Chief Financial Officer

Freestone Property Group • New York, NY

19d • $300,000 - $400,000 • Hybrid

About The Position

As the Chief Financial Officer, you will play a pivotal role in shaping the direction of Greenbrook Partners and its affiliates. As a member of the Executive Team reporting directly to the Principals, you will oversee accounting and financial operations across all three levels of the business (property, fund and corporate), lead the finance, accounting and investor relations team, and provide strategic guidance to the executive leadership. This role requires a leader who has operated within a vertically integrated owner-operator platform with multiple affiliated companies, and who is equally comfortable managing capital raising, financing, and capital partner relationships as they are overseeing day-to-day accounting. The ideal candidate is well-versed in tax strategy – including entity structuring, REIT and partnership tax considerations, and tax planning at the property, fund and corporate levels – and brings outstanding leadership skills, with a demonstrated ability to train, mentor and develop their team and to lead succession planning across the finance and accounting organization.

Requirements

• Significant progressive accounting and finance leadership experience in real estate investment management, with direct oversight of property-level, fund-level, and corporate-level accounting.
• Prior experience at a vertically integrated real estate owner-operator with multiple affiliated companies (e.g., property management, leasing, and construction affiliates) strongly preferred.
• Demonstrated experience with capital raising, property/fund/corporate-level financing, and managing relationships with institutional capital partners (LPs, JV partners, and lenders).
• CPA required; public accounting background (Big 4 or national firm) preferred.
• Bachelor's degree in Accounting, Finance, or a related field; MBA a plus.
• Outstanding leadership skills, with a track record of building, training and mentoring high-performing teams and leading succession planning.

Responsibilities

• Develop and implement financial strategies aligned with the company's short-term and long-term goals.
• Conduct financial forecasting, budgeting, and variance analysis to drive profitability and cost-efficiency.
• Develop and implement tax planning strategies at the property, fund and corporate levels, including entity structuring, REIT and partnership tax considerations, and coordination with outside tax advisors.
• Oversee and unify accounting across all three levels of the business: property-level (individual asset financials), fund-level (fund/vehicle reporting and compliance), and corporate-level (parent company and affiliated management entities).
• Ensure accurate, GAAP-compliant financial statements and clean intercompany eliminations across property, fund, and corporate books.
• Standardize accounting policies, chart of accounts, and reporting cadences across affiliated operating companies (property management, leasing, and construction affiliates).
• Direct the preparation, oversight, and implementation of the corporate budget, partnering with department and business unit leaders to develop annual operating and capital budgets, monitoring actual performance against forecast throughout the year, and driving corrective action on material variances.
• Prepare accurate and timely financial statements, reports, and presentations for management, investors, and stakeholders.
• Monitor and analyze financial performance, identifying areas for improvement and proposing actionable solutions.
• Partner with the investor relations team on capital raising efforts, including preparation of offering materials, capital call and distribution notices, and fund-level reporting to limited partners.
• Serve as a trusted point of contact for capital partners – limited partners, joint venture partners, and lenders – managing reporting expectations, waterfall calculations, and investor inquiries.
• Support due diligence for new capital commitments and structuring of new fund and joint venture vehicles.
• In conjunction with the asset management team, oversee capital structure and financing at the property, fund and corporate levels – including debt and equity financing, refinancings, and corporate-level credit facilities – to ensure optimal returns.
• In conjunction with the acquisitions team, evaluate investment opportunities, perform due diligence, and assess potential risks and returns.
• Develop and maintain relationships with financial institutions, lenders, and investors.
• Manage cash flow, liquidity, and working capital to support day-to-day operations and investment activities.
• Optimize banking relationships, negotiate favorable terms, and ensure efficient cash management processes.
• Develop and implement effective treasury and cash management policies and procedures.
• Ensure compliance with financial regulations, accounting standards, and tax filing requirements at the property, fund and corporate levels.
• Implement internal controls and financial policies to safeguard assets and mitigate risks.
• Oversee human resources, information technology and SEC compliance
• Lead the audit strategy and coordinate financial statement audits, tax examinations, and regulatory reviews at the property, fund and corporate levels, serving as the primary relationship owner for external auditors and tax advisors.
• Lead and mentor the property accounting, fund accounting, and corporate accounting teams, fostering a high-performance culture.
• Provide guidance and professional development opportunities to enhance the team's skills and expertise.
• Foster effective cross-functional collaboration with other departments to achieve organizational goals.
• Lead succession planning across the finance and accounting organization, building bench strength and clear development paths for key roles.

Benefits

• Competitive base salary ($300,000 - $400,000), carried interest, and the opportunity for quarterly, performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans with a very generous employer contribution.
• 401(k) plan with a generous company match.
• Paid time off and holidays.
• Ability to work from home one day a week.
• Opportunities for professional development and career advancement within a dynamic and expanding organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive