Company Overview:
Our client is a vertically integrated private equity real estate firm focused exclusively on grocery-anchored and daily-needs retail centers in high-growth U.S. markets. Founded more than forty years ago, the firm has transacted over $3 billion of core, core-plus, and value-add shopping centers across 24 states and today owns and operates a portfolio of more than 4.5 million square feet, valued at approximately $1 billion, on behalf of leading institutional investors. Acquisitions, asset management, leasing, construction, property management, and accounting all sit in house, and the organization is deliberately lean, which gives individual contributions visibility at the ownership level.

Position Overview:
Our client is seeking a Chief Financial Officer to lead the finance function and build the infrastructure that allows the platform to scale. Reporting to the CEO and President/CIO, the CFO will own FP&A and strategic planning, accounting, treasury, and controls across property, joint venture, partnership, fund, and corporate entities, and will support the firm’s fundraising and capital markets efforts as a key member of the executive leadership team.

The ideal candidate is a hands-on real estate finance leader who combines strategic perspective with operating ownership. The right person will be equally comfortable advising leadership on planning and capital allocation, producing the financial deliverables lenders and investors rely on, and building and upgrading the finance team, controls, SOPs, and systems.

Primary Responsibilities:

FP&A, Strategic Planning & Capital Support

• Own financial planning and analysis, including budgeting, reforecasting, long-range planning, scenario analysis, and portfolio-level performance reporting.
• Provide financial analysis and underwriting support to the Investment Committee on acquisitions, dispositions, and capital allocation.
• Support the fundraising team on capital markets and investor relations by answering lender and investor questions and producing the financial deliverables required under the firm’s debt and equity agreements, including covenant calculations, capital calls, distributions, and waterfall calculations.

Accounting, Treasury & Controls

• Oversee accounting operations and the monthly, quarterly, and annual close across all entities, including GAAP reporting and CAM reconciliations.
• Own cash management, treasury, and cash-flow forecasting across the portfolio.
• Manage the annual audit and tax compliance process as primary liaison to auditors, tax advisors, and fund administrators.
• Establish SOPs, accounting policies, and internal controls, and make Yardi the financial system of record with a standardized chart of accounts.

Leadership & Team Development

• Serve as a key member of the executive leadership team, partnering with the CEO and President/CIO on strategic planning, capital needs, and growth initiatives.
• Lead and develop a finance organization spanning accounting, tax, treasury, FP&A, and investor reporting, including adding a Controller and other roles as the platform scales.
• Manage change thoughtfully, building on a highly tenured, close-knit team while introducing the processes and controls that institutional-scale growth requires.
• Partner across the vertically integrated platform so financial objectives are tied to asset-level execution and NOI growth.

Qualifications:

• Bachelor’s degree in Accounting or Finance; CPA strongly preferred.
• 12+ years of progressive finance and accounting experience, including direct team leadership.
• Prior CFO, VP of Finance, Corporate Controller, or equivalent senior finance leadership experience with a commercial real estate owner, operator, or investment manager.
• Experience supporting debt and equity financings and producing lender and investor reporting, including covenant compliance, capital calls, and waterfall distributions.
• Retail or shopping-center experience strongly preferred; experience with complex joint venture structures and CAM recoveries considered.
• Strong technical command of GAAP and real estate accounting, including consolidations, joint ventures, and fund accounting.
• Track record of materially improving a finance function through stronger controls, standardized processes, upgraded systems, and team development.
• Yardi strongly preferred (MRI considered); advanced Excel skills.
• Outstanding communication skills and executive presence, with the ability to thrive in a lean, fast-paced environment.

Salary:

• Eligible for bonus.

Compensation will be based on experience and include a bonus and benefits.