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1 week ago

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About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance Manage internal controls, financial reporting, and investor communications Advise the CEO and support long-term planning and growth strategy Oversee financial statement preparation and cash flow analysis Direct and mentor accounting and finance staff Capital Markets Function: Lead all equity and debt fundraising initiatives Manage investor relationships, including family offices, institutions, and private clients Oversee creation of offering materials, investor reporting, and presentations Structure investment vehicles, analyze returns, and support the Investment Committee Develop and execute strategies to expand the firms investor base Qualifications 8+ years of experience in real estate capital markets, accounting, and finance Proven ability to raise capital and manage investor relationships Strong technical proficiency in financial modeling and reporting CPA, CMA, or MBA preferred Experience with Yardi and advanced Excel required Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

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