Chief Financial Officer

Our client in the real estate industry is looking for a Chief Financial Officer to join their team in Orange County


Job Description:

  • Help create business plan and forecasts for investments
  • Oversee debt and equity mix for each property
  • Oversee financial statements like income statements and balance sheets
  • Manage tax returns and governmental agency reports
  • Assist with short and long-term strategic financial objectives
  • Create quarterly report to track performance of funds
  • Help create financial policies and procedures
  • Help provide management with advice on financial implications of business activities
  • Analyze benefits and costs of potential acquisitions and business partnerships
  • Oversee corporate treasury activities
  • Help analyze and make investments to ensure a profitable portfolio
  • Help analyze budgets, financial trends and forecasts
  • Assist with annual reviews of loss and loss adjusting expense reserves with actuaries



  • CPA or CMA required
  • MBA a plus
  • Experience in investment management or related industries
  • Experience with SEC
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • xcellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to communicate complex information to a variety of audiences
  • Able to be discreet with confidential/sensitive information
  • Able to adapt to changing priorities
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Strong work ethic



  • Bachelor’s degree in accounting finance or related field and a minimum of 10 years’ relevant experience

Ref #35225


Kyrie SalazarChief Financial Officer