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Chief Financial Officer

The Quest Organization
  • NY
  • Quick Apply
30+ days ago

Job Description

Chief Financial Officer - Real Estate / Family Office


A privately held, vertically integrated real estate development and capital platform is seeking a Chief Financial Officer to lead all finance and accounting functions across a rapidly growing multibillion-dollar enterprise spanning real estate development, private credit, EB-5, construction, and captive insurance.


The CFO will serve as a strategic partner to the CEO and executive team, overseeing accounting, FP&A, treasury, tax, audit, investor reporting, and financial systems infrastructure while building and scaling a high-performing finance organization.


Responsibilities:


  • Lead enterprise-wide finance, accounting, reporting, treasury, tax, and audit functions
  • Build and scale the finance organization across Controller, FP&A, Fund Accounting, Treasury, and Tax
  • Oversee consolidated GAAP reporting, multi-entity consolidations, partnership accounting, and waterfall structures
  • Drive budgeting, forecasting, cash management, liquidity planning, and management reporting
  • Partner with executive leadership on capital allocation, growth initiatives, and strategic decision-making
  • Lead investor and lender financial reporting across LPs, JV partners, lenders, and EB-5 stakeholders
  • Implement institutional-grade financial systems, controls, and reporting infrastructure


Qualifications:


  • Active CPA required
  • 10+ years of progressive finance leadership experience within real estate development, REITs, private equity, or family office environments
  • Strong background in multi-entity consolidations, partnership accounting, and institutional reporting environments
  • Real estate development and construction accounting experience
  • Experience building and leading high-performing finance teams
  • Big Four foundation and public-company or institutionally audited experience preferred
  • Entrepreneurial, hands-on and combine technical rigor with strategic leadership in fast-paced, high-growth environments.
  • Strong technical proficiency in AI tools such as Claude, etc.


Preferred:

  • Experience with EB-5 fund structures and compliance reporting
  • Private credit, debt, and preferred equity structures
  • Captive insurance accounting exposure

Numbers & Facts

LocationNY
IndustryStaffing/Employment Agencies
Company Size10 to 19 employees
Year Founded1985
Websitehttp://www.questorg.com

About Company

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

Skills

  • Accountingunmatched
  • Accounting Consolidationunmatched
  • Artificial Intelligence (AI)unmatched
  • Auditingunmatched
  • Budgetingunmatched
  • Capital Allocationunmatched
  • Cash Managementunmatched
  • Certified Public Accountant (CPA)unmatched
  • Channel Strategiesunmatched
  • Constructionunmatched
  • Entrepreneurshipunmatched
  • Financeunmatched
  • Financial Controlunmatched
  • Financial Planning and Analysis (FP&A)unmatched
  • Financial Reportingunmatched
  • Financial Systemsunmatched
  • Forecastingunmatched
  • Fund Accountingunmatched
  • Generally Accepted Accounting Principles (GAAP)unmatched
  • Head of Financeunmatched
  • Insuranceunmatched
  • Leadershipunmatched
  • Liquidityunmatched
  • Loansunmatched
  • Management Reportingunmatched
  • Real Estateunmatched
  • Real Estate Developmentunmatched
  • Technical Strategyunmatched
  • Treasuryunmatched

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