- Location: New York, NY
- Industry: Real Estate Development & Investment
- Employment Type: Full-Time | Executive Leadership
About the Opportunity
This individual will oversee the financial operations of a diverse real estate portfolio, playing a critical role in shaping strategy, driving performance, and improving operational efficiency.
This is a hands-on leadership position, ideal for someone with a deep understanding of real estate finance who thrives in a fast-paced, entrepreneurial environment. The CFO will be a key member of the executive team, responsible for aligning financial planning with business goals, optimizing capital structure, and ensuring rigorous financial discipline.
Core Responsibilities
Executive & Strategic Oversight
- Collaborate with ownership and senior leadership to define financial strategy and support long-term business objectives.
- Deliver data-driven insights to guide investment decisions, project feasibility, and risk management.
- Contribute to overall business strategy, particularly around development, acquisitions, and portfolio optimization.
Financial Operations & Controls
- Oversee all finance and accounting functions, including month-end close, cash flow management, and audit preparation.
- Ensure compliance with regulatory and tax obligations across multiple jurisdictions.
- Implement robust internal controls and financial policies that align with best practices.
Capital Markets & Investor Relations
- Manage lender relationships and lead all debt financing and refinancing efforts.
- Negotiate loan terms, covenant structures, and capital stack strategies in support of new development and acquisitions.
- Serve as the primary liaison with capital partners, investors, and financial institutions.
Budgeting, Forecasting & Reporting
- Lead the annual budgeting process and produce rolling forecasts across business units.
- Monitor key financial indicators such as occupancy rates, cost per unit, and NOI margins.
- Deliver clear, concise reports and presentations to executive stakeholders and partners.
Technology & Systems
- Upgrade financial systems and processes to improve data accuracy, reporting speed, and scalability.
- Leverage technology to support business intelligence, automation, and decision-making tools.
- Evaluate and implement ERP or real estate-specific software solutions as needed.
Leadership & Talent Management
- Build, mentor, and retain a high-performing finance team.
- Promote a culture of accountability, collaboration, and continuous improvement.
- Support cross-functional efforts around insurance, benefits, and risk mitigation.
Candidate Profile
- Minimum 10 years of progressive finance experience, including at least 5 years in a senior leadership role within real estate development, construction, or asset management.
- Strong technical background in financial modelling, fund structuring, and GAAP accounting.
- Bachelor’s degree in Accounting, Finance, or related field required; CPA or MBA preferred.
- Deep understanding of real estate financing instruments, from traditional bank debt to joint ventures and preferred equity.
- Demonstrated success in leading financial strategy and organizational change within a mid-to-large-scale private company.
- Experience with Yardi or similar property management/accounting platforms is highly desirable.
- Excellent communicator with the ability to influence at all levels of an organization.
Why Join?
- Take a strategic leadership role in a growing company with a diversified portfolio of real estate assets.
- Opportunity to modernize and scale financial infrastructure across development, investment, and operations.
- Work in a values-driven, agile business with direct access to ownership and executive leadership.
- Competitive compensation, performance-based incentives, and a full benefits package.
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