Financial Controller

Forum Investment Group; Denver (CO); On-site; USD 160,000 - 200,000; Full time

Job summary

Forum Investment Group in Denver, CO seeks an experienced accounting leader to oversee corporate financial reporting for a non-traded REIT. You will manage external reporting, quarterly bank/investor submissions, and the annual audit, ensuring GAAP compliance and accurate consolidation and minority interests.

This role requires 10+ years of accounting, REIT experience a plus, and strong Excel/Yardi skills. You will work closely with senior management and the Board, lead month-end close, and

Qualifications

• Bachelor’s degree in accounting or related work experience.
• 10+ years of accounting with GAAP and corporate financial reporting.
• REIT experience (TRS and 1031 transactions) preferred.
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Experience with Yardi is a plus.

Responsibilities

• Oversee external reporting and annual audit.
• Handle consolidation, eliminations, and minority interests.
• Manage REIT and OP equity transactions (issuances, redemptions, distributions).
• Prepare variance and trend explanations for senior management and Board.
• Act as accounting SME for new investments and financing; document GAAP conclusions.
• Oversee property accounting with third-party groups.
• Lead treasury, cash forecasting, debt covenant compliance, and liquidity planning.
• Ensure monthly close quality and supervise fund administrator.
• Coordinate with tax on income tax compliance.

Skills

Organization

Project management

Communication

Attention to detail

Team coordination

Education

Bachelor's degree in accounting

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Yardi

Job description

This posting will close on September 30, 2026, and may be extended if additional candidates are needed to fill the position.

POSITION SUMMARY

This role is responsible for providing accounting oversight and corporate financial reporting for a non-traded multifamily real estate investment trust (REIT). This includes developing and executing accounting initiatives that support the REIT structure, managing REIT property accounting, and preparing periodic and appropriate GAAP financial statements for the REIT on an ongoing basis. This role is responsible for the reporting and financial statements for internal and external users of the REIT’s financial information. The ideal candidate will have prior real estate industry experience, corporate financial reporting (SEC compliant) experience and possess problem-solving skills with appropriate attention to detail.

• Full management and oversight of the external reporting process, including quarterly reporting to banks and investors and the annual audit.
• Responsible for technical accounting, including consolidation, eliminations, and minority interest. Additional technical areas include ASC 805 (asset acquisition accounting) and 1031 transaction / UPREIT accounting.
• Responsible for accounting related to REIT and Operating Partnership equity transactions, including issuances, redemptions, and distributions.
• Review and prepare financial reporting for senior management and a Board of Directors, including the preparation and/or review of variance and trend explanations.
• Serve as the primary accounting subject matter expert for new investments, financing transactions, and complex ownership structures. Research and document accounting conclusions under U.S. GAAP and present recommendations to Chief Financial Officer and Executive Committee.
• Oversight of the property accounting function and relationship with third party property management accounting groups
• Lead REIT treasury and liquidity management processes, including cash forecasting, capital planning, redemption funding analysis, debt covenant compliance, and evaluation of capital availability to support acquisitions, operating needs, distributions, and share repurchase requests.
• Responsible for maintaining the quality and efficiency of the monthly accounting and financial reporting process including oversight of third-party fund administrator.
• Interpret and analyze financial results for reasonableness.
• Develop and modify reports as needed to meet changing business needs.
• Maintain financial systems setups and report layouts including financial spreadsheet models.
• Assist with preparation and review of property budgets and/or forecast.
• Assist with analysis related to monthly NAV calculation.
• Prepare and/or review financial information for external auditors and other reporting requirements.
• Develop and maintain documents and monitor compliance with GAAP and Internal Control policies.
• Oversee month end close process to ensure reporting deadlines are achieved.
• Research accounting issues and determine appropriate treatment under GAAP.
• Coordinate with tax department regarding income tax compliance, providing information, as necessary.

Skills, Qualifications, Additional Responsibilities

• Highly organized, with exceptional project and time management skills and an ability to coordinate with others to meet tight deadlines.
• Highly organized, with exceptional project and time management skills and an ability to coordinate with others to meet tight deadlines.
• Excellent grammar, verbal, and written communication skills and have a positive, upbeat attitude.
• High attention to detail with ability to proofread and error check.
• Ability to produce high-quality detailed work in a timely fashion with little supervision.
• Advanced situational judgment
• Takes ownership to personally resolve problems (or find someone who can)
• Listens well, asks clarifying questions, and checks for agreement with team members.
• Dependability and strong sense of accountability
• Works with team to analyze common issues, dig for root causes, and adjust services or processes to prevent issues from occurring in the future.

Education, Experience & Technical Skills

• Bachelor’s degree in accounting or related work experience required.
• 10+ years of experience in accounting, including a strong knowledge of GAAP and corporate financial reporting.
• Prior REIT experience, including TRS and 1031 transactions, strongly preferred.
• Advanced proficiency in Microsoft Suite: Excel, Word, PowerPoint, Outlook
• Experience in Yardi is a plus but not required.

In addition to the above, Forum employees are expected to demonstrate these Forum Core Values:

• DRIVEN
• COLLABORATIVE
• CONVICTION
• HUMBLE

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information:

Base salary range is $160,000 to $200,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.