Marcus & Associates Executive Recruiters
Chief Financial Officer (New York)
Marcus & Associates Executive Recruiters, New York, New York, us, 10261
Location:
New York City (23 days in office per week) Company:
Confidential Privately Held Real Estate Investment Firm
About the Company Our client is a privately held investment and management firm focused on syndicated real estate investments. The firm manages a portfolio of commercial assets valued at approximately $1 billion, working closely with partners, investors, and lenders to deliver long-term results.
Position Overview Our client is seeking a hands-on Chief Financial Officer to lead the company’s accounting and finance functions. While the role carries the CFO title, the responsibilities are heavily focused on accounting operations, financial reporting, and managing investment-related financial activities. The ideal candidate will bring strong technical accounting expertise along with a deep understanding of real estate syndications, investor reporting, and private investment structures.
Key Responsibilities
Oversee all accounting operations, including general ledger, AP / AR, payroll, and cash management
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP
Manage investor distributions, capital calls, and related processes for syndicated real estate investments
Partner with external accountants on tax filings and compliance
Build and maintain financial models for investment performance and forecasting
Develop and enforce internal controls and accounting policies
Serve as the primary contact for banks, auditors, and financial partners
Provide financial analysis to support acquisitions, dispositions, and refinancing
Lead budgeting and forecasting for both the company and individual investment vehicles
Work directly with ownership on strategic financial planning and ad hoc projects
Qualifications
Bachelors degree in Accounting, Finance, or related field; CPA strongly preferred
8+ years of progressive accounting / finance experience, ideally in real estate investment or development
Strong knowledge of real estate syndication structures and investor reporting
Proficiency with accounting software and Excel-based financial modeling
Experience in a private company environment; comfortable in a lean, very hands-on role
Highly detail-oriented with strong organizational and communication skills
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New York City (23 days in office per week) Company:
Confidential Privately Held Real Estate Investment Firm
About the Company Our client is a privately held investment and management firm focused on syndicated real estate investments. The firm manages a portfolio of commercial assets valued at approximately $1 billion, working closely with partners, investors, and lenders to deliver long-term results.
Position Overview Our client is seeking a hands-on Chief Financial Officer to lead the company’s accounting and finance functions. While the role carries the CFO title, the responsibilities are heavily focused on accounting operations, financial reporting, and managing investment-related financial activities. The ideal candidate will bring strong technical accounting expertise along with a deep understanding of real estate syndications, investor reporting, and private investment structures.
Key Responsibilities
Oversee all accounting operations, including general ledger, AP / AR, payroll, and cash management
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP
Manage investor distributions, capital calls, and related processes for syndicated real estate investments
Partner with external accountants on tax filings and compliance
Build and maintain financial models for investment performance and forecasting
Develop and enforce internal controls and accounting policies
Serve as the primary contact for banks, auditors, and financial partners
Provide financial analysis to support acquisitions, dispositions, and refinancing
Lead budgeting and forecasting for both the company and individual investment vehicles
Work directly with ownership on strategic financial planning and ad hoc projects
Qualifications
Bachelors degree in Accounting, Finance, or related field; CPA strongly preferred
8+ years of progressive accounting / finance experience, ideally in real estate investment or development
Strong knowledge of real estate syndication structures and investor reporting
Proficiency with accounting software and Excel-based financial modeling
Experience in a private company environment; comfortable in a lean, very hands-on role
Highly detail-oriented with strong organizational and communication skills
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