CFO / Controller, Real Estate Family Office

Seeking a dynamic and strategic CFO / Controller to lead the financial operations of a high-net-worth real estate family office . This pivotal role offers an exciting opportunity to oversee comprehensive financial management, strategic planning, and risk mitigation for a diverse portfolio of multifamily and hospitality real estate investments and family assets.

The ideal candidate will bring a proactive approach, exceptional leadership skills, and deep expertise in corporate finance, accounting standards, and regulatory compliance to drive sustainable growth and preserve wealth across generations.

-Heavy Syndication, refinancing, bank relationship experience.

• Promote a deal to Investors and banks.
• Term Sheets - modify loans
• Raise money for purchase and refinance purposes.

Make your application after reading the following skill and qualification requirements for this position.

-Waterfalls

Duties

• Financial Reporting & Accounting
• Oversee all accounting functions and produce accurate, timely financial statements for the portfolio and its partners
• Manage intercompany reporting, including loans, mortgages, and transactions between related entities
• Maintain general ledger integrity across multiple entities and ownership structures
• Coordinate year-end close and support external accountants and auditors Tax Planning & Efficiency
• Develop and implement tax-efficient structures across the real estate portfolio
• Partner with external tax advisors on entity structuring, depreciation strategies, cost segregation, and 1031 exchanges
• Monitor and manage tax obligations across multiple jurisdictions

Acquisitions, Closings & Financing

• Manage financial due diligence and coordinate with attorneys, lenders, and title companies on real estate closings
• Oversee intercompany loan structures and mortgage documentation
• Support refinancing, capital raises, and debt management activities

Insurance Management

• Evaluate existing property and liability insurance coverage across the portfolio
• Solicit bids from brokers, analyze proposals, and recommend appropriate coverage
• Manage renewals, claims coordination, and ongoing policy compliance

Financial Projections & Strategic Planning

• Build and maintain financial models, cash flow projections, and portfolio-level forecasts
• Provide strategic financial analysis to guide ownership decisions on acquisitions, dispositions, and capital improvements
• Present financial performance and planning summaries to ownership and partners

Affordable Housing & Subsidy Programs

• Understand and manage financial compliance requirements for affordable housing properties within the portfolio
• Monitor subsidy programs including HUD, Section 8, LIHTC, and other xhyhwjd applicable programs
• Coordinate with property managers and compliance staff to ensure financial eligibility and reporting requirements are met

Qualifications Required

• Bachelor's degree in Accounting, Finance, or a related field
• CPA and/or MBA designation
• Minimum 8–10 years of progressive accounting/finance experience, with meaningful exposure to real estate
• Deep understanding of multi-entity accounting, intercompany transactions, and real estate financial structures
• Strong proficiency in accounting software (Yardi, MRI, QuickBooks, or similar) and Excel

Preferred

• CPA and MBA (both)
• Prior experience in a family office or owner-operated real estate environment
• Experience supporting real estate closings and working with lenders, attorneys, and title companies
• Familiarity with 1031 exchanges, cost segregation, and real estate tax structuring