Financial Controller

About the Firm

We are a residential–focused real estate investment management firm with active ventures and commingled fund structures spanning acquisitions, development, asset management, and structured financing. Our portfolio includes master-planned communities, multifamily assets, and single-family rental platforms held through a mix of funds, joint ventures, and special‑purpose entities. We are seeking a hands‑on finance leader to own the accounting close, financial planning, and reporting infrastructure across the platform.

Position Summary

The Controller / Director of Finance, Planning & Accounting is responsible for the integrity of the firm's financial records and the quality of its planning and reporting across fund, joint‑venture, and operating‑company structures. Reporting directly to the COO/CEO, this person owns the full accounting cycle — from the books and records of individual deal entities through consolidated fund and management‑company financials.

The role blends technical real estate accounting depth with forward‑looking FP&A. It is structured as a CFO‑track seat: the successful candidate will progressively take on treasury, capital markets, and strategic‑finance responsibilities with the expectation of growing into the Chief Financial Officer role.

Key Responsibilities

• Own the monthly, quarterly, and annual close across funds, joint ventures, SPVs, and the management company, ensuring timely and accurate results.
• Maintain books and records in accordance with US GAAP, including real estate‑specific treatments (acquisition accounting, capitalization of development and carrying costs, impairment, and fair value / NAV reporting where applicable).
• Manage multi‑entity consolidations, intercompany eliminations, and equity‑method / minority‑interest accounting for joint‑venture positions.
• Oversee the accounting for joint‑venture economics, including capital contributions, preferred returns, promote / waterfall distributions, and partner capital accounts.
• Establish and enforce internal controls, accounting policies, and a documented close calendar.

• Lead the firm's budgeting, forecasting, and long‑range planning processes at the fund, asset, and management‑company levels.
• Build and maintain operating‑company cash‑flow forecasts; monitor cash burn, headcount, and overhead, and surface variances to leadership.

• Maintain accounting and compliance tracking for credit facilities, construction and A&D loans, and other project‑level debt, including covenant monitoring and reporting.
• Track executed loan documents and amendments, manage draw requests and interest accruals, and coordinate lender reporting requirements.
• Oversee treasury operations, including cash positioning, capital calls, and distributions across entities.

• Prepare and oversee investor financial reporting packages, capital account statements, and capital call / distribution notices.
• Coordinate fair market value and cost‑basis reporting and NAV calculations for relevant fund and JV positions.
• Support board reporting, including financial summaries, KPIs, and analysis for governance and strategic decisions.

• Manage relationships with external auditors and tax advisors; lead the annual audit and tax‑preparation processes across entities.
• Own and manage the relationship with the firm's third‑party fund administrator — overseeing the books and records they maintain, reviewing their work product, ensuring accuracy of NAV, capital accounts, and investor reporting, and holding them accountable to service levels and reporting deadlines.
• Coordinate K‑1 production, partnership tax work papers, and entity‑level compliance filings.
• Serve as the primary point of contact for fund administrators, lenders, and other third‑party financial counter parties.

• Serve as the firm's Net Suite power user and administrator — owning chart of accounts design, multi‑entity / multi‑book configuration, reporting, and process automation.
• Champion the use of technology and AI across the finance function — identifying, evaluating, and implementing tools that automate manual work, improve reporting speed and accuracy, and let a lean team scale with the business.
• Drive continuous improvement of accounting systems, workflows, and the data environment supporting finance.
• Build, recruit, mentor, and manage the accounting and FP&A team as the platform scales.