Our client, a real estate investment and asset management platform focused on managing and overseeing REIT structures, with exposure across multiple asset classes, is looking to hire an experienced CPA with a strong emphasis on financial reporting, controls, and investor transparency as its CFO. The CFO will lead the financial strategy, operations, and governance of their growing portfolio of diversified holdings, guiding financial planning, risk management, capital structure, and compliance, and will serve as a strategic partner to executive leadership. This role requires a seasoned financial expert with deep knowledge of GAAP, tax strategy, public accounting, and complex, multi-company structures.

The ideal candidate is a CPA with a strong background in public accounting, diversified investments or multi-entity holdings, and expertise in raising capital, optimizing financial systems, and scaling organizations sustainably. They must also have direct experience working within a public REIT environment and bring a background in SEC reporting or public company financial governance. Candidates with experience as a Chief Accounting Officer (CAO) or Big 4 Senior Manager/Director are strongly encouraged to apply.

Responsibilities

• Establish and maintain corporate financial policies and procedures, ensuring full compliance with GAAP and direct experience with SEC filings and SEC regulations.
• Partner with senior leadership to develop, evaluate, and monitor annual budgets, business plans, and performance metrics.
• Conduct financial modeling, evaluate economic conditions, and identify opportunities for revenue growth, operational efficiencies, and cost reduction.
• Drive the company’s long-term financial strategy, capital planning, and organizational staffing needs.
• Lead enterprise-wide risk management, including analysis of liabilities, investments, financial exposure, and capital allocation.
• Manage the organization’s capital structure, financing arrangements, and relationships with lenders, investors, and financial institutions.
• Monitor organizational performance using analytical tools, reporting dashboards, and KPIs; develop corrective action plans when needed.
• Oversee finance personnel and financial IT systems to ensure accuracy, reliability, and regulatory compliance (FASB, IRS, etc.).
• Support corporate initiatives related to mergers, acquisitions, divestitures, and restructuring.

Required Skills and Qualifications

• 10+ years of executive financial leadership experience, preferably with multi-entity or diversified holding companies.
• Certified Public Accountant (CPA) required.
• Public REIT experience required.
• Experience as a CAO, CFO, or in SEC reporting/public company financial operations strongly preferred.
• Significant experience in public accounting, financial reporting, and audit coordination.
• Demonstrated success managing financial operations for complex organizational structures or diversified investments.
• Proven expertise in data analysis, forecasting, capital planning, and risk management.
• Deep understanding of advanced accounting principles, regulatory frameworks, and tax planning strategies.
• Strong leadership and organizational skills with impeccable integrity and sound judgment.
• Experience leading mergers and acquisitions from financial due diligence through integration.
• Ability to operate strategically while maintaining oversight of daily financial operations.
• This role includes the opportunity for both cash and stock-based bonus compensation.  The position is on-site 3-4 days a week, and some relocation assistance can be provided if the person wants to relocate to be closer to the office. Compensation range is wide, depending on experience  ($300K-400K) and stock bonus incentives.

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