Chief Financial Officer

Job Description

Company

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Our client is a privately held, vertically integrated real estate investment and development company with a longstanding track record of executing complex, institutional-quality projects across major U.S. markets. The firm operates across multiple asset classes and combines investment, development, asset management, and operating capabilities under a single platform.

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The company has established its reputation through large-scale development and investment initiatives involving sophisticated capital structures, institutional joint venture partners, and multiple sources of debt and equity. With an active development pipeline and continued expansion into new markets, the firm is entering its next stage of growth while maintaining a lean, entrepreneurial organizational structure.

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Position

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The company is seeking a Chief Financial Officer to serve as a key member of the executive leadership team and strategic partner to the CEO. The CFO will lead the firm’s corporate and investment-level financial functions while playing an active role in capital strategy, development finance, institutional partnerships, and the continued growth of the platform.

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This individual will be responsible for corporate finance, accounting, treasury, financial planning and reporting, while also providing senior-level oversight across investment vehicles, joint ventures, and complex development capitalizations. The CFO will work closely with executive, investment, and development leadership to evaluate financing alternatives, allocate capital, manage institutional relationships, and support major investment and development decisions.

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The ideal candidate will combine the financial and operational capabilities of an experienced CFO with a sophisticated understanding of real estate investment, development, and institutional capital. This is a highly visible leadership position requiring an individual who can operate strategically at the executive level while remaining closely engaged with the financial operations and execution of the business.

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Responsibilities

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• Lead the firm's overall financial strategy, capital planning, budgeting, forecasting, and long-term financial planning.

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• Oversee accounting, financial reporting, treasury, tax, controls, and corporate financial operations.

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• Serve as a strategic financial advisor to the CEO, executive leadership, and ownership.

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• Provide financial analysis and recommendations supporting major business and capital allocation decisions.

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• Provide financial oversight across the firm's investment vehicles, joint ventures, and institutional partnerships.

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• Oversee fund and investment-level reporting, cash management, capital activity, and financial performance.

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• Partner with investment leadership on fund structures, capital formation, investor reporting, and investment strategy.

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• Maintain senior-level relationships with institutional investors, joint venture partners, lenders, and other financial stakeholders.

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• Lead financial strategy and capital planning for the firm's development pipeline.

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• Structure and evaluate construction financing, senior debt, mezzanine capital, preferred equity, joint venture equity, and other financing alternatives.

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• Provide financial oversight of large-scale and complex development projects from capitalization through completion and stabilization.

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• Evaluate project underwriting, capital requirements, returns, financing structures, and risk throughout the development lifecycle.

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• Lead and support negotiations with lenders, institutional investors, and joint venture partners.

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• Evaluate acquisitions, dispositions, recapitalizations, refinancings, and strategic partnerships.

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• Identify and evaluate new capital sources and financing strategies.

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• Support the firm's continued geographic and platform expansion from a financial and capital perspective.

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• Lead, mentor, and develop the firm's finance, accounting, and treasury professionals.

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• Evaluate and implement scalable financial systems, reporting processes, and controls.

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• Maintain strong governance, risk management, financial controls, and reporting standards across the organization.

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Qualifications

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• Bachelor's degree in finance, accounting, business, real estate, or a related discipline required.

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• CPA, MBA, or other relevant advanced credential preferred.

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• 15+ years of progressive financial leadership experience within real estate investment, development, private equity, or a similarly sophisticated real estate platform.

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• Prior experience as a CFO, Deputy CFO, Head of Finance, or senior financial executive with broad organizational responsibility.

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• Strong understanding of real estate development finance and complex debt and equity capital structures.

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• Meaningful experience with institutional joint ventures, investment vehicles, and/or real estate fund structures.

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• Demonstrated experience working with institutional investors, lenders, and capital partners.

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• Experience overseeing corporate finance, accounting, treasury, budgeting, forecasting, and financial reporting.

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• Strong understanding of development underwriting, project-level financial performance, and capital allocation.

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• Experience supporting acquisitions, dispositions, refinancings, recapitalizations, and other major transactions.

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• Proven ability to partner with CEOs, investment leadership, and other senior executives on strategic decisions.

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• Demonstrated success leading and developing high-performing finance and accounting teams.

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