Director of Financial Reporting
A vertically integrated private commercial real estate investment firm is seeking a Director of Financial Reporting to enhance reporting quality, strengthen compliance infrastructure, and support continued growth. This role partners closely with senior finance leadership. The position is designed to elevate financial reporting consistency, validate investment-level financial outputs, coordinate tax and audit workflows, and reinforce internal control discipline.
This opportunity is ideal for someone who is very experienced in private real estate funds who thrives in a lean, entrepreneurial environment and enjoys building structure and standardizing procedures within a growing real estate investment platform.
• *Can live anywhere in the US with the exception of California**
Core Responsibilities:
• Support preparation of quarterly investor reporting packages across multiple investment vehicles
• Review property- and fund-level financial statements and supporting schedules for accuracy and completeness prior to distribution
• Validate capital account rollforwards, equity allocations, and distribution calculations in coordination with external advisors
• Ensure consistency of reporting formats across funds, entities, and joint ventures
• Maintain reporting checklists and standardized supporting schedules
• Strengthen documentation supporting financial outputs and improve reporting clarity and efficiency
• Assist with complex transactions including acquisitions, dispositions, refinancings, and capital events
• Partner with accounting leadership to compile annual audit materials
• Assist in maintaining accounting policies, procedures, and internal control documentation
• Ensure reconciliations and supporting schedules remain audit-ready throughout the year
• Identify opportunities to strengthen reporting discipline, documentation, and workflow efficiency
• Serve as primary internal liaison with outsourced tax advisors
• Oversee submission of trial balances and supporting schedules for partnership tax filings
• Coordinate fixed asset reporting and depreciation schedules with external preparers
• Review draft partnership returns alongside finance leadership
• Maintain a centralized compliance calendar covering tax filings, entity registrations, lender reporting, and key deadlines
• Coordinate tax payment processing and state registrations
• Monitor investor capital accounts and equity activity
• Support exchange transactions and related documentation as applicable
Qualifications:
• Bachelor's Degree in Accounting or Finance Required
• CPA or CPA Candidate
• 7–15 years of experience in public accounting, real estate investment firms, private equity real estate, or fund reporting environments
• Strong understanding of U.S. GAAP and partnership accounting principles
• Experience reviewing partnership tax returns (K-1s) and working with external CPA firms REQUIRED
• Knowledge of property-level investor reporting, capital allocations, and investor reporting best practices
• Highly organized, process-oriented, and detail-driven
• Comfortable operating independently in a growth-oriented private platform
• Collaborative leadership style with ability to work cross-functionally
Apply Now
Apply Now
This opportunity is ideal for someone who is very experienced in private real estate funds who thrives in a lean, entrepreneurial environment and enjoys building structure and standardizing procedures within a growing real estate investment platform.
• *Can live anywhere in the US with the exception of California**
Core Responsibilities:
• Support preparation of quarterly investor reporting packages across multiple investment vehicles
• Review property- and fund-level financial statements and supporting schedules for accuracy and completeness prior to distribution
• Validate capital account rollforwards, equity allocations, and distribution calculations in coordination with external advisors
• Ensure consistency of reporting formats across funds, entities, and joint ventures
• Maintain reporting checklists and standardized supporting schedules
• Strengthen documentation supporting financial outputs and improve reporting clarity and efficiency
• Assist with complex transactions including acquisitions, dispositions, refinancings, and capital events
• Partner with accounting leadership to compile annual audit materials
• Assist in maintaining accounting policies, procedures, and internal control documentation
• Ensure reconciliations and supporting schedules remain audit-ready throughout the year
• Identify opportunities to strengthen reporting discipline, documentation, and workflow efficiency
• Serve as primary internal liaison with outsourced tax advisors
• Oversee submission of trial balances and supporting schedules for partnership tax filings
• Coordinate fixed asset reporting and depreciation schedules with external preparers
• Review draft partnership returns alongside finance leadership
• Maintain a centralized compliance calendar covering tax filings, entity registrations, lender reporting, and key deadlines
• Coordinate tax payment processing and state registrations
• Monitor investor capital accounts and equity activity
• Support exchange transactions and related documentation as applicable
Qualifications:
• Bachelor's Degree in Accounting or Finance Required
• CPA or CPA Candidate
• 7–15 years of experience in public accounting, real estate investment firms, private equity real estate, or fund reporting environments
• Strong understanding of U.S. GAAP and partnership accounting principles
• Experience reviewing partnership tax returns (K-1s) and working with external CPA firms REQUIRED
• Knowledge of property-level investor reporting, capital allocations, and investor reporting best practices
• Highly organized, process-oriented, and detail-driven
• Comfortable operating independently in a growth-oriented private platform
• Collaborative leadership style with ability to work cross-functionally
Apply Now
Apply Now