Senior Controller​/Director of Finance

We're hiring for a Senior Controller+ / Director of Finance who has the talent, experience, and desire to lead CHARLESGATE to scale nationally across multiple operating subsidiaries. If you’re a whip-smart accounting/finance leader who wants real responsibility, real challenges to solve, and a real fast-track path to CFO… keep reading.

CHARLESGATE is a multi-entity real estate platform (Hold Co + operating subsidiaries + investment/SPV entities). We’re scaling quickly (5x Inc 5000 Winner!) and we expect finance to be an operating weapon - not a stogy back-office function. We need a leader to own the finance engine behind it.

We’re growing into more entities, more revenue types, and more complexity. The business will not slow down so finance can “catch up.” The mission for this role is to build and run a lean Finance Operating System across the companies for clean close, cash predictability, intercompany discipline, and decision-grade reporting at speed.

A) Accounting + Close Management (multi-entity)

• Own close calendar, task checklist, and signoffs
• Maintain balance sheet integrity and reconciliations
• Standardize accounting policies and coding rules across entities

B) Cash + Treasury + Working Capital

• Own weekly 13-week cash forecast and cash decision cadence
• Lead AR aging, collections accountability, and billing discipline
• Maintain AP runway and payment approval thresholds

C) Revenue Operations for Finance (Contract → Invoice → Collect → Recognize)

• Ensure invoicing matches contract terms (retainers, projects, reimbursables, commissions)
• Define and enforce revenue reporting and recognition practices by revenue type
• Install process to reduce write-offs, billing lag, and margin leakage

D) Intercompany, Consolidation, and Allocations

• Build intercompany agreements, billing, and eliminations
• Improve shared services cost allocation model (simple, transparent drivers)
• Produce consolidated financials with clear OpCo performance visibility
• Administer STIP and LTI incentive comp plans

E) Management Reporting + Forecasting Cadence

• Publish monthly KPI pack with margin bridges and key drivers
• Lead monthly forecast roll-forward and variance analysis
• Partner with OpCo leaders to build revenue and business models and make decisions from numbers (not just report)

F) Asset Management Reporting + LP/Fund Finance

• Own capital accounts, calls, and distributions; maintain waterfall accuracy
• Standardize quarterly lender + LP reporting packages and cadence

G) Controls + Governance + ERP

• Implement Delegation of Authority (DoA), vendor onboarding, and spend controls
• Build audit-ready documentation (without creating bureaucracy)
• Maintain policy library and process SOPs
• Own ERP/Accounting/Expense management software implementation

• Close performance: Sustained T+10 close across entities with documented reconciliations/amortizations/signoffs
• Balance sheet reliability
  :
  Reconciliations current; limited post-close adjustments
• Cash forecast discipline
  :
  Weekly 13-week forecast delivered on time; meeting accuracy requirements
• Working capital improvement
  : AR aging improves vs baseline with 50% reduced >60/90 day balances
• Intercompany + consolidation governance system: Monthly intercompany billing/eliminations run cleanly; consolidated numbers trusted; allocation model is updated and implemented cleanly
• Allocation model in production: Allocation Model v2 implemented
• Decision-grade reporting: Strong, trusted KPI pack used in business reviews
• Forecast cadence and driver models installed: Monthly rolling forecast with defined owners; forecast error improvements
• Investor Relations: Institutional-grade asset reporting packages on time distribution workflows
• STIP + LTIP Implementation: Upgraded compensation plans implemented and managed
• AI enabled finance ops: Embed practical AI workflows to speed process and produce AI-ready finance data

Opportunity to earn fast-track pathway to CFO. Upon demonstrated achievement of defined outcomes - including sustained close and cash discipline, trusted profitability and forecasting systems, mature intercompany and allocation frameworks, and…