Director of Finance And Administration

The firm specializes in identifying value-added investment opportunities, executing complex development projects, and creating long-term value through strategic acquisitions, redevelopment, and asset management.

With an entrepreneurial culture and a hands-on approach to real estate investment, the firm offers an opportunity to work closely with senior leadership and contribute to the continued success of an established and respected organization.

Position Summary

The company is seeking an experienced Director, Finance and Administration to lead its accounting, financial reporting, treasury, and related administrative functions.

Reporting to senior management, this individual will oversee financial operations across approximately 25–30 operating, property, and fund entities, ensuring accurate financial reporting, strong internal controls, and effective cash management.

The Director will manage the external accounting and audit team, oversee fund accounting and investor reporting, and work closely with leadership on budgeting, forecasting, and financial decision-making.

This position will also provide management-level oversight of payroll, employee benefits, information technology, and select corporate administrative functions.

The ideal candidate is a hands-on accounting and finance leader with strong commercial real estate experience who thrives in a fast-paced, entrepreneurial environment.

Key Responsibilities

Accounting & Financial Reporting

• Oversee accounting and financial reporting for approximately 25–30 operating, property, and fund entities.
• Manage monthly, quarterly, and annual financial close processes, including financial statements, reconciliations, and general ledger activity.
• Oversee accounts payable, accounts receivable, and other accounting operations.
• Manage and develop internal accounting personnel and coordinate external accounting resources.
• Ensure compliance with GAAP and maintain strong accounting policies, procedures, and internal controls.

Fund Accounting & Investor Reporting

• Oversee fund accounting, including capital calls, distributions, investor communication, and financial reporting.
• Coordinate investor K-1 preparation and distribution with external tax advisers.
• Maintain investor accounting records and statements through Juniper Square.
• Support the establishment of new investment funds, joint ventures, and related entities.

Budgeting, Forecasting & Treasury

• Lead budgeting, forecasting, and financial analysis at the corporate, and fund levels.
• Prepare financial projections, cash flow forecasts, and budget-to-actual variance analysis.
• Oversee company-wide cash management, banking relationships, lines of credit, and lender reporting.
• Manage funding requirements, lender draws, loan paydowns, and related financing activities.
• Provide financial analysis and reporting to senior management to support business decisions.

Real Estate Development & Transactions

• Oversee accounting related to real estate development projects, acquisitions, dispositions, and refinancings.
• Work with development teams to monitor project budgets, construction costs, capital expenditures, and profitability.
• Coordinate cash management and construction draw processes with the company’s asset management and development team.
• Support transaction closings, new entity formation, and related accounting requirements.

Audit, Tax & Compliance

• Serve as the primary contact for external auditors, tax accountants, and financial service providers.
• Coordinate activities with the company’s external Fund management platform.
• Coordinate annual audits, tax filings, and related reporting requirements.
• Ensure compliance with applicable accounting standards and regulatory requirements.

Payroll, Benefits & Administrative Oversight

• Oversee payroll processing, accuracy, and reconciliation to the general ledger.
• Manage oversight of employee benefits, including health insurance, 401(k) administration, annual renewals, audits, and required filings.
• Coordinate payroll and benefits requirements associated with employee onboarding and departures.
• Manage the company’s outsourced IT provider, including technology systems, cybersecurity, password management, and access controls.
• Oversee corporate insurance renewals, technology vendors, and significant service contracts.
• Identify opportunities to improve financial systems, internal controls, and operational efficiency.

Key Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred but not required .
• Minimum of 10 years of progressive accounting and financial management experience, preferably within commercial real estate.
• Strong knowledge of GAAP, financial reporting, internal controls, and multi-entity accounting.
• Demonstrated experience with real estate development, property accounting, and complex ownership structures.
• Experience with fund accounting, investor reporting, capital calls, and distributions highly desirable.
• Strong budgeting, forecasting, cash management, and financial analysis skills.
• Experience managing accounting teams and working with external auditors, tax professionals, and lenders.
• Proficiency in Microsoft Excel and accounting systems; experience with Yardi, QuickBooks, and Juniper Square preferred.
• Strong leadership, communication, organizational, and problem-solving skills.
• Ability to work independently, manage competing priorities, and operate effectively in an entrepreneurial environment.