A growing real estate investment firm that provides financing for residential and commercial real estate including retail, industrial, office, and mixed-use properties is looking for a part-time CFO. The company is in Los Angeles and has additional offices throughout the US. The CFO can be located anywhere and will work remotely. This person will travel to Los Angeles to meet with the team occasionally or as needed.

The company is in the process of raising capital for a new fund and is looking to the part-time CFO to strengthen its infrastructure as it relates to financial reporting, financial planning and analysis, data analysis, and internal controls. In addition, the CFO will look for opportunities to improve or overhaul existing processes and establish best practices.

Responsibilities:

Long-Term Planning

• Develop long-term financial plans and forecasts based on market trends, property valuations, and investment opportunities.
• As an executive team member, provide insights and recommendations on financial planning, growth initiatives, and asset performance improvement.
• Oversee capital allocation decisions, optimizing financial resources for deploying capital.
• Create financial models to assess the feasibility and profitability of potential investment decisions.
• Design and build a scalable finance and accounting organizational structure.

Financial Reporting and Compliance

• Ensure accurate and timely financial reporting under industry standards and regulatory requirements.
• Manage relationships with investors, auditors, tax advisors, and financial institutions.
• Implement internal controls to safeguard assets and mitigate risks.

Financial Planning & Analysis (FP&A)

• Lead the budgeting, forecasting, and financial planning processes, providing insight and analysis to support informed decision-making.
• Monitor critical financial performance metrics and ensure alignment with company goals and industry benchmarks.

Risk Management and Capital Structure

• Identify and assess risks associated with real estate loans, including market fluctuations, interest rate changes, and real estate valuations.
• Develop strategies to mitigate risk, including diversification of holdings and hedging.
• Optimize the company's capital structure by managing debt levels and securing funding through various sources (e.g., equity, loans, etc.).

Executive Reporting & Board Relations

• Prepare and present financial reports, analysis, and strategic recommendations to the CEO and executive team.
• Act as an advisor to the CEO and Board on financial planning, risk management, and investment strategies.

Investor Relations and Fundraising

• Manage communication with investors, analysts, and investment banks.
• Collaborate with Investor Relations team to develop presentations highlighting the company's financial performance, growth potential, and investment opportunities.

Technology and Innovation

• Evaluate and implement technology solutions to streamline accounting processes, automate tasks, and improve data analysis.
• Apply data analysis to understand market trends, borrower conduct, and property performance.

Qualifications:

• Bachelor's degree in finance, accounting, or a related field; MBA and / or CPA preferred.
• 15+ years of progressive experience in financial leadership roles, with at least 7 years in a CFO or similar position.
• Experience transforming and automating financial systems for a growing organization.
• Familiarity with best-in-class vendor selection, system integration, and adoption processes.
• Strong understanding of GAAP.
• Demonstrated success in financial strategy, planning, and analysis.
• In-depth knowledge of corporate finance and risk management principles.
• Experience with REITs, private equity, and / or financial services highly preferred.
• Excellent communication and interpersonal skills with the ability to collaborate across all levels.