Overview
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
CFO Function
- Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
- Manage internal controls, financial reporting, and investor communications
- Advise the CEO and support long-term planning and growth strategy
- Oversee financial statement preparation and cash flow analysis
- Direct and mentor accounting and finance staff
Capital Markets Function
- Lead all equity and debt fundraising initiatives
- Manage investor relationships, including family offices, institutions, and private clients
- Oversee creation of offering materials, investor reporting, and presentations
- Structure investment vehicles, analyze returns, and support the Investment Committee
- Develop and execute strategies to expand the firm’s investor base
Qualifications
- 8+ years of experience in real estate capital markets, accounting, and finance
- Proven ability to raise capital and manage investor relationships
- Strong technical proficiency in financial modeling and reporting
- CPA, CMA, or MBA preferred
- Experience with Yardi and advanced Excel required
- Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
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