Our client is an established, entrepreneurial, privately held real estate investment firm based in Washington, DC, focused exclusively within the Multifamily sector. With regional offices in Orlando and Dallas, the firm is backed by a European family office with more than 30 years of experience driving long-term, opportunistic growth across the Mid-Atlantic and Southeast US markets.
Position Summary
The Vice President, Finance & Accounting will provide financial leadership and oversight for a well-established, rapidly growing, entrepreneurial real estate investment platform. This individual will be responsible for overseeing partnership & corporate accounting, financial reporting, budgeting, forecasting, planning/analysis, cash management, and audit/tax coordination/compliance. This role will serve as a key strategic partner to executive leadership, helping drive financial performance, operational efficiency, and long-term value creation across the company's investment portfolio.
Key Responsibilities
- Lead all accounting and financial reporting activities for real estate partnerships and corporate entities.
- Ensure timely, accurate monthly, quarterly, and annual financial reporting. Oversee preparation and review of consolidated financial statements.
- Partner with asset management and executive leadership to provide meaningful financial analysis, reporting, and performance insights.
- Prepare and review quarterly management reports, board materials, and investor reporting packages.
- Support strategic decision-making through financial modeling, forecasting, and business analysis.
- Drive process enhancements and technology initiatives to improve reporting accuracy, efficiency, and scalability.
- Maintain oversight of all partnership accounting activities across the investment portfolio.
- Ensure compliance with partnership agreements, loan covenants, and lender requirements.
- Manage accounting related to acquisitions, dispositions, refinancing activities, and value-add investment initiatives.
- Review partnership distributions, capital transactions, and investor reporting.
- Coordinate final accounting and reporting associated with partnership wind-downs and asset sales.
- In conjunction with executive leadership, serve as a key point of contact for investors and ownership groups regarding financial matters.
Financial Planning, Analysis & Forecasting
- Lead budgeting, forecasting, and cash flow planning processes.
- Oversee annual budgets and periodic reforecasts for both corporate operations and investment entities.
- Monitor financial performance against budgets and business plans.
- Evaluate tax, accounting, and business implications of strategic initiatives and transactions.
- Develop and implement financial controls, policies, and operational best practices.
Cash Management & Treasury
- Oversee treasury management activities and liquidity planning.
- Monitor cash positions across all entities and ensure efficient allocation of capital.
- Direct bank reconciliation processes and cash controls.
- Oversee and manage relationships with lenders, banking partners, and other financial institutions.
Audit, Tax & Compliance
- Serve as the primary liaison with external auditors, tax advisors, and other professional service providers. Manage responses to tax authority inquiries and audits.
- Oversee annual audits and the timely completion of all tax filings.
- Oversee review of financial statements, partnership returns, K-1s, 1099s, and other tax reporting requirements.
- Ensure compliance with applicable accounting standards, investor requirements, and regulatory obligations.
Preferred Qualifications
- Bachelor's degree in accounting, finance, business or related field; CPA strongly preferred.
- 10+ years of progressive finance and accounting experience, preferably within a sophisticated, institutional real estate investment/management platform. Exposure to the multifamily asset class is desirable.
- Proven experience with a deep understanding of partnership accounting, real estate fund structures, investor reporting, and debt compliance.
- Experience leading/managing audits, tax reporting, budgeting, forecasting, and treasury functions.
- Strong communication skills, both oral and written, with experience presenting to executives, boards, lenders, and investors.
- Entrepreneurial spirit, team‑oriented with a sense of urgency.
- Advanced financial systems and Excel proficiency.
Compensation Program
Compensation program structured with competitive base salary along with short and long term incentives.