What are the responsibilities and job description for the Vice President of Finance and Accounting position at Commercial Real Estate?
Job Description
The Vice President of Finance and Accounting will oversee all accounting and financial functions related to the firm’s senior living investments and broader real estate holdings. Reporting directly to the Chief Financial Officer, this individual will lead financial operations, ensure compliance and reporting excellence, and partner with internal and external stakeholders to optimize asset performance. This role is a designated succession pathway to the CFO position within five years.
Key Responsibilities
As a family business, we take great pride in our award-winning heritage, extending back four decades. We have built a legacy of real estate excellence based on our ability to provide clients with increased value from their real estate holdings. It is all about our employees, working within a framework of business ethics, social and community responsibility, and customer focus that empower our professionals. We work hard to build real estate value every day.
As a family business, we take great pride in our award-winning heritage, extending back four decades. We have built a legacy of real estate excellence based on our ability to provide clients with increased value from their real estate holdings. It is all about our employees, working within a framework of business ethics, social and community responsibility, and customer focus that empower our professionals. We work hard to build real estate value every day.
The Vice President of Finance and Accounting will oversee all accounting and financial functions related to the firm’s senior living investments and broader real estate holdings. Reporting directly to the Chief Financial Officer, this individual will lead financial operations, ensure compliance and reporting excellence, and partner with internal and external stakeholders to optimize asset performance. This role is a designated succession pathway to the CFO position within five years.
Key Responsibilities
- Lead financial oversight of the senior living investment portfolio, including six existing entities and future acquisitions.
- Manage and mentor a team of accounting and financial professionals.
- Serve as the primary financial liaison to third-party senior living operators, ensuring transparency and alignment on performance goals.
- Oversee the preparation and accuracy of consolidated financial reports (monthly, quarterly, and annual) for internal stakeholders, investors, and lenders.
- Manage cash flow planning, capital calls, and investor distributions.
- Ensure compliance with loan covenants, debt structures, and investment agreements.
- Lead risk management initiatives across the portfolio, with a focus on internal controls and operational integrity.
- Support acquisitions, dispositions, and recapitalization efforts from a financial standpoint, including due diligence and transition planning.
- Coordinate tax reporting and investor communications in partnership with external accounting firms (e.g., K-1s).
- Evaluate and implement financial systems and investment management software for enhanced reporting and efficiency.
- Ensure accurate 1099 filings and ongoing regulatory compliance.
- Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
- At least 10 years of progressive experience in financial leadership roles, ideally in real estate investment or private equity.
- Deep knowledge of financial reporting, consolidation, and fund structures.
- Demonstrated experience managing third-party operators and driving asset-level performance.
- Strong leadership and team development skills.
- Familiarity with financial platforms such as Yardi or similar investment management tools.
- Exceptional communication, analytical, and problem-solving skills.
- Proactive mindset with a passion for process improvement and strategic thinking.
- Visionary financial leadership with a long-term growth perspective.
- Relationship-driven approach to internal and external collaboration.
- Results-oriented with the ability to manage multiple priorities effectively.
- Commitment to excellence, integrity, and continuous improvement.
- Readiness and capability to step into a CFO role within the next five years.
- Stakeholder satisfaction and strong cross-functional relationships.
- Operational and financial performance improvements.
- Effective risk and compliance management.
- Team growth, mentorship, and leadership development.
- Measurable progress toward CFO succession readiness.
As a family business, we take great pride in our award-winning heritage, extending back four decades. We have built a legacy of real estate excellence based on our ability to provide clients with increased value from their real estate holdings. It is all about our employees, working within a framework of business ethics, social and community responsibility, and customer focus that empower our professionals. We work hard to build real estate value every day.
As a family business, we take great pride in our award-winning heritage, extending back four decades. We have built a legacy of real estate excellence based on our ability to provide clients with increased value from their real estate holdings. It is all about our employees, working within a framework of business ethics, social and community responsibility, and customer focus that empower our professionals. We work hard to build real estate value every day.
