Director Finance and Accounting

Overview

Join a dynamic and innovative private real estate investment platform as the Director of Finance & Accounting, where you will play a pivotal role in shaping the financial landscape of our growing investment portfolio. This highly visible position offers significant exposure to deal activity and firm leadership, providing a clear pathway to a future CFO role. You will thrive in a collaborative and fast-paced environment that values operational excellence, strategic insight, and continuous improvement.

Responsibilities

• Lead the annual audit process for investment funds, serving as the primary liaison with external auditors to ensure compliance and accuracy.
• Oversee the preparation of consolidated financial statements and ensure precise fund accounting and investor-level reporting.
• Manage transaction finance for acquisitions, financings, and dispositions, including entity setup, closing coordination, and post-close integration.
• Oversee banking relationships and cash management activities, including capital calls, distributions, and liquidity planning.
• Collaborate with Tax and Compliance teams to support legal entity oversight and ensure regulatory compliance across fund structures.
• Drive process improvements and operational scalability as the firm expands its transaction volume and complexity.
• Provide strategic financial insights to the Managing Partners, enhancing the overall financial infrastructure of the organization.

Qualifications

• Must-Have:
• 4–8 years of experience in real estate private equity, investment management, or related finance/accounting roles.
• Proven expertise in fund-level accounting and reporting, as well as direct transaction-level finance and deal execution.
• CPA certification strongly preferred.
• Strong knowledge of GAAP and real estate partnership accounting principles.
• Experience managing audits and working directly with external auditors.
• Ability to operate effectively in a lean, opportunistic, deal-driven environment.
• Nice-to-Have:
• Familiarity with ERP systems such as SAP or NetSuite.
• Experience in acquisition integration and revenue recognition, particularly ASC-742.
• Strong analytical skills and a proactive approach to problem-solving.