Accountant Fractional CFO Real Estate Portfolio

Dream SD; San Diego (CA); Remote; USD 125,000 - 150,000; Part time

Job summary

A leading company in real estate asset management is seeking a part-time Accountant / Fractional CFO to oversee financial health across their portfolio. The role involves preparing financial statements, budgeting, and providing strategic financial advisory. Ideal candidates will have a degree in Accounting or Finance, CPA or CMA preferred, and significant experience in real estate accounting.

Qualifications

• 5+ years’ experience in real estate accounting or as a CFO/fractional CFO.
• Deep familiarity with multi-entity LLC structures and mortgage accounting.
• Ability to work independently and meet tight deadlines.

Responsibilities

• Prepare and review P&L statements, balance sheets, and cash-flow reports.
• Develop annual budgets and rolling forecasts, advising on cost-control measures.
• Coordinate with external tax advisors for timely filing of returns.

Skills

Analytical mindset

Communication

Organization

Process optimization

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or CMA

Tools

QuickBooks Online

AppFolio

Excel

Job description

Job Description

As our part-time Accountant / Fractional CFO, you will own the financial health of our entire portfolio. You’ll work closely with our co-founder and chief of operations as well as the rest of the team to ensure accurate accounting, robust cash-flow forecasting, timely financial reporting, and strategic guidance on capital-raising, refinancing, and tax planning. This is a flexible, remote-friendly role estimated at 15 hours per week, with the potential to grow into a larger retained engagement.

Key Responsibilities:

1. Monthly & Quarterly Financials: Prepare and review P&L statements, balance sheets, and cash-flow reports for each property entity. Reconcile bank accounts, credit cards, mortgage statements, and vendor accounts.
2. Budgeting & Forecasting: Develop annual budgets and rolling forecasts, highlighting cash-flow requirements and capital-expenditure needs. Monitor variances and advise on cost-control measures.
3. Strategic Financial Advisory: Act as a trusted advisor on refinancing opportunities, debt restructuring, and capital raises. Model “what-if” scenarios for acquisitions, dispositions, and renovation projects.
4. Tax & Compliance: Coordinate with external tax advisors to ensure timely filing of Federal, state, and local returns for multiple LLCs. Oversee sales-tax and property-tax compliance.
5. Process Improvement & Systems: Recommend and implement best-in-class accounting tools and workflows (e.g., QuickBooks Online, AppFolio integration). Document standard operating procedures across all accounting processes.
6. Stakeholder Communications: Present monthly financial packages and KPI dashboards to leadership. Liaise with lenders, insurance brokers, and external auditors as needed.

Ideal Qualifications:

1. Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA strongly preferred
2. 5+ years’ experience in real estate accounting or as a CFO/fractional CFO in a property-centric business
3. Deep familiarity with multi-entity LLC structures, mortgage accounting, and property tax
4. Proficiency with accounting tools, including but not limited to; QuickBooks Online (or Desktop), AppFolio, Excel modeling etc.
5. Strong analytical mindset, able to synthesize complex data into clear recommendations
6. Excellent written and verbal communication skills
7. Highly organized with a focus on accuracy and process optimization
8. Ability to work independently, prioritize across multiple entities, and meet tight deadlines

Company Description

At Dream, we specialize in development real estate asset management and full-service property management providing expert guidance from land acquisition to lease-up and beyond. With a proven history of record-setting rents and strategic property management, we ensure assets reach their full potential.