- Prepare accurate and timely financial statements, reports, and forecasts for management, investors, and external stakeholders across the company's different entities.
- Oversee day-to-day accounting operations, including accounts payable, accounts receivable, payroll, and general ledger activities.
- Manage the annual budgeting process and provide ongoing analysis of financial performance against budget and forecasts.
- Provide financial leadership and guidance to senior management, offering insights and recommendations to optimize financial performance and drive business growth.
- Assist the principals with investment due diligence and analysis.
- Collaborate with cross-functional teams to support strategic initiatives, including acquisitions, capital investments, and operational improvements.
- Develop, lead, and maintain financing conversations with construction lenders and equity investors.
- Review loan documentation.
- Create transaction analysis, summaries, and investment memorandums for recommendations to the Investment Committee.
- Build and oversee KPI and KPM metrics to be widely adopted across the firm's different entities.
- Provide debt information as requested and track interim property tests, guaranty burn-offs, loan extensions, and other information required to monitor the portfolio properly.
- Stay current on industry trends, accounting standards, and best practices to continuously improve financial processes and reporting accuracy.
- Manage and oversee day-to-day work of two Assistant Controllers.
- Bachelor's degree in Accounting, Finance, or a Real Estate related field (or other relevant degree, e.g., Economics, Mathematics) is required.
- 5+ years of experience in Real Estate Finance or Accounting, preferably within banking, private equity, or real estate investment and development is required.
- CPA qualification is required.
- CFA qualification is preferred.
- Management experience of accounting and finance staff is preferred.
- Strong understanding of real estate investment concepts and analysis is required.
- Experience working with banks and equity investors in real estate is preferred.
- Experience with construction lending is preferred.
- Excellent analytical skills, attention to detail, and strong organizational skills.
- Outstanding written and verbal communication.
- Self-starter, able to work independently or in a team environment.
- Demonstrated flexibility to handle multiple projects in a fast-paced environment.
- Unquestionable integrity and ethics.
- Strong proficiency in MS Office applications (especially Excel).
- This is an on-site opportunity and will require a candidate to be able to commute to the group's office in the Triad, North Carolina 4-days a week.
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Director of Real Estate Finance - Charlotte, United States - Macdonald & Company
Description
The Opportunity:
Macdonald & Co. is proudly partnered with a privately held real estate investment and development firm headquartered in the North Carolina Triad to appoint a Director of Finance & Accounting to their growing team.
This is an excellent opportunity for someone with a demonstrated interest in real estate investment and development to lead and take ownership of the firm's accounting, financial, human resources, capital markets, and back-office efficiencies. The Director of Finance & Accounting will work directly with the firm's principals in establishing and championing processes that are fundamental to the firm's success over the coming years.
Job Duties:
Qualifications:
