Job Description

About the Role

Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.

Key Responsibilities

CFO Function:

• Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
• Manage internal controls, financial reporting, and investor communications
• Advise the CEO and support long-term planning and growth strategy
• Oversee financial statement preparation and cash flow analysis
• Direct and mentor accounting and finance staff

Capital Markets Function:

• Lead all equity and debt fundraising initiatives
• Manage investor relationships, including family offices, institutions, and private clients
• Oversee creation of offering materials, investor reporting, and presentations
• Structure investment vehicles, analyze returns, and support the Investment Committee
• Develop and execute strategies to expand the firm’s investor base

Qualifications

• 8+ years of experience in real estate capital markets, accounting, and finance
• Proven ability to raise capital and manage investor relationships
• Strong technical proficiency in financial modeling and reporting
• CPA, CMA, or MBA preferred
• Experience with Yardi and advanced Excel required
• Strong leadership, communication, and relationship management skills

Compensation

Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

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