Financial Controller

About the Firm We are a residential–focused real estate investment management firm with active ventures and commingled fund structures spanning acquisitions, development, asset management, and structured financing. Our portfolio includes master-planned communities, multifamily assets, and single-family rental platforms held through a mix of funds, joint ventures, and special‑purpose entities. We are seeking a hands‑on finance leader to own the accounting close, financial planning, and reporting infrastructure across the platform. Position Summary The Controller / Director of Finance, Planning & Accounting is responsible for the integrity of the firm's financial records and the quality of its planning and reporting across fund, joint‑venture, and operating‑company structures. Reporting directly to the COO/CEO, this person owns the full accounting cycle — from the books and records of individual deal entities through consolidated fund and management‑company financials. The role blends technical real estate accounting depth with forward‑looking FP&A. It is structured as a CFO‑track seat: the successful candidate will progressively take on treasury, capital markets, and strategic‑finance responsibilities with the expectation of growing into the Chief Financial Officer role. Key Responsibilities Accounting & Financial Close Own the monthly, quarterly, and annual close across funds, joint ventures, SPVs, and the management company, ensuring timely and accurate results. Maintain books and records in accordance with US GAAP, including real estate‑specific treatments (acquisition accounting, capitalization of development and carrying costs, impairment, and fair value / NAV reporting where applicable). Manage multi‑entity consolidations, intercompany eliminations, and equity‑method / minority‑interest accounting for joint‑venture positions. Oversee the accounting for joint‑venture economics, including capital contributions, preferred returns, promote / waterfall distributions, and partner capital accounts. Establish and enforce internal controls, accounting policies, and a documented close calendar. Financial Planning & Analysis Lead the firm's budgeting, forecasting, and long‑range planning processes at the fund, asset, and management‑company levels. Build and maintain operating‑company cash‑flow forecasts; monitor cash burn, headcount, and overhead, and surface variances to leadership. Debt, Financing & Treasury Maintain accounting and compliance tracking for credit facilities, construction and A&D loans, and other project‑level debt, including covenant monitoring and reporting. Track executed loan documents and amendments, manage draw requests and interest accruals, and coordinate lender reporting requirements. Oversee treasury operations, including cash positioning, capital calls, and distributions across entities. Investor & Stakeholder Reporting Prepare and oversee investor financial reporting packages, capital account statements, and capital call / distribution notices. Coordinate fair market value and cost‑basis reporting and NAV calculations for relevant fund and JV positions. Support board reporting, including financial summaries, KPIs, and analysis for governance and strategic decisions. Audit, Tax & Compliance Manage relationships with external auditors and tax advisors; lead the annual audit and tax‑preparation processes across entities. Own and manage the relationship with the firm's third‑party fund administrator — overseeing the books and records they maintain, reviewing their work product, ensuring accuracy of NAV, capital accounts, and investor reporting, and holding them accountable to service levels and reporting deadlines. Coordinate K‑1 production, partnership tax workpapers, and entity‑level compliance filings. Serve as the primary point of contact for fund administrators, lenders, and other third‑party financial counterparties. Systems & Team Leadership Serve as the firm's NetSuite power user and administrator — owning chart of accounts design, multi‑entity / multi‑book configuration, reporting, and process automation. Champion the use of technology and AI across the finance function — identifying, evaluating, and implementing tools that automate manual work, improve reporting speed and accuracy, and let a lean team scale with the business. Drive continuous improvement of accounting systems, workflows, and the data environment supporting finance. Build, recruit, mentor, and manage the accounting and FP&A team as the platform scales. #J-18808-Ljbffr Socket.dev