Chief Financial Strategist
1 week ago
About UsOur company specializes in providing high-quality financial analysis and accounting support to clients within the real estate sector. We partner with a diverse range of clients, including private equity investors, developers, and fund managers across the U.S. and Europe.We are seeking a Senior Financial Planning Professional to join our team. As a key member of our operations, you will work closely with the Finance Director to drive strategic insights for transactions ranging from $50M to $500M+.Key Responsibilities:Manage financial reporting, month/year-end close, and compliance with U.S. GAAP.Oversee billing cycles, profitability analysis, revenue forecasting, and cash flow oversight.Lead budgeting, KPI dashboards, and financial planning for business growth and hiring strategy.Review internal controls and implement workflow improvements to support scalability.Support select outsourced CFO engagements with financial modeling, budgeting, and capital strategy.Advise on tax efficiency, entity structuring, and compliance alignment (state & federal).Assist with audit prep, financial due diligence, valuations, and M&A-based advisory where applicable.Review client deliverables from accounting teams (AP/AR, payroll, month-end close, reconciliations).Requirements:Candidates must have a CPA License Preferred (Active or In-Progress acceptable)4+ years in a CFO, Controller, Senior Accounting Manager, or Public Accounting roleProven experience with U.S. GAAP, ASC standards, tax compliance workflows, and audit supportExperience working within or managing a CPA firm, advisory practice, or finance outsourcing environmentExpertise in MS Excel for budgeting, FP&A, cash flow planning, cost controls, and financial analysisWhy Work With Us?Work on high-caliber international PE deals.Full-time remote position.Opportunity to support capital raising and high-value investment strategies.Working Conditions:Must be available during US EST Time ZoneIndustry: Real Estate
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