred
• Experience with IMS or similar investor reporting or portal systems preferred
• Proven ability to build systems, processes, and reporting infrastructure
• Hands-on, detail-oriented, and execution-focused mindset
• CPA, CFA, and/or MBA preferred but not required