1842R – Chief Financial Officer Retail

Real Estate Chief Financial Officer

We are a fourth-generation family-owned Real Estate development, operating, and investment company. As our portfolio has grown, our Accounting and Finance team has expanded. In planning for the retirement of current CFO, we are seeking a new Chief Financial Officer (CFO) leader to manage and lead the Accounting and finance team.

Position Description:

Reporting to the President, the CFO drives all aspects of financial and accounting planning and practices.  The CFO will provide in-depth analysis and business aligned recommendations on all aspects of the financial reporting and analysis related to the management of our real estate portfolio. The ideal candidate will be an active CPA with experience in financial reporting for a variety of entities, a strong working knowledge of GAAP for real estate companies, real estate construction, real estate taxation, a working knowledge of retail commercial leases, management of commercial properties, and property tax evaluations. The candidate would also have knowledge of and experience in estate planning, ideally in a family office environment. This role will provide the vision and leadership for the accounting and finance functions, including setting and stewarding the team culture, and creating career growth and development opportunities for key staff and management.

Essential Functions/Accountabilities:

• Join the executive team, and provide counsel and advice regarding financial activity and strategic planning
• Maintain lender relations and monitor debt covenants to ensure compliance with lending agreements
• Provide financial modeling and analysis to support investment decisions
• Perform annual income tax review for partnerships, S corporations, private foundation and individual family members
• Review yearly budget/cash flow projection
• Develop personal financial statements
• Develop annual reports on the real estate portfolio for lenders
• Manage and be liaison for estate planning and outside attorney regarding all trust and estate matters for the family and assist implementation with all estate plans.
• Be the single point of contact for all outside investors related to project financials and performance
• Stay up to date on and advise the executive team of changing federal, state and local laws and rules as they affect tax planning
• Train and manage the accounting team on technical accounting matters and new laws affecting company operations
• Review/assist team members with new construction projects in developing and capitalization of projects and gain calculations for sales and exchanges
• Manage the accounting team/consultants that includes operational and property accounting, tax, treasury and lender coordination, payroll, and human relations

Education and Experience Qualifications:

• Proven experience as a senior finance executive, with strong leadership and organizational skills, with the ability to successfully manage all levels of the organization
• Bachelor’s degree in Accounting or Finance with active CPA
• Intermediate knowledge of Excel and knowledge of data analysis and forecasting
• ProSystem and Yardi experience a plus
• Enjoy a fast-paced environment
• Precise and deadline oriented with excellent communication skills
• Manage multiple tasks with strong attention to detail and accuracy