We are seeking an experienced and strategic Fractional CFO to partner with our client who is a private equity real estate firm. This dynamic role will require a seasoned professional with both financial and operational expertise, particularly in real estate and private equity. The Fractional CFO will work on a part-time or as-needed basis, providing executive-level financial strategy and support to help drive the company's growth and maximize portfolio performance.

Key Responsibilities

Strategic Financial Leadership

• Develop, implement, and manage financial strategies that align with the company’s investment goals and operational objectives.
• Provide financial insights and scenario analyses to support acquisitions, dispositions, and other investment decisions.
• Collaborate with senior leadership to evaluate fund-level and entity-level profitability and risk management.

Financial Planning and Analysis (FP&A)

• Oversee the creation of financial models related to cash flow forecasting, asset valuation, and portfolio performance.
• Develop and monitor KPIs, ensuring the organization meets its financial targets.
• Prepare and present detailed financial reports to investors, lenders, and internal stakeholders.

Real Estate-Specific Expertise

• Lead financing and refinancing efforts, including debt structuring and negotiations with lenders.
• Oversee accounting policies and ensure compliance with real estate tax regulations for assets under management.
• Analyze property-level budgets, lease structures, and capital expenditure plans.

Reporting and Compliance

• Ensure compliance with applicable accounting standards such as GAAP or IFRS, and private equity reporting requirements.
• Maintain accurate fund and project-level accounting records in collaboration with in-house or outsourced accounting teams.
• Oversee audits, regulatory filings, and investor distributions.

Optimization and Cost Control

• Identify and implement operational efficiencies to improve fund-level profitability.
• Provide oversight on expense management, cost allocation, and portfolio financial controls.

Stakeholder Management

• Act as the primary financial liaison to private equity investors, addressing questions and concerns on performance metrics.
• Collaborate with property managers, asset managers, and legal teams to ensure alignment on financial objectives.

Qualifications

• Experience: Minimum of 15 years of progressive financial leadership experience, including prior CFO or senior finance roles in private equity and real estate development.
• Education: Bachelor’s degree in Accounting, Finance, or a related field; MBA and CPA/Chartered Accountant designation are strongly preferred.
• Technical Expertise: Proficiency with real estate ERP systems (e.g., Yardi, MRI Software), advanced Excel, and familiarity with private equity fund structures.

Skills:

• Strong knowledge of financial reporting, capital markets, and private equity compliance.
• Exceptional problem-solving, analytical, and communication skills.
• Ability to work across teams and influence decision-making at all organizational levels.

Key Attributes

• Results-driven and action-oriented with a focus on delivering measurable financial outcomes.
• Proven ability to work in fast-paced, dynamic environments under tight timelines.
• Strong understanding of private equity performance metrics, real estate investment lifecycles, and economic drivers.