Director of Finance & Accounting

Director of Finance & Accounting– Oakland, CA

Key Responsibilities

• Strategic leader in all financial functions across the investment platform and property management operating company.
• Oversee four accounting verticals—fund accounting, project/development accounting, property-level accounting, and corporate/OpCo accounting.
• Building the FP&A, treasury, tax, and compliance infrastructure required for growth.
• This is a succession-track position Chief Financial Officer (CFO).
• Drive monthly, quarterly, and annual close processes.
• Strengthen and maintain internal controls.
• Lead the conversion from income tax basis to GAAP/REIS reporting standards.
• Lead financial system optimization within Yardi Voyager 8, Quick Books, Data Rails, , and Excel-based models; identify ERP upgrade opportunities.
• Lead annual budgeting forecasting processes across all departments.
• Partner with Investment Team on internal valuations, NAV updates, and fund performance modeling.
• Support capital project pro formas and development underwriting from a financial structuring perspective.
• Manage liquidity across all entities.
• Supervise AR, AP, capital call/distribution workflows, and intercompany cash movements across funds, syndications, and operating entities.
• Enforce cash management controls.
• Oversee tax planning and compliance.
• Oversee multi-entity payroll execution; ensure accuracy, timeliness, and proper GL coding across all entities.
• Own the corporate and property-level insurance program.
• Lead and mentor the accounting and finance teams.
• Act as the senior financial liaison to lenders, investors, external legal counsel, and external audit/tax advisors.

Required Qualifications

• 10+ years of progressive experience in real estate finance and accounting, preferably in vertically integrated or institutional real estate platforms.
• Active U.S. CPA required;
  Big Four public accounting experience highly preferred.
• Bachelor's degree in Accounting, Finance, or Economics required;
  Master's in Accounting, Finance, or MBA strongly preferred.
• Demonstrated leadership of multi-entity, multi-line finance organizations spanning accounting, FP&A, treasury, tax, and insurance in the Construction or Real Estate Industry.
• Deep knowledge of GAAP, financial reporting, cash flow management, internal controls, and lender compliance.
• Experience with fund accounting, capital call/distribution workflows, K-1 preparation, and LP/GP reporting structures.
• Strong command of Yardi (Voyager preferred), Quick Books, and Excel; working knowledge of Juniper Square, , and Vendor Cafe preferred.
• Practical understanding of real estate development, construction accounting, and project-level financial management.
• Proven track record of building and leading high-performing finance and accounting teams.
• Strong executive communication skills with demonstrated ability to partner effectively with CEOs, founders, and institutional capital partners.
• Experience leading a conversion from income tax or cash basis to GAAP/REIS reporting standards, preferred
• Experience with Opportunity Zone compliance, LIHTC, or other tax credit programs, preferred

Equal Opportunity Employer