Senior Financial Strategist

3 weeks ago


Los Angeles, California, United States BH Properties Full time

About BH Properties

BH Properties is a privately held commercial real estate investment firm focused on value-add acquisitions in office, industrial, retail, and multi-family properties throughout the Western United States, along with investments in distressed debt, ground leases, and affordable housing.

Job Summary

The Chief Financial Officer will be responsible for leading the financial operations of the Company, ensuring the availability of funds, managing relationships with banks and financial partners, and preparing financial reports.

Key Responsibilities

  • Manage cash flow projections and ensure availability of funds
  • Assist in managing Company relationships with banks, institutions, and other financial partners
  • Participate with the Company's in-house finance team on all financings being considered
  • Ensure timeliness and accuracy of financial reporting to banks and other financial partners
  • Ensure compliance with loan covenants
  • Prepare and participate in financial presentations to banks and other financial partners
  • Propose action plans to ensure that financial objectives are attained
  • Assist in managing the balance sheet and revenues/expenses of the Company
  • Explore new investment opportunities and provide recommendations on potential risks and returns
  • Work with the senior leadership team in the preparation of the long-term financial goals, annual plans, budgets, and projections
  • Leverage past and existing networks to provide insight and recommendations to manage both short-term and long-term goals of the Company
  • Assist in developing a capitalization strategy for new acquisitions and existing owned assets
  • Create strategic initiatives that generate additional opportunities for the company through external relationships
  • Assess financial risks and recommend strategies to mitigate those risks
  • Respond to financial-related questions from lenders and other stakeholders
  • Partner with other internal departments to ensure that communications and presentation materials are accurate
  • Ensure budget and forecast models are accurate

Salary Range

$225,000 - $300,000 per annum

About You

  • Undergraduate degree required in accounting or business-related field
  • Both a CPA and graduate degree a plus
  • 15+ years of experience in real estate accounting or related field
  • Likely candidate will have come through an accounting or finance background with an understanding of real estate debt markets and financing
  • Familiar with the 1031 Exchange process
  • Experience in Yardi software a plus
  • Demonstrated ability to maintain confidentiality
  • Strong organizational skills, including the ability to prioritize and multi-task
  • Advanced knowledge of Microsoft Office Suite, including Word, Excel, and Outlook
  • Ability to communicate effectively and professionally within all levels of the organization and externally with lenders and other outside parties
  • Ability to work independently and with minimum supervision
  • Ability to work in a fast-paced entrepreneurial environment
  • Must possess a strong work ethic
  • Must be a team player


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