CFO (Real Estate Investment)
Institute of Management Accountants, Inc., Granite Heights, WI, United States
Houston CFO Opportunity
Join a high‑growth real estate investment platform scaling toward $1B+ in assets under management.
Salary: $300,000 - $400,000 per year
A bit about us Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high‑performing industrial real estate assets across the United States. The firm specializes in identifying institutional‑quality properties with strong long‑term fundamentals and creating value through disciplined investment strategies, active asset management, and strategic portfolio growth.
Led by an experienced leadership team with deep industry relationships, the firm has built a strong track record of sourcing and executing complex real‑estate transactions. With a growing national portfolio and strong investor partnerships, the company is well‑positioned for continued expansion and is targeting significant growth in assets under management over the next several years.
Why join us?
Strategic Leadership Role – Serve as a key member of the executive leadership team, working directly with senior leadership to support the firm's continued investment activity and portfolio growth.
High Growth Platform – Active growth phase with a strategic plan to significantly expand its real‑estate portfolio and assets under management.
Exposure to Institutional Real Estate Investments – Deep involvement in acquisitions, investor reporting, and financial strategy across a diversified portfolio of industrial real‑estate assets nationwide.
Entrepreneurial Environment – Work within a nimble, entrepreneurial platform where executives collaborate closely on investment decisions and strategic initiatives.
Meaningful Executive Impact – Play a critical role in shaping financial strategy, supporting acquisitions, and strengthening investor reporting and financial infrastructure.
Job Details The Chief Financial Officer will lead the organization's accounting and financial reporting functions while supporting the firm's continued expansion through acquisitions and investor capital relationships. The CFO will oversee the accounting team (including a Controller) and manage both internal accounting operations and coordination with outsourced accounting services related to property management and investment partnerships. A key focus of the role will be acquisition accounting, financial analysis, and investor reporting related to the firm's expanding real‑estate portfolio.
Key Responsibilities
Financial Leadership & Strategy
– Serve as the senior financial executive and strategic advisor to the executive leadership team; lead financial planning, forecasting, and capital strategy for the firm and its investment entities; develop financial models supporting acquisitions, leasing strategies, and investment underwriting; oversee debt compliance, lender relationships, and capital structure management.
Accounting & Financial Reporting
– Manage the accounting function, including oversight of the Controller and outsourced accounting partners; oversee accounting and reporting for multiple real‑estate investment partnerships and entities; ensure accuracy and timeliness of internal financial reporting and investor reporting; coordinate and manage the annual external audit process.
Investment & Acquisition Support
– Lead acquisition accounting and financial integration for newly acquired assets and portfolios; support underwriting, due diligence, and transaction execution for acquisitions and dispositions; review financial performance of assets relative to underwriting assumptions.
Investor Relations & Communications
– Prepare and present financial reporting packages for investors and stakeholders; communicate financial performance and portfolio results with clarity and professionalism; support investor presentations and capital raising initiatives when required.
Operational Oversight
– Oversee cash management, budgeting, insurance, and risk management functions; monitor financial performance of assets and provide insights to support asset management and leasing teams; ensure strong internal controls and compliance across financial processes.
Qualifications
Required
– CPA designation; 8–12+ years of progressive accounting and finance experience; experience leading an accounting department as a Controller or CFO; background in commercial real‑estate, real‑estate private equity, or real‑estate investment platforms; experience with real‑estate acquisitions, dispositions, and lease accounting; strong financial modeling and analytical capabilities; experience managing external accounting partners and audits.
Preferred
– Experience with real‑estate partnerships and investor reporting; familiarity with institutional real‑estate investment structures; experience supporting acquisitions and portfolio growth strategies.
Leadership Profile
Strong executive presence and communication skills
Ability to interact confidently with investors and senior stakeholders
An entrepreneurial and hands‑on mindset
Independent problem‑solving capabilities
A collaborative leadership style suited to a lean, high‑performing team
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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Salary: $300,000 - $400,000 per year
A bit about us Our client is a rapidly growing real estate investment firm focused on acquiring, managing, and enhancing high‑performing industrial real estate assets across the United States. The firm specializes in identifying institutional‑quality properties with strong long‑term fundamentals and creating value through disciplined investment strategies, active asset management, and strategic portfolio growth.
Led by an experienced leadership team with deep industry relationships, the firm has built a strong track record of sourcing and executing complex real‑estate transactions. With a growing national portfolio and strong investor partnerships, the company is well‑positioned for continued expansion and is targeting significant growth in assets under management over the next several years.
Why join us?
Strategic Leadership Role – Serve as a key member of the executive leadership team, working directly with senior leadership to support the firm's continued investment activity and portfolio growth.
High Growth Platform – Active growth phase with a strategic plan to significantly expand its real‑estate portfolio and assets under management.
Exposure to Institutional Real Estate Investments – Deep involvement in acquisitions, investor reporting, and financial strategy across a diversified portfolio of industrial real‑estate assets nationwide.
Entrepreneurial Environment – Work within a nimble, entrepreneurial platform where executives collaborate closely on investment decisions and strategic initiatives.
Meaningful Executive Impact – Play a critical role in shaping financial strategy, supporting acquisitions, and strengthening investor reporting and financial infrastructure.
Job Details The Chief Financial Officer will lead the organization's accounting and financial reporting functions while supporting the firm's continued expansion through acquisitions and investor capital relationships. The CFO will oversee the accounting team (including a Controller) and manage both internal accounting operations and coordination with outsourced accounting services related to property management and investment partnerships. A key focus of the role will be acquisition accounting, financial analysis, and investor reporting related to the firm's expanding real‑estate portfolio.
Key Responsibilities
Financial Leadership & Strategy
– Serve as the senior financial executive and strategic advisor to the executive leadership team; lead financial planning, forecasting, and capital strategy for the firm and its investment entities; develop financial models supporting acquisitions, leasing strategies, and investment underwriting; oversee debt compliance, lender relationships, and capital structure management.
Accounting & Financial Reporting
– Manage the accounting function, including oversight of the Controller and outsourced accounting partners; oversee accounting and reporting for multiple real‑estate investment partnerships and entities; ensure accuracy and timeliness of internal financial reporting and investor reporting; coordinate and manage the annual external audit process.
Investment & Acquisition Support
– Lead acquisition accounting and financial integration for newly acquired assets and portfolios; support underwriting, due diligence, and transaction execution for acquisitions and dispositions; review financial performance of assets relative to underwriting assumptions.
Investor Relations & Communications
– Prepare and present financial reporting packages for investors and stakeholders; communicate financial performance and portfolio results with clarity and professionalism; support investor presentations and capital raising initiatives when required.
Operational Oversight
– Oversee cash management, budgeting, insurance, and risk management functions; monitor financial performance of assets and provide insights to support asset management and leasing teams; ensure strong internal controls and compliance across financial processes.
Qualifications
Required
– CPA designation; 8–12+ years of progressive accounting and finance experience; experience leading an accounting department as a Controller or CFO; background in commercial real‑estate, real‑estate private equity, or real‑estate investment platforms; experience with real‑estate acquisitions, dispositions, and lease accounting; strong financial modeling and analytical capabilities; experience managing external accounting partners and audits.
Preferred
– Experience with real‑estate partnerships and investor reporting; familiarity with institutional real‑estate investment structures; experience supporting acquisitions and portfolio growth strategies.
Leadership Profile
Strong executive presence and communication skills
Ability to interact confidently with investors and senior stakeholders
An entrepreneurial and hands‑on mindset
Independent problem‑solving capabilities
A collaborative leadership style suited to a lean, high‑performing team
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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