Title: VP of Accounting and Finance
Industry: Financial Services
Location: West LA
Overview: Pacific Executive Search has been engaged on a search for a VP of Accounting and Finance. In this role, you will take on significant responsibilities overseeing financial and accounting functions, including refinancing strategies and internal controls, while collaborating closely with senior leadership. Located in West LA, this position offers you the chance to shape the firm’s financial architecture and advance your career within a strategic succession plan.
Description:
Responsibilities
- Prepare comprehensive financial packages and reports for lenders during property refinancing and recapitalization processes.
- Maintain a thorough understanding of loan covenants, compliance deadlines, and refinancing timelines to ensure timely submissions.
- Act as the primary liaison for lenders, loan servicers, and debt partners, addressing financial inquiries and documentation requirements.
- Lead the creation of detailed monthly and quarterly internal reports for ownership, highlighting portfolio performance, cash flow, and operating margins.
- Customize reporting packages tailored for family office executives and stakeholders at the property level.
- Enhance and refine internal reporting processes, key performance indicators (KPIs), and dashboards.
- Direct cash flow forecasting at both the property and portfolio levels, incorporating debt service, capital improvements, and leasing assumptions.
- Assist in acquisition and refinancing decisions by analyzing and constructing property-level financial models.
- Maintain rolling forecasts and conduct scenario analyses to inform strategic capital planning.
- Supervise both internal and outsourced accounting functions through the existing Controller.
- Establish and uphold internal controls, accounting cycles, and best practices to ensure compliance and accuracy.
- Lead initiatives aimed at enhancing process rigor, audit readiness, and calendar-based planning.
Qualifications
- 7 to 15 years of experience in real estate investment, family office, or private equity-backed environments.
- Demonstrated success in refinancing, loan covenant compliance, and lender-facing financial responsibilities.
- Strong technical knowledge of GAAP accounting, with hands-on leadership in month-end closing, financial reporting, and tax coordination.
- Expertise in cash flow forecasting, budgeting, and portfolio-level analytics.
- Proven track record of implementing process enhancements and control frameworks.
- Outstanding communication skills, with the ability to engage effectively with C-suite executives and external partners.
- Preferred qualifications include CPA certification or experience with a Big Four public accounting firm.
- Familiarity with property tax, K-1, and partnership tax coordination is advantageous.
- Proficient in real estate systems and Excel-based financial modeling.
