Chief Financial Officer

Position Overview

Our client is a Dallas-based, privately held real estate investment firm with a national footprint and a long-standing focus on middle-market, value-oriented strategies. The firm specializes in complex recapitalizations, structured equity solutions, and operationally driven repositionings across multiple commercial real estate asset classes, with a primary emphasis on high-growth Sunbelt markets. Since inception, the platform has acquired and managed over $11B+ of real estate assets through a series of fully discretionary investment vehicles and currently oversees approximately $2B of assets under management.

The firm is an active owner and investor across the capital stack, often in situations requiring creative structuring, institutional judgment, and hands-on execution, with a consistent focus on capital preservation and long-term value creation. Our client primarily invests in retail (open-air, high-traffic), residential (multifamily, single-family, lot development in Sunbelt markets), and industrial (infill, older vintage) sectors.

The Chief Financial Officer will serve as a pivotal member of the executive leadership team, acting as the primary architect of the firm’s financial strategy and operational framework. This role demands a sophisticated, hands‑on leader who can seamlessly bridge the gap between high‑level capital planning and technical execution across all fund, partnership, and management entities. Beyond overseeing institutional‑grade reporting and internal accounting functions, the CFO will be a proactive strategic partner, leveraging deep industry expertise to anticipate market shifts and optimize the firm’s financial technology and service provider relationships.

This is a definitive opportunity for an ascending executive to take ownership of a premier platform and drive the long‑term fiscal health and scalability of our client’s investment operations.

• Oversee quarterly financial reporting for all funds and partnerships, ensuring accuracy, consistency, and institutional-quality delivery.
• Manage capital planning and liquidity across the platform, including capital calls, distributions, subscription lines, fee calculations, carried interest allocations, and GP/LP waterfall mechanics.
• Coordinate annual audits and tax filings, ensuring timely delivery of K-1s and compliance with LP and side‑letter obligations.
• Support investor information requests and DDQs in partnership with senior leadership (not a front‑facing fundraising role).

• Lead budgeting, forecasting, headcount planning, and long‑range financial planning for the management company.
• Provide CFO-level input on fund formation, co‑invest structures, GP commitments, and credit facilities.
• Support senior leadership with scenario analysis, financial modeling, and strategic decision‑making.

• Oversee GAAP‑compliant accounting across multiple funds and the management company.
• Strengthen internal controls, policies, and procedures while preserving an entrepreneurial operating environment.
• Manage treasury functions, cash planning, and intercompany activity.
• Oversee SEC compliance as a registered investment advisor, including reporting, testing, and policy administration.
• Lead relationships with auditors, tax advisors, legal counsel, and insurance providers.
• Oversee financial systems, fund administration, reporting tools, and Excel‑based capital planning models.
• Drive process improvement, automation, and scalability as AUM and transaction complexity grow.
• Lead and develop a lean, high‑performing finance and accounting team, working closely with a long‑tenured accounting lead who manages day‑to‑day reporting.

• 12–20+ years of senior finance and accounting experience within real estate private equity, investment management, or a similar alternative asset platform.
• CPA required; MBA or other advanced degree preferred.
• Deep expertise in real estate fund accounting, partnership structures, promote waterfalls, and institutional LP reporting.
• Experience operating in lean, entrepreneurial environments where senior leaders remain hands‑on.
• Strong judgment, attention to detail, and the ability to proactively manage complexity across multiple funds and entities.
• Trusted partner to senior leadership with the presence and credibility to influence without bureaucracy.
• Ideally Dallas‑based or with strong ties to the market.