CFO - Midtown Real Estate Owner/Operator - $250-350K + Bonus

Advice Personnel; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

A prominent real estate firm in New York City is seeking a Chief Financial Officer to lead financial operations and strategic initiatives. The ideal candidate must have over 10 years of experience in financial leadership in real estate, a CPA or MBA, and be proficient in property management software. This role offers a competitive salary range of $250-350k, plus bonus and strong benefits.

Qualifications

• 10+ years of progressive experience in financial leadership within a real estate environment.
• Experience with residential and commercial portfolios.

Responsibilities

• Lead the company's financial operations and strategic initiatives.
• Produce financial reports and assess real estate assets.
• Negotiate financing terms and manage banking relationships.
• Oversee finance and accounting team of 10.

Skills

Financial leadership experience

Analytical and Excel modeling

Proficiency in property management software

Mature and professional demeanor

Education

CPA or MBA

Tools

Yardi

MRI

Microsoft Office

Job description

Overview

A Midtown-based, privately held real estate firm overseeing more than 2,800 residential units and approximately 2 million square feet of commercial space across New York City is seeking a strategic and hands-on Chief Financial Officer. This is a key executive leadership role offering the opportunity to shape the financial direction of a well-established, family-owned and operated company with a dynamic and growing portfolio.

Responsibilities

• Lead the company’s financial operations, including annual planning, financial forecasting, liquidity oversight, and performance measurement.
• Produce clear and consistent financial reports that provide insight into business performance and support informed decision-making.
• Collaborate with the CEO on strategic initiatives, offering financial guidance on investments, acquisitions, and long-term business planning.
• Assess and track the financial strength of the firm’s real estate assets, identifying trends and implementing strategies to drive stronger returns.
• Coordinate with external tax professionals to manage tax strategy and compliance, ensuring efficient practices and risk mitigation.
• Serve as the primary point of contact for banking and lending relationships, negotiating financing terms and managing covenant obligations.
• Review and administer insurance policies, adjusting coverage as needed to align with business needs and risk exposure.
• Structure and oversee investment partnerships and joint ventures, ensuring alignment with financial goals, tax efficiency, and compliance with legal and regulatory frameworks.
• Provide oversight for IT systems related to financial processes, ensuring infrastructure is secure, scalable, and aligned with organizational needs.
• Supervise and develop a finance and accounting team of 10, setting clear goals and promoting a culture of ownership and operational excellence.
• Oversee the use and enhancement of financial systems, with a focus on optimizing reporting and automation through software platforms.

Qualifications

• 10+ years of progressive experience in financial leadership within a real estate environment, with exposure to both residential and commercial portfolios.
• CPA or MBA, required.
• Advanced analytical and Excel modeling capabilities.
• Proficient in property management software (Yardi, MRI, or similar) and Microsoft Office.
• Mature, professional, and earnest demeanor when handling sensitive financial matters.

Salary: $250-350k (commensurate with experience) plus bonus and strong benefits

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: [e-mail]

If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

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Seniority level

• Executive

Employment type

• Full-time

Job function

• Finance and Accounting/Auditing