CFO / Controller, Real Estate Family Office

Soar Staffing, LLC; Hackensack (NJ); On-site; USD 180,000 - 260,000; Full time

Job summary

Soar Staffing, LLC seeks a dynamic CFO/Controller to lead financial operations for a high-net-worth real estate family office. You will oversee financial management, risk, and strategic planning across multifamily and hospitality investments and family assets.

The ideal candidate brings proactive leadership and deep corporate finance expertise to drive sustainable growth and generational wealth preservation, with heavy exposure to syndication, refinancing, and bank relationships.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field required.
• CPA and/or MBA designation preferred.
• Minimum 8–10 years progressive accounting/finance experience with real estate exposure.
• Deep understanding of multi-entity accounting, intercompany transactions, and real estate structures.
• Strong proficiency in Yardi, MRI, QuickBooks, or similar; advanced Excel skills.

Responsibilities

• Oversee financial reporting and accounting; produce timely statements for portfolio and partners.
• Manage intercompany reporting, loans, mortgages, and related transactions.
• Maintain GL integrity across multiple entities and ownership structures.
• Coordinate year-end close; support external accountants and auditors.
• Develop tax-efficient structures and manage tax obligations for multiple jurisdictions.
• Support refinancing, capital raises, and debt management activities.
• Evaluate insurance coverage and manage renewals and claims.
• Build financial models, cash flow projections, and portfolio forecasts.
• Monitor HUD, LIHTC and subsidy program compliance where applicable.

Skills

Real estate finance

Multi-entity accounting

Intercompany transactions

Financial modeling

Portfolio-level forecasting

Debt management

Strategic planning

Education

Bachelor's degree in Accounting or Finance

CPA

MBA

Tools

Yardi

MRI

QuickBooks

Excel

Job description

Seeking a dynamic and strategic CFO / Controller to lead the financial operations of a high-net-worth real estate family office. This pivotal role offers an exciting opportunity to oversee comprehensive financial management, strategic planning, and risk mitigation for a diverse portfolio of multifamily and hospitality real estate investments and family assets.

The ideal candidate will bring a proactive approach, exceptional leadership skills, and deep expertise in corporate finance, accounting standards, and regulatory compliance to drive sustainable growth and preserve wealth across generations.

-Heavy Syndication, refinancing, bank relationship experience.

• Promote a deal to Investors and banks.
• Term Sheets - modify loans
• Raise money for purchase and refinance purposes.

-Waterfalls

Duties

• Financial Reporting & Accounting
• Oversee all accounting functions and produce accurate, timely financial statements for the portfolio and its partners
• Manage intercompany reporting, including loans, mortgages, and transactions between related entities
• Maintain general ledger integrity across multiple entities and ownership structures
• Coordinate year-end close and support external accountants and auditors Tax Planning & Efficiency
• Develop and implement tax-efficient structures across the real estate portfolio
• Partner with external tax advisors on entity structuring, depreciation strategies, cost segregation, and 1031 exchanges
• Monitor and manage tax obligations across multiple jurisdictions

Acquisitions, Closings & Financing

• Manage financial due diligence and coordinate with attorneys, lenders, and title companies on real estate closings
• Oversee intercompany loan structures and mortgage documentation
• Support refinancing, capital raises, and debt management activities

Insurance Management

• Evaluate existing property and liability insurance coverage across the portfolio
• Solicit bids from brokers, analyze proposals, and recommend appropriate coverage
• Manage renewals, claims coordination, and ongoing policy compliance

Financial Projections & Strategic Planning

• Build and maintain financial models, cash flow projections, and portfolio-level forecasts
• Provide strategic financial analysis to guide ownership decisions on acquisitions, dispositions, and capital improvements
• Present financial performance and planning summaries to ownership and partners

Affordable Housing & Subsidy Programs

• Understand and manage financial compliance requirements for affordable housing properties within the portfolio
• Monitor subsidy programs including HUD, Section 8, LIHTC, and other applicable programs
• Coordinate with property managers and compliance staff to ensure financial eligibility and reporting requirements are met

Qualifications Required

• Bachelor's degree in Accounting, Finance, or a related field
• CPA and/or MBA designation
• Minimum 8–10 years of progressive accounting/finance experience, with meaningful exposure to real estate
• Deep understanding of multi-entity accounting, intercompany transactions, and real estate financial structures
• Strong proficiency in accounting software (Yardi, MRI, QuickBooks, or similar) and Excel

Preferred

• CPA and MBA (both)
• Prior experience in a family office or owner-operated real estate environment
• Experience supporting real estate closings and working with lenders, attorneys, and title companies
• Familiarity with 1031 exchanges, cost segregation, and real estate tax structuring