CFO; Real Estate Investment

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• Salary: $300,000 - $375,000 per year

Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high‑performing industrial real estate assets across the United States. The firm specializes in identifying institutional‑quality properties with strong long‑term fundamentals and creating value through disciplined investment strategies, active asset management, and strategic portfolio growth. Led by an experienced leadership team with deep industry relationships, the firm has built a strong track record of sourcing and executing complex real estate transactions.

With a growing national portfolio and strong investor partnerships, the company is well‑positioned for continued expansion and is targeting significant growth in assets under management over the next several years.

• Strategic Leadership Role
• High Growth Platform
• Exposure to Institutional Real Estate Investments
• Entrepreneurial Environment
• Meaningful Executive Impact

The Chief Financial Officer will lead the organization’s accounting and financial reporting functions while supporting the firm’s continued expansion through acquisitions and investor capital relationships. The CFO will oversee the accounting team (including a Controller) and manage both internal accounting operations and coordination with outsourced accounting services related to property management and investment partnerships. A key focus of the role will be acquisition accounting, financial analysis, and investor reporting related to the firm’s expanding real estate portfolio.

• Serve as the senior financial executive and strategic advisor to the executive leadership team.
• Lead financial planning, forecasting, and capital strategy for the firm and its investment entities.
• Develop financial models supporting acquisitions, leasing strategies, and investment underwriting.
• Oversee debt compliance, lender relationships, and capital structure management.

• Manage the accounting function, including oversight of the Controller and outsourced accounting partners.
• Oversee accounting and reporting for multiple real estate investment partnerships and entities.
• Ensure accuracy and timeliness of internal financial reporting and investor reporting.
• Coordinate and manage the annual external audit process.

• Lead acquisition accounting and financial integration for newly acquired assets and portfolios.
• Support underwriting, due diligence, and transaction execution for acquisitions and dispositions.
• Review financial performance of assets relative to underwriting assumptions.

• Prepare and present financial reporting packages for investors and stakeholders.
• Communicate financial performance and portfolio results with clarity and professionalism.
• Support investor presentations and capital raising initiatives when required.

• Oversee cash management, budgeting, insurance, and risk management functions.
• Monitor financial performance of assets and provide insights to support asset management and leasing teams.
• Ensure strong internal controls and compliance across financial processes.

• CPA designation required.
• 8–12+ years of progressive accounting and finance experience.
• Experience leading an accounting department as a Controller or CFO.
• Background in commercial real estate, real estate private equity, or real estate investment platforms.
• Experience with real estate acquisitions, dispositions, and lease accounting.
• Strong financial modeling and analytical capabilities.
• Experience managing external accounting partners and audits.

• Experience with real estate partnerships and investor reporting.
• Familiarity with institutional real estate investment structures.
• Experience supporting acquisitions and portfolio growth strategies.

• Strong executive presence and communication skills
• Ability to interact confidently with investors and senior stakeholders
• An entrepreneurial and hands‑on mindset
• Independent problem‑solving capabilities
• A collaborative leadership style suited to a lean, high‑performing team

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