We are working with a well-respected real estate firm who is looking for a ChiefFinancialOfficer. This position carries full accountability for financial operations, accounting, tax strategy, debt management, legal oversight, insurance, technology infrastructure, financial reporting, and cash flow management. Reporting directly to the CEO and collaborating closely with the COO, the CFO will serve as a trusted strategic advisor in a fast-paced, nimble environment. This is a fully onsite position.
Key Responsibilities
Oversee budgeting, forecasting, cash flow, and cash positions for the corporate entity.
Oversee the debt department, ensuring a sound debt strategy is deployed for each transaction.
Coordinate with the Director of Equity on deal structuring and joint venture agreements to minimize risk and reduce tax liability.
Direct all accounting functions, including financial reporting, compliance, and the application of best-practice accounting policies, procedures, and internal controls.
Manage tax strategy, filings, and relationships with external tax advisors.
Collaborate with the CEO and COO on key technology decisions.
Ideate and collaborate on process improvements to drive platform-wide efficiency and support growth.
Manage, mentor, and retain a lean but highly capable internal team across accounting, debt, legal, and IT functions.
Qualifications & Requirements
15+ years of progressive experience in accounting or finance, including at least 5 years in a management role (e.g., Director of Finance, Director of Accounting, or Controller).
Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA required.
Deep understanding of capital markets, real estate deal structuring, joint venture agreements, and project financing.
Experience in a closely-held firm strongly preferred.
Proven strong leadership, communication, and interpersonal skills.
Ability to thrive in a fast-paced environment with high accountability.
Join a real estate, construction, and investment firm with decades of growth and reinvention, focused on value-add real estate. They emphasize long-term ownership, tax-efficient cash flow, and a vertically integrated approach (in-house construction, design, finance, and asset management) to deliver enduring value. Their culture is built on caring, connection, hard work, humility, and innovation-creating lasting communities where residents thrive and investors see strong returns.
For confidential consideration, please apply here or email us at info@ignitedrecruiting.com.
$116k-210k yearly est. 3d ago
Vice President Finance
Anchored Executive Search
Chief finance officer job in Los Angeles, CA
Anchored Executive Search is helping one of our Property Management client's find a rockstar VP of Finance for their multi-family portfolio.
A few highlights on the opportunity:
Successful multi-family portfolio with 10,000 total units (mid-rise and garden style) mostly solid B rated properties.
My client would describe themselves as more of a mom and pop operation.
The CFO and COO have been with the owner for over 15 years.
5,000 units in California and 5,000 units in FL, LA, and Kansas.
My client does own and operate their entire portfolio.
Placed a rockstar VP of Operations with the company about 6 months ago and she's thriving.
The VP of Finance for the Multi-Family Property Management Division is responsible for providing strategic financial leadership, oversight, and direction for all financial operations within the organization's multi-family portfolio.
This position works in close partnership with the Corporate CFO, COO, and Principal/Ownership to align financial strategy with business objectives while maintaining strong financial controls, transparency, and compliance.
Very competitive base salary, bonus potential, great health benefits and generous PTO.
Must be a CPA
$120k-188k yearly est. 2d ago
Chief Operating Officer
Gaetani Real Estate
Chief finance officer job in San Francisco, CA
Company Background
Gaetani Real Estate (GRE) has provided professional property management services to San Francisco Bay Area property owners for more than 75 years. Backed by three generations of experience, we deliver thoughtful, customized management solutions for commercial and multi-unit residential properties-taking the hassle and worry out of ownership while protecting long-term value.
Position Summary
The Chief Operating Officer (COO) is a key member of the executive leadership team responsible for driving operational excellence, business scalability, and organizational alignment across a mid-size, multi-entity property management organization. This role oversees day-to-day operations and leads strategic initiatives that elevate the company into a best-in-class property management organization, with potential expansion through organic growth and acquisition of smaller property management organizations.
The COO provides high-level vision and leadership while remaining hands-on to understand the business at a deep operational level. This individual will drive accountability, optimize processes, strengthen cross-functional collaboration, and ensure the company delivers exceptional service to owners and residents, while increasing profitability.
This role oversees corporate and field operations including:
Property Management (APMS, OSM, PMs)
Maintenance (Marview Maintenance)
Human Resources (in partnership with the Human Resources Director)
Leasing team
Inspection team
Key Responsibilities & Duties
Strategic Leadership & Growth
Partner with PRNs and executive leadership to define, refine, and execute the company's long-term strategic plan.
Build an operational roadmap that supports scaling the organization to the “next level” while maintaining culture, compliance, and service quality.
Lead organizational assessments and design improvements across workflow, communication, technology, staff structure, and operational efficiency.
Explore and evaluate potential acquisitions of small property management companies, including operational due diligence, integration planning, and post-acquisition alignment.
Drive adoption of industry best practices and service standards to position the organization as a market leader in operational excellence.
Operational Management
Provide direct leadership and oversight to Property Management, Marview Maintenance, Leasing, Inspections, and corporate operations (HR).
Develop and maintain performance metrics, KPIs, service-level expectations, and dashboards to track operational health across all departments.
Build consistent, scalable processes that applies procure-to-pay and project-to-cash principles for property operations, maintenance scheduling, inspections, leasing, tenant relations
Pre-emptively plan and execute oncompliance requirements.
Standardize communication for field teams (technicians and OSMs) and the corporate office.
Ensure seamless coordination between Marview Maintenance and Property Management to improve turn times, maintenance quality, owner satisfaction, and resident experience.
Drive cross-department alignment with Portfolio Accounting, and collaborate on standard operating procedures that increase work efficiency, ; strengthen data quality and enable reporting
Property Management Oversight
Ensure PMs, APMs, and OSMs receive clear expectations, standardized workflows, and consistent training to maintain high service delivery.
Improve communication between PM teams and clients, ensuring transparency and continued relationship building and trust.
Ensure compliance with state and local landlord-tenant laws, rent control rules, notice requirements, and inspection standards.
Strengthen processes related to turnovers, vendor management, leasing velocity, resident satisfaction, and building operations.
Build out a standardized process for onboarding, offboarding, property management that is executed clearly.
Maintenance Operations (Marview Maintenance)
Ensure maintenance operations are efficient, cost-effective, and responsive.
Oversee scheduling systems, technician performance, work order quality standards, and customer service outcomes.
Introduce preventative maintenance programs and long-term capital planning coordination with PMs and ownership.
Improve maintenance reporting and communication between Marview and corporate stakeholders.
Leasing & Inspection Teams
Supervise the leasing department, ensuring leasing velocity targets, marketing quality, strategic pricing, showing activity, application processing, and move-in readiness.
Oversee the inspection team's compliance with local regulatory requirements (especially for SF), routine inspection schedules, and building conditions reporting.
Ensure inspection data feeds into maintenance planning, property budgeting, and owner communication.
Technology, Systems & Process Improvement
Collaborate with the CFO on the optimization of AppFolio, including workflows, data consistency, reporting, and user adoption.
Identify and implement technology solutions that improve efficiency across departments (maintenance routing, inspection tools, HRIS, etc.).
Build repeatable SOPs, templates, training guides, and scalable operational frameworks that reduce errors and dependency on individuals.
Improve reporting structures and internal communication channels (Teams, task systems, dashboards).
Partnership with CFO
Partner with the CFO to provide input to the company's financial budgeting cycle and contribute insight to periodic performance tracking across fees, maintenance revenue, commissions, and unit growth
Ensuring alignment between financial strategy, operational goals, and day-to-day business activity.
Understand and provide inputs to corporate budgeting processes, variance analysis, and forecasting,
Discuss and opine on cross functional workflow build out, and set priorities for cross-functional initiatives
Optimize vendor contracts, property management contracts, maintenance spending, inventory control, and operational expenses.
Qualifications
Required
10+ years of progressive leadership experience in operations, property management, facilities/maintenance, real estate services, hospitality, multi-site management, or another complex operational industry.
Proven experience scaling operations or leading multi-department organizations.
Experience overseeing multiple business units or cross-functional teams (Operations, HR, Maintenance, etc.).
Strong financial acumen with ability to interpret financial statements, understand budgets, and partner with the CFO/finance team.
Demonstrated success implementing operational improvements and building processes from the ground up.
Strong leadership, communication, and cross-functional collaboration skills.
Ability to be both strategic and hands-on, comfortable with executive decision-making and tactical problem-solving.
Ability to work within regulated environments and willingness to learn property management laws (if not already experienced).
Preferred
Experience in property management, real estate, multi-family, or facilities/maintenance environments.
Experience with AppFolio or similar property management systems.
Experience with mergers & acquisitions or integrating acquired companies.
Experience with California or San Francisco-specific housing compliance.
Core Competencies
Strategic Planning & Execution
Operational Excellence
Process Design & Standardization
Leadership Development
Scalability / Systems Thinking
Financial Analysis & Budget Knowledge
Problem-Solving & Decision-Making
Cross-Functional Alignment
People & Culture Leadership
Success in This Role Looks Like
A best-in-class property management department with standardized processes and predictable performance
A strong, aligned leadership team across PM, maintenance, leasing, HR, accounting, and inspections
Clear KPIs, reporting structures, and communication channels
Faster maintenance response times and improved tenant/owner satisfaction
Improved financial performance and operational efficiency
A roadmap for scaling or acquisitions
A culture of accountability, transparency, and continuous improvement
A COO who can operate at the executive level and step into tactical work
Equal Employment Opportunity
Gaetani Real Estate is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics), veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.
We are also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.
$117k-220k yearly est. 1d ago
Director of Accounting & Controller
20/20 Foresight Executive Talent Solutions
Chief finance officer job in Costa Mesa, CA
Company
Our client is a privately held commercial real estate development firm headquartered in Costa Mesa, California, with a primary focus on the development, redevelopment, and repositioning of commercial real estate assets across the Western United States. The firm's portfolio is primarily composed of state-of-the-art industrial properties, along with experiential and grocery-anchored retail assets, representing approximately 1.4 million square feet of developed and repositioned assets under management as well as 870,000 square feet of additional pipeline developments throughout Western U.S. markets.
The firm operates as a vertically integrated developer, managing projects across the full lifecycle-from site acquisition and entitlement through design, construction oversight, leasing, and ongoing asset management. Our client is also an active acquiror of core, core plus and value-add assets. The firm maintains a disciplined investment approach centered on capital efficiency, and risk mitigation. The firm partners closely with its family-office capital provider, institutional lenders, business partners, and third-party consultants to execute projects under conservative leverage structures and clearly defined return and covenant parameters.
Position
Reporting directly to the Senior Vice President of Investment Management, the Director of Accounting & Controller is responsible for directing and managing all financial oversight, accounting, record keeping, budgeting, cost control, and financial reporting and analysis for the company.
This executive provides executive leadership across accounting, reporting, covenant compliance, risk management, and administrative oversight. The successful candidate will have demonstrated experience leading financial operations for complex real estate entities, managing lender and investor reporting, and overseeing financial controls and risk management frameworks.
Strong technology and systems acumen is required, including leadership of the implementation, optimization, and full utilization of Yardi, as well as evaluation and selection of document management, retention, and data systems. This position works closely with the Family Office capital provider, external accountants, tax advisors, lenders, and legal counsel to support investment, development, and operating activities.
Responsibilities
Accounting Operations & Controls:
Oversee accounting systems, processes, and procedures to ensure efficient operation of the financial function.
Ensure accounting records are consistent, accurate, and supported by appropriate controls, checks, and balances.
Maintain up-to-date and accurate records for all financial transactions, including:
Inflows and outflows
Budgets
Investments
Receivables and payables
Vendor contracts
Insurance
Expense reports
Maintain and analyze all general ledger accounts, accounts payable/accounts receivable, and fixed asset activities, ensuring accurate and timely processing of transactions.
Prepare monthly financial close, financial statements, and bank reconciliations for bank and credit accounts.
Tax, External Coordination & Payroll:
Liaise with external accountants to minimize tax liabilities through effective tax structures and/or formation of entities used for investing with minimal tax consequences.
Provide services for payroll and other financial areas.
Coordinate with the family office, including making requests for capital calls.
Financial Reporting & Analysis:
Manage and prepare monthly, quarterly, and annual financial reporting for managed entities, including:
Cash flow projections.
Financial statements
Quarterly covenant tests
Monitoring and reporting of covenant compliance.
Prepare and maintain consolidated financial forecasts and variance analysis versus prior periods and budget.
Provide detailed analysis of all revenue and cost variances.
Participate in special projects and financial analyses as needed, including:
Creation and maintenance of portfolio dashboards and KPIs
Cost basis analysis
Historical and projected cash flows
Valuation analyses
Participate in quarterly financial review meetings.
Budgeting, Forecasting & Systems:
Manage the preparation of the annual budget and forecast cycles the firm and all operating entities.
Manage the continued implementation and full utilization of Yardi to drive operational efficiency, including:
Accounts receivable and accounts payable
Effective and usable reporting
Strong budgeting and forecasting capabilities
Coordinate accounting and compliance for credit and loan agreements, including:
Financial reporting to lenders
Principal and interest payments
Calculation, tracking, and reporting of covenant compliance.
Lead efforts to evaluate and implement alternative record systems to the current Syncplicity file and database management system.
Entity Management & Compensation Support:
Create and maintain ownership and entity organizational charts.
Assist with coordination of new entity formations with outside counsel.
Assist with monitoring and calculation of promote and bonus payments.
Risk Management & Internal Controls
Administer, develop, and monitor internal controls, accounting policies, and procedures.
Perform research on complex accounting and reporting issues as required.
Establish and implement internal controls to protect and preserve assets.
Analyze and implement new accounting standards and reporting requirements to ensure ongoing compliance.
Work with outside accounting firms to conduct periodic risk assessments.
In partnership with the SVP:
Drive overall risk management and insurance functions.
Take initiative to improve controls and processes.
Collaborate with the SVP, internal staff, and external consultants to identify, coordinate, and implement system and process improvements with a focus on efficiency and accuracy.
Qualifications
Bachelor's degree in finance, Accounting, Economics, or a related field; advanced degree or professional certification (CPA, CMA, or MBA) preferred.
Minimum of 7-12 years of progressive financial leadership experience, with demonstrated responsibility for accounting, financial reporting, budgeting, and forecasting.
Prior experience in commercial real estate, with a strong preference for industrial real estate development, investment, or asset management environments.
Proven experience overseeing multi-entity accounting structures, complex ownership arrangements, and project-level financial reporting.
Demonstrated experience managing debt facilities, lender reporting, and covenant compliance.
Hands-on experience with Yardi (or comparable real estate accounting platforms) and a strong working knowledge of financial systems, reporting tools, and document management platforms.
Experience coordinating with family office capital providers, external accountants, tax advisors, legal counsel, and lenders.
Personal Skills & Attributes
Highly effective in nimble, entrepreneurial, and high-velocity environments, with the ability to balance strategic oversight and hands-on execution as needed.
Comfortable operating in organizations with lean teams and evolving processes, where priorities shift and speed, accuracy, and judgment are equally critical.
Demonstrates strong ownership mentality, taking accountability for outcomes rather than narrowly defined responsibilities.
Able to synthesize complex financial data into clear, actionable insights for senior leadership, capital partners, and lenders.
Strong judgment under ambiguity; capable of making sound decisions with incomplete information while managing risk appropriately.
Organized, disciplined, and detail-oriented, while maintaining the ability to see the broader business and investment context.
Effective collaborator who builds credibility with investment, development, and operations teams, as well as external partners.
High degree of professional integrity, discretion, and reliability, particularly when handling confidential financial and investor information.
Comfortable working at pace and under deadline pressure without sacrificing quality or control.
$113k-171k yearly est. 1d ago
Senior Vice President, Capital Markets, West
Walton Global 4.9
Chief finance officer job in Scottsdale, AZ
Overview of the Company
With 47+ years of experience, Walton is one of North America's leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 4.3 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management. Our head office is in Scottsdale AZ, USA and we have offices located in the UAE, Southeast Asia, China and Canada.
Position Summary
The SVP, Capital Markets, is responsible for identifying and establishing contact with potential clients in their assigned territory as well as educating current Advisors on the Walton product(s). This position's main duties include traveling to assigned territories, when possible, to meet with potential and current Advisors and/or clients and pitching the Walton platform to current or potential Advisors and maintaining those relationships. The person hired for this position must be located in Scottsdale, AZ or CA.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
· Educate Advisors and Advisors' clients both on and offsite on Walton structure and the benefits and risks of investing in Walton project offerings
· Identify and establish contact with potential clients in assigned territory
· Engage with current and potential clients in assigned territory through face-to-face interactions, promoting sales/marketing initiatives and establishing relationships
· Provide information and respond to questions to allow Advisors to comply with applicable FINRA and SEC rules and regulations
· Achieve a minimum level of daily calls, contacts, and other activity metrics
· Schedule and oversee the coordination of seminars, client events and due diligence meetings
· Work alongside of and mentor Internal Sales Associates
· Actively pursue Registered Investment Advisors and Broker Dealer Reps within the assigned territory (Western U.S.)
· Assist with managing Industry Events within the assigned territory
· Conduct product presentations in front of a large group and present web presentations and conduct Due Diligence Meetings both on and offsite
· Maintain an advanced understanding of the Financial Industry, FINRA, Broker Dealer and registered investment advisor relationships, and more specifically Walton's investment structures
· Comply with applicable FINRA, SEC and internal Walton Securities compliance requirements at all times
· Maintain familiarity with Walton Due Diligence and Project Specific presentations
· Perform other duties as assigned
Qualifications
· SIE, Series 7 or 22 and Series 63 licenses required.
· Minimum of 5 years of experience selling to Broker Dealer Reps and Registered Investment Advisors in the Western U.S.
· Experience selling Reg D offerings and/or DST offerings
· Customer relationship management (CRM) applications
· Ability and willingness to travel up to 75% of the time
· Demonstrated ability to meet sales objectives and goals
· Advanced level of relationship management and interpersonal skills and the ability to strategically and ethically leverage client relationships
· Possess and maintain strong market knowledge to provide comprehensive service to clients, develop new solutions, and construct compelling recommendations
· Familiarity with marketing and sales strategies and consumer psychology
· Professional, strategic, analytical, organizational, and interpersonal skills
· Proactive and performance driven
· Able to work under pressure in a fast-paced environment
· Ability to adapt easily to changing department needs and dynamics
· Proficiency required in Microsoft Office (Word, Outlook, PowerPoint, Excel 2007)
Why Walton
Competitive pay and benefits
Opportunities to grow and develop skills in multiple disciplines
Fun, energetic co-workers who share the same core values and strategies
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.
The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.
We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.
$130k-202k yearly est. 3d ago
COO
The Sack Company 4.0
Chief finance officer job in Phoenix, AZ
Detail of Responsibilities
Reporting to the CEO and management team, the Chief Operating Officer will oversee a construction operations team. The COO will provide leadership, management, and vision to ensure that the company delivers exceptional operational outcomes to meet agreed upon growth objectives.
Specific Responsibilities & Key Deliverables:
Oversee Corporate P&L
Drive quality and profitability to meet or exceed company objectives
Create clarity of roles and full accountability for performance of the business in terms of top line growth and efficiency (earnings) that are sufficiently predictive to enable near real-time intervention into problem areas
Assess organizational structure and recommend changes for optimization and efficiency
Develop appropriate KPI's to measure and predict performance top line growth, efficiency, etc.
Lead operations by example, encouraging company's culture and directing any changes as agreed to in conjunction with CEO.
Investigate, approve and implement broadened scope of operations and revenue streams with CEO approval. Potential areas of development include service, millwright and expansion of existing trades.
Work with CFO to assist the Senior Managers to develop, and then meet the annual earned revenue plan.
Review and approve all estimates.
Conduct project review meetings daily, weekly or monthly as necessary to evaluate health of projects in accordance with schedule and estimates and remedy emerging problems.
Support leadership team members (project management, estimating, purchasing, sales, finance, special projects, service, design and others) for the greater good of the firm's overall success. Act as final resolution to any unsolved problems or intercompany disagreements.
Conducts monthly project reviews, in conjunction with the financial team, of all projects, for any variance in individual project objectives (customer satisfaction, schedule, cost, customer satisfaction, staffing issues) and the Project Manager updates forecasts accordingly.
Partner with senior leadership team to evaluate current strategies of organization to ensure continued growth and success
Continually drive innovation within operations
Champion the recruiting, selecting, orientating, training, coaching and disciplining of the operations team as needed
Champion company BIM coordination, Lean and Prefabrication initiatives
Champion the development, implementation, and continuous improvement of organizational management protocols, practices, and tools
Oversee Direct Reports:
Oversee labor pool through labor managers.
Oversee the delivery of all planning work.
Oversee monthly reporting on all changes from previous forecasted objectives.
Oversee any subcontract procurement and management through the Project Managers.
Oversee the delivery of commissioning services through the appropriate channels.
In conjunction with financial managers, oversee the cash management of projects to ensure positive working capital.
Oversee project safety plans through the project managers, labor managers and Safety Manager.
Oversee proactive tool management through shop manager or labor managers.
Oversee warranty accounts when necessary.
Final approval of all labor and shop issues.
FUNCTIONAL skills/experience needed:
Field services leadership experience (distributed team)
Operations team leadership
Proven experience in process strategy and implementation
Organizational assessment and strategy
KPI development and management
Experience working in highly complex organizations
Recruitment, selection and on-boarding/training
INDUSTRY Experience: Construction Services
Commercial and Industrial new construction
Non-Residential (commercial) construction
Industrial Plant and Equipment Relocations
Specific specialty contracting: Mechanical, Electrical, Plumbing, Millwright & Rigging
STAGE of Company Experience
Emerging/growth phase of company development & rapid revenue growth, $50-$150M+
MANAGEMENT & Leadership Experience
Experience reporting to CEO/President in past
Experience leading construction professionals
Successful history meeting and exceeding KPI's and key metrics for organizations
Passion for and prior history of creating high performing teams
“Player-coach” approach to management/leadership
Defined by others as smart, capable, hands-on, energetic, and someone who possess a strong entrepreneurial spirit
Building scalable management processes without suffocating innovation/speed
GENERAL
Finally, this individual should have as many as possible of the traits required to succeed in this leadership position:
High levels of intelligence, analytical strength and conceptual ability.
The ability, and willingness, to set and communicate high standards for professional staff and to hold people accountable for their performance; at the same time, sensitivity to, and insight into individuals' capabilities and development needs, and the combination of firmness and likability that all good leaders possess.
Decisiveness when necessary, coupled with a willingness to seek input and build consensus as much as possible.
Excellent writing and speaking skills; this individual must be able to communicate complex ideas and information clearly and concisely.
Outstanding planning and organization skills.
Good strategic instincts and long-term vision; the ability to address both big-picture issues and detailed, day-to-day management concerns.
A sense of ownership, not just of his or her own work, or that of their department, but a sense of ownership for the company as a whole.
Demonstrated success as a people leader, including the ability to set and gain buy-in for strategic direction and vision, attract, hire, retain, and develop high performing teams, and establish an engaging culture of accountability, quality, and customer focus.
Demonstrate professional behavior and actions consistent with the companies values
$84k-130k yearly est. 4d ago
Director of FP&A: Strategic Growth & Financial Excellence
Rosendin Electric 4.8
Chief finance officer job in San Jose, CA
A leading electrical contractor in California is seeking a Director of FP&A to lead budgeting and financial modeling efforts. The ideal candidate will have over 15 years of experience in Finance/FP&A, with the ability to influence senior leadership and drive strategic financial initiatives. This position offers a competitive salary package and extensive benefits including stock ownership and performance-based bonuses.
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$137k-196k yearly est. 1d ago
Director of Asset Management
Prismhr 3.5
Chief finance officer job in Phoenix, AZ
🎯 Director of Asset Management - Commercial Real Estate Credit
The Opportunity: Lead Credit Performance & Workout Strategy
A leading private equity real estate firm is seeking a decisive, credit-first leader to join its high-performance, entrepreneurial team in Phoenix as the Director of Asset Management.
This is a critical, hands-on leadership role overseeing the performance of the firm's commercial real estate credit platform, specifically managing a portfolio of transitional and bridge loans. You will be the central figure responsible for identifying early risk indicators, driving proactive borrower engagement, and executing complex workout and REO resolution strategies.
If you thrive where speed, expert judgment, and precision are paramount-and you are fluent in complex loan structures and risk management-this is your chance to drive meaningful outcomes for investors.
Key Responsibilities & Impact:
Portfolio Management & Risk: Manage and monitor a portfolio of commercial bridge and structured loans, identifying early risk indicators and implementing timely corrective actions.
Workout Execution: Direct high-stakes workout strategies for underperforming or defaulted assets, including restructures, deed-in-lieu, foreclosure, and active REO management.
Cross-Functional Leadership: Partner with legal, servicing, accounting, and investment teams to streamline decision-making, coordinate external counsel, receivers, and maximize recovery.
Reporting & Analytics: Drive real-time visibility and reporting accuracy through robust KPI tracking, cash flow analysis, and performance dashboards.
Origination Feedback: Provide actionable feedback loops to credit and underwriting teams to strengthen new loan origination discipline.
What Defines Success (Performance Profile):
Experience: 8+ years in commercial real estate asset management on the credit side (lender, debt fund, or special servicer experience is ideal).
Expertise: Proven experience handling loan restructures, defaults, and REO processes. Strong understanding of bridge lending and CRE loan documentation.
Mindset: A credit-first thinker and a calm problem-solver who thrives in "messy" workout situations.
Technical Skill: Advanced Excel and portfolio analysis skills (Power BI and Argus experience preferred).
Education: Bachelor's degree in Finance, Real Estate, or related field (MBA or CFA a plus).
Compensation & Culture:
Compensation: Competitive base salary and performance-based bonus structure.
Premium Benefits: Enjoy an Unlimited Vacation Policy, Medical insurance, and a 401(k) plan with a company match.
Culture: Join a collaborative, ego-free, and professional environment where leadership is accessible daily. The team is committed to continuous improvement, integrity, and operational excellence.
We are seeking candidates who desire to work on-site in Phoenix, AZ, and contribute actively to a high-performance, entrepreneurial culture.
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform.
The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration.
This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives.
Essential Job Duties and Responsibilities
Accounting Operations, Control & Finance Transformation
Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes
Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner
Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk
Partner with Technology & Data teams on integrations, data integrity, and change management controls
Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls
Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners
New Products & Growth Enablement
Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale
Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively
Financial Reporting
Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting
Support audit readiness and the implementation of new accounting standards, as applicable
Leadership & Collaboration
Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology
Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives
Required Skills, Knowledge and Abilities
Bachelor's degree in Accounting, Finance or related field
CPA license required
Experience with ERP implementation/optimization projects
Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred
Demonstrated experience in accounting operations and financial close and reporting processes
Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus
Deep understanding of U.S. GAAP, internal controls and financial reporting requirements
Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate
Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports
Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change
Exceptional organization, keen attention to detail and commitment to accuracy
Excellent written communication skills including production of clear and concise process documentation
Additional Information Regarding Job Duties and s
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Compensation: $260,000 - $310,000 annually + Bonus
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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$260k-310k yearly 5d ago
Controller
Kerr Recruiting Group
Chief finance officer job in Irvine, CA
The ideal candidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.
Responsibilities
Create and manage cash flows
Prepare and submit loan draws
Manage a small staff in the day to day accounting activities
Prepare reports for audits/CFO
Qualifications
Bachelor's degree in Accounting or 5 - 7 years of related experience IN CONSTRUCTION and/or LAND DEVELOPMENT
Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
GAAP knowledge, CPA preferred
Strong written, verbal and collaboration skills
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform.
The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration.
This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives.
Essential Job Duties and Responsibilities
Accounting Operations, Control & Finance Transformation
Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes
Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner
Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk
Partner with Technology & Data teams on integrations, data integrity, and change management controls
Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls
Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners
New Products & Growth Enablement
Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale
Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively
Financial Reporting
Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting
Support audit readiness and the implementation of new accounting standards, as applicable
Leadership & Collaboration
Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology
Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives
Required Skills, Knowledge and Abilities
Bachelor's degree in Accounting, Finance or related field
CPA license required
Experience with ERP implementation/optimization projects
Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred
Demonstrated experience in accounting operations and financial close and reporting processes
Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus
Deep understanding of U.S. GAAP, internal controls and financial reporting requirements
Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate
Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports
Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change
Exceptional organization, keen attention to detail and commitment to accuracy
Excellent written communication skills including production of clear and concise process documentation
Additional Information Regarding Job Duties and s
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Compensation: $260,000 - $310,000 annually + Bonus
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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$260k-310k yearly 5d ago
Chief of Staff to the CEO
Clipbook
Chief finance officer job in San Francisco, CA
Overview 😀
Clipbook (clipbook.io) is looking for a rockstar Chief of Staff to the Founder & CEO to join our team.
This is the first Chief of Staff hire at Clipbook, with the opportunity to have a significant impact on organizational strategy, operations, and cross-functional execution. You will act as a trusted partner to the CEO and leadership team.
In this role, you will be responsible for streamlining operations, driving strategic initiatives, and ensuring alignment across teams, with a focus on enabling the company to scale effectively.
This position is ideal for someone with a passion for early-stage businesses & operational excellence who can bring a mastery of the core business skillset to a diverse, complex, and fast-moving range of business challenges.
CoS is an intense, high-stakes role - and is best for someone who is jet-fuel driven, ambitious, and excited to build a massive company.
Based in SF to co-locate with the CEO.
About Clipbook 🚀
Clipbook is the largest & fastest growing vertical AI company for PR, communications, and government affairs teams in the world.
We support 200+ customers across the U.S. and U.K., including many of the country's most influential & impactful organizations - from publicly traded companies to professional sports teams, nonprofits, and government agencies.
We bootstrapped profitably from 0 to over 7 figures in revenue in just over a year (and have grown multiples since) and are now venture-backed by leading investors - including Mark Cuban and several leading operators in the segment.
Our Vision
🚀
To be the lens through which leaders listen to - and engage - the world.
Clipbook will automate key workflows for knowledge workers - including replacing hours of desk research using predictive AI - to empower informed decision-makers across the world's most impactful organizations.
What you'll do
Partner closely (on a daily basis) with the CEO on all aspects of running the business.
Strategic Planning & Execution: Help drive strategic initiatives, ensuring alignment across teams and priorities
Executive Support: Prepare materials and agendas for leadership meetings and investor communications; represent the CEO in internal and external meetings as needed.
Operational Efficiency: Identify and solve bottlenecks in processes to improve team productivity and effectiveness; implement scalable systems to support rapid growth
Cross-Functional Leadership: Engage across functionals, ensuring seamless communication and collaboration between engineering, operations, product, growth / sales, and customer success teams.
Special Projects: Drive high-impact projects and initiatives that are critical to the company's growth and success; tackle ad hoc challenges with creativity and efficiency.
Examples projects / areas of ownership:
Quarterback Clipbook ‘all-team' meetings & ‘executive team' meetings
Work with CEO to finalize our 2025 budget & investment plan
Draft & manage cadence of communications with our investors
Support CEO-driven enterprise sales to big-ticket customers (content generation, meeting prep, joining calls directly)
Support CEO on fundraising process (where relevant)
Qualifications Required Skills & Experience
Minimum ~3 years working experience, ideally 3-5 years.
Preferably seasoned professional experience (e.g. in a top consulting firm, private equity, etc.)
Strong mastery of the general business fundamentals, e.g. : quantitative analysis (e.g. core Excel skills), strong written communication, exceptional problem-solving, communication, project management skills, and managerial exposure & experience.
Proven ability to manage multiple priorities in a fast-paced, dynamic environment.
Instinct for early-stage scrappiness & hustle
Rocket-fuel driven work ethic & execution velocity
Preferred Skills
Background in, or passion for, SaaS, AI, or technology companies - and/or a direct experience with (or passion for) our customers
Hands-on experience with scaling operations and implementing organizational processes.
Why Clipbook?
Clipbook is a category-defining company with very strong product-market fit. We've signed some of the top customers in the world in this segment. Our core offering is used by several thousand users every day across 200+ organizations - having consistent & daily impact on the most prominent leaders in the country.
We have a world-class team that is smart, hard-working, and resourceful team - and most of all, who is passionate about our success and excited for the future. Our team has come from leading companies & orgs, including BCG, the White House, and U.S House & Senate. Team members have previously held leadership positions backed by top VCs including Sequoia, Tiger Global, Insight Partners, Coatue, and NFX.
The opportunity to work as the day-to-day, hour-to-hour right hand to the CEO of a venture-backed & rapidly-growing company.
We are a profitably- and rapidly-growing startup with commercial rigor at our core
As the company's first CoS, you will have the opportunity to make a high-leverage impact in an early-stage, venture-backed company at a critical stage of execution.
A fun, jet-fuel driven culture of nimble execution and innovation.
Details
Competitive salary (cash + equity) commensurate with experience
Full benefits, including medical, dental, vision, 401(k), and unlimited & flexible PTO & sick days
Unlimited book / reading budget for professional development
San Francisco-based. Plan to be in-person on a ‘hybrid' working model with the CEO.
How to Apply 📩
Contact: Founder & CEO Adam Joseph (LinkedIn) - **************** with your LinkedIn & resume
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A prominent hotel group situated in California is seeking a seasoned Area Director of Finance. The role demands oversight of financial operations across two high-profile hotels. This position is integral to providing financial leadership and fostering relationships with hotel general managers. Candidates should have a minimum of six years in hotel finance leadership and a relevant degree. The compensation range for this role is between $128,200 and $163,400 annually.
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$128.2k-163.4k yearly 2d ago
Chief of Staff to CEO - Fast-Growth FinTech (NYC)
Menlo Ventures
Chief finance officer job in San Francisco, CA
A fast-growing financial technology company is looking for a Chief of Staff to the CEO in San Francisco. This role involves a mix of strategic and tactical responsibilities, combining project management with operational execution. Candidates should have 4-6 years of experience in relevant fields, excellent communication skills, and thrive in a fast-paced environment. The compensation range is between $132K to $178K, with on-site work expectations.
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$132k-178k yearly 2d ago
Financial Controller (San Francisco, CA)
Collectly, Inc.
Chief finance officer job in San Francisco, CA
About Collectly
Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.
At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.
By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care.
The Opportunity
Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment.
Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.
What You'll Do
Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports.
Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.).
Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results.
Utilize automation processes to enhance operational velocity, precision, and data insights.
Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting.
Oversee external audits, tax filings, and regulatory compliance requirements.
Implement robust internal policies and controls in accordance with US GAAP standards.
Who You Are
5+ years of progressive accounting experience
Background in B2B SaaS startups (Series A, B & C)
Experience in high-growth, venture-backed companies
Deep knowledge of US GAAP and ASC 606
Familiarity with B2B SaaS business models
Systems-oriented mindset with interest in automation and AI
High ownership, strong judgment, and comfort working closely with leadership
Compensation: $150,000 - $180,000 per year
Why You'll Love It Here
Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
Student Loan Support: We help lighten the load with contributions toward your student loans.
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$150k-180k yearly 5d ago
Strategic Hospital Finance Controller
Bileddo Associates
Chief finance officer job in San Francisco, CA
A healthcare consulting firm is seeking a Controller for a not-for-profit hospital in California. This role involves overseeing accounting operations and financial reporting, ensuring compliance with healthcare standards, and collaborating with executive leadership. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, with strong healthcare accounting experience preferred. A competitive compensation package and benefits are offered.
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$91k-139k yearly est. 2d ago
Senior Financial Analyst - Real Estate Investments & Development
Behring Co
Chief finance officer job in Oakland, CA
About Behring Capital
Behring Capital is a vertically integrated real estate private equity firm, pioneering a bold vision for how urban mixed-use ecosystems are built, financed, and operated. As we scale, we're assembling a high-performance team that blends analytical rigor with entrepreneurial grit. We move fast, underwrite deeply, and expect our analysts to be the tip of the spear in capitalizing on opportunities across the capital stack.
About the Role
We're hiring an additional Senior Financial Analysts who can fully and independently underwrite complex multifamily, office, retail or other real estate deals-whether pre-acquisition, stabilized, or already in motion. This is not a plug-numbers-into-a-template position. You'll be expected to investigate, synthesize, and model deals with incomplete information, tight timelines, and direct exposure to C-level decision-making. You will collect raw inputs-ranging from Yardi data feeds and loan agreements to construction budgets and JV documents-and transform them into institutional-grade models, insights, and recommendations.
This role requires flawless modeling skills, high situational awareness, and the ability to reverse-engineer the financial story of any asset. If you've ever rebuilt a model from scratch because the last one was flawed, or found the story no one else could see, we want you.
Key Responsibilities
Deal Underwriting & Financial Modeling
- Develop fully custom DCF models for ground-up developments, acquisitions, recapitalizations, and operational businesses (coworking, carshare, etc.).
- Accurately forecast capital stacks, returns (IRR, equity multiple), preferred equity, waterfalls, and lender/investor participation.
- Dissect and interpret legal agreements (LLCs, loan docs, management agreements, leases) and translate them into financial mechanics.
- Incorporate scenario analysis, stress testing, and probabilistic modeling for downside protection and contingency planning.
- Present complex models and recommendations clearly to executives, partners, and lenders.
Operational & Forensic Analysis
- Reverse-engineer cash flows and operations of existing assets using data from Yardi, bank statements, and internal systems.
- Identify gaps in historical financials, normalize data, and triangulate performance metrics even when the reporting is incomplete or outdated.
- Reconcile job cost reports, construction budgets, and draw schedules to provide clean capital tracking and funding forecasts.
- Drive underwriting assumptions based on real-world data, contractor/project manager feedback, comps, and sensitivity logic.
Construction Draws, Compliance, and Reporting
- Manage full-cycle lender draw process: prepare packages, coordinate supporting documentation, and track disbursements.
- Align capital budgets with lender and investor reporting schedules and manage compliance timelines and deliverables.
- Generate cash flow forecasts, funding waterfalls, and investor return summaries on a rolling basis.
- Collaborate directly with general contractors, construction managers, lenders, and accountants to maintain capital accuracy.
Strategic Collaboration & Execution
- Work directly with the CEO and Managing Director to model new ventures, JV partnerships, and capital raises.
- Support capital markets, debt placement, and investor relations through model-driven narratives and deal collateral.
- Interface with external partners, auditors, and capital providers with confidence and precision.
- Help systematize and elevate Behring's internal underwriting playbook and modeling standards.
Ideal Candidate Profile
- 5-10+ years of experience in real estate private equity, development, or investment banking with a real estate focus.
- Proven track record of building institutional-quality financial models from scratch.
- Experience with large-scale mixed-use, multifamily, or complex operational real estate (100,000-1,000,000+ SF projects).
- Highly proficient in Excel, with working knowledge of Argus, Yardi, and data integrations.
- Strong ability to read and interpret financial statements, deal documentation, and debt structures.
- Able to manage ambiguity, prioritize ruthlessly, and operate with urgency and precision.
- Hungry, humble, and battle-tested in high-stakes underwriting and deal execution.
Application Requirement
All applicants must submit a financial model they built independently. The model must demonstrate:
Discounted Cash Flow logic and KPI tracking
Construction and job cost integration
Equity/debt structuring and waterfall mechanics
Revenue assumptions and operational modeling (if applicable)
Why Join Behring Capital
Operate at the center of a vertically integrated firm managing billions in real estate value.
Gain executive-level exposure and take ownership of deals from end to end.
Join a high-performance team building a world-class real estate platform.
Contribute to innovative developments and capital solutions reshaping the urban landscape.
$86k-119k yearly est. 1d ago
Tax Director, NorCal Corporate Tax
Baker Tilly International 4.6
Chief finance officer job in San Francisco, CA
# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**Tax Director Responsibilities If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business
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$139k-203k yearly est. 3d ago
Senior Financial Analyst, Asset Mgmt.
RETS Associates
Chief finance officer job in Santa Monica, CA
RETS Associates, on behalf of our client, a fully integrated real estate investment and asset management firm, is seeking a Senior Financial Analyst/Associate Asset Management in Santa Monica, CA. They invest and manage assets across the real estate capital structure, including properties, loans, and securities, with a mission to create long-term value for investors and sustain results across market cycles.
RESPONSIBILITIES:
Build and maintain financial, valuation, and sensitivity models for real estate assets and debt investments, utilizing Excel and Argus to determine NPV and IRR.
Direct preparation of quarterly business plans, including leasing strategies, operating budgets, capital improvement plans, and monetization strategies.
Model strategic hold/sell recommendations and assist with asset disposition processes.
Oversee business plan execution, working with joint venture partners, leasing teams, and property managers to ensure performance aligns with objectives.
Assist in preparing quarterly reports, valuations, and capital improvement strategies, including vendor selection and contract negotiations.
Provide periodic reporting for senior management, joint venture partners, lenders, and investor relations.
Support due diligence efforts on potential acquisitions, including legal, financial, and physical reviews.
REQUIREMENTS:
Bachelor's Degree from an accredited four-year university.
2-4 years of experience in institutional real estate asset management or acquisitions.
Strong analytical background in commercial real estate (multifamily, office, retail, mixed-use) across acquisitions, asset/portfolio management, or real estate finance.
Advanced financial modeling and forecasting skills with the ability to generate actionable insights.
Knowledge of key construction and development processes.
Ability to manage multiple priorities in a fast-paced environment.
Strong communication and organizational skills for presenting analyses and recommendations.
Proficiency in Excel, Word, PowerPoint, and Argus.
Client offers a strong benefit package (medical, dental and vision insurance, 401k, disability and life insurance).
How much does a chief finance officer earn in Lake Havasu City, AZ?
The average chief finance officer in Lake Havasu City, AZ earns between $73,000 and $222,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in Lake Havasu City, AZ
$127,000
What are the biggest employers of Chief Finance Officers in Lake Havasu City, AZ?
The biggest employers of Chief Finance Officers in Lake Havasu City, AZ are: