Chief Financial Officer

Chief Financial Officer (CFO)Industry: Commercial Real Estate Investment, FinanceCommitment: Full TimeLocation: HybridOverviewWe are seeking an accomplished Chief Financial Officer (CFO) to provide strategic financial leadership within a hybrid operating model with a primary focus on Commercial Real Estate (CRE) Investments and other Business Services. This executive must bring a unique blend of operational finance expertise, investment modeling sophistication, and capital markets acumen to support an expanding, vertically integrated platform.The ideal candidate has served in a senior financial role within a $40M+ revenue organization and has successfully built out an institutional-grade investment modeling, capital stack structuring, and investor relations capabilities. This individual will be a key point of contact for internal leadership, investor groups, family office representatives, and financing institutions.Key Responsibilities1. Strategic Financial LeadershipDevelop and lead an integrated financial strategy long-term real estate investment objectives while also ensuring proper oversight and financial rigor within the vertical.Provide actionable insights on project performance, capital deployment, and portfolio returns to drive enterprise-wide decision-making.Establish KPIs and financial dashboards tailored to the unique mix of Commercial Real Estate and the families various business ventures.2. CRE Investment & Capital Markets LeadershipBuild, refine, and maintain institutional-quality investment models, including:Acquisition underwritingDevelopment pro formasOperating asset projectionsCapital stack optimizationWaterfall structures and investor return analysisScenario & sensitivity modelingLead financial evaluation for acquisitions, development opportunities, and major capital projects.Support debt procurement, lender negotiations, and financing packages for both corporate needs and asset-level transactions.4. Stakeholder & Investor EngagementServe as the financial voice to investor groups, family office members, capital partners, and lenders, delivering high-quality reporting and strategic insights.Prepare and present financial packages for investor committees, partner reviews, and capital raise initiatives.Collaborate cross-functionally with Development, Operations, Asset Management, and Executive teams.5. Financial Planning, Reporting & ControlsLead budgeting, forecasting, treasury management, and liquidity planning across general business and the real estate portfolio.Strengthen financial controls, accounting integrity, and compliance frameworks to support scalable growth.Interface with auditors, banking partners, and external advisors to uphold best-in-class governance.Required QualificationsIndustry & Functional Experience10+ years of senior finance hands on leadership, with deep experience in:Services financial operationsCommercial real estate investment, development, or asset managementTrack record of success in companies with $40M+ annual revenue, preferably in vertically integrated or multi-entity family office structures.Investment & Analytical AcumenExpert-level proficiency in financial modeling, underwriting, and capital stack structuring.Demonstrated ability to build full investment model capabilities from the ground up, including standardized templates, sensitivity analyses, and institutional reporting.Experience coordinating acquisitions, development projects, and debt/equity financing efforts.Leadership & CommunicationProven ability to interface effectively with:Executive teamsInvestor groups and LPsFamily office principalsFinancial institutionsStrong executive presence with the ability to distill complex financial matters into clear, actionable insights.Technical CompetenciesFamiliarity with financial systems and project management tools (e.g., Procore, Sage, CMiC, Viewpoint).Proficiency with CRE modeling tools (e.g., Argus) and advanced Excel-based pro forma development.EducationBachelor's degree in Finance, Accounting, Economics, or a related field required.CPA requiredIdeal Personal AttributesStrategic yet hands-on; comfortable shifting between high-level advisory and detailed operational work.Strong business judgment with a bias for clarity and action.High integrity, reliability, and ability to build trust quickly with stakeholders and capital partners.Comfortable in an entrepreneurial, multi-line business environment that focuses on execution within real estate investments.