Director of Financial Reporting
StevenDouglas, Florida, NY, United States
A vertically integrated private commercial real estate investment firm is seeking a Director of Financial Reporting to enhance reporting quality, strengthen compliance infrastructure, and support continued growth. This role partners closely with senior finance leadership. The position is designed to elevate financial reporting consistency, validate investment-level financial outputs, coordinate tax and audit workflows, and reinforce internal control discipline.
This opportunity is ideal for someone who is very experienced in private real estate funds who thrives in a lean, entrepreneurial environment and enjoys building structure and standardizing procedures within a growing real estate investment platform.
**Can live anywhere in the US with the exception of California**
Core Responsibilities
Support preparation of quarterly investor reporting packages across multiple investment vehicles
Review property- and fund-level financial statements and supporting schedules for accuracy and completeness prior to distribution
Validate capital account rollforwards, equity allocations, and distribution calculations in coordination with external advisors
Ensure consistency of reporting formats across funds, entities, and joint ventures
Maintain reporting checklists and standardized supporting schedules
Strengthen documentation supporting financial outputs and improve reporting clarity and efficiency
Assist with complex transactions including acquisitions, dispositions, refinancings, and capital events
Partner with accounting leadership to compile annual audit materials
Assist in maintaining accounting policies, procedures, and internal control documentation
Ensure reconciliations and supporting schedules remain audit-ready throughout the year
Identify opportunities to strengthen reporting discipline, documentation, and workflow efficiency
Serve as primary internal liaison with outsourced tax advisors
Oversee submission of trial balances and supporting schedules for partnership tax filings
Coordinate fixed asset reporting and depreciation schedules with external preparers
Review draft partnership returns alongside finance leadership
Maintain a centralized compliance calendar covering tax filings, entity registrations, lender reporting, and key deadlines
Coordinate tax payment processing and state registrations
Monitor investor capital accounts and equity activity
Support exchange transactions and related documentation as applicable
Qualifications
Bachelor's Degree in Accounting or Finance Required
CPA or CPA Candidate
7–15 years of experience in public accounting, real estate investment firms, private equity real estate, or fund reporting environments
Strong understanding of U.S. GAAP and partnership accounting principles
Experience reviewing partnership tax returns (K-1s) and working with external CPA firms REQUIRED
Knowledge of property-level investor reporting, capital allocations, and investor reporting best practices
Highly organized, process-oriented, and detail-driven
Comfortable operating independently in a growth-oriented private platform
Collaborative leadership style with ability to work cross-functionally
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This opportunity is ideal for someone who is very experienced in private real estate funds who thrives in a lean, entrepreneurial environment and enjoys building structure and standardizing procedures within a growing real estate investment platform.
**Can live anywhere in the US with the exception of California**
Core Responsibilities
Support preparation of quarterly investor reporting packages across multiple investment vehicles
Review property- and fund-level financial statements and supporting schedules for accuracy and completeness prior to distribution
Validate capital account rollforwards, equity allocations, and distribution calculations in coordination with external advisors
Ensure consistency of reporting formats across funds, entities, and joint ventures
Maintain reporting checklists and standardized supporting schedules
Strengthen documentation supporting financial outputs and improve reporting clarity and efficiency
Assist with complex transactions including acquisitions, dispositions, refinancings, and capital events
Partner with accounting leadership to compile annual audit materials
Assist in maintaining accounting policies, procedures, and internal control documentation
Ensure reconciliations and supporting schedules remain audit-ready throughout the year
Identify opportunities to strengthen reporting discipline, documentation, and workflow efficiency
Serve as primary internal liaison with outsourced tax advisors
Oversee submission of trial balances and supporting schedules for partnership tax filings
Coordinate fixed asset reporting and depreciation schedules with external preparers
Review draft partnership returns alongside finance leadership
Maintain a centralized compliance calendar covering tax filings, entity registrations, lender reporting, and key deadlines
Coordinate tax payment processing and state registrations
Monitor investor capital accounts and equity activity
Support exchange transactions and related documentation as applicable
Qualifications
Bachelor's Degree in Accounting or Finance Required
CPA or CPA Candidate
7–15 years of experience in public accounting, real estate investment firms, private equity real estate, or fund reporting environments
Strong understanding of U.S. GAAP and partnership accounting principles
Experience reviewing partnership tax returns (K-1s) and working with external CPA firms REQUIRED
Knowledge of property-level investor reporting, capital allocations, and investor reporting best practices
Highly organized, process-oriented, and detail-driven
Comfortable operating independently in a growth-oriented private platform
Collaborative leadership style with ability to work cross-functionally
#J-18808-Ljbffr