Chief Financial Officer

BLUEPRINT SERVICES LLC•Scottsdale, AZ

23d

About The Position

We are seeking a highly experienced and versatile finance professional to serve as Personal CFO / Director of Finance for three real estate principals. This is a senior, hands-on role that sits at the intersection of personal wealth management, real estate investment, and operating company finance. The Personal CFO will be the principals’ primary financial resource, responsible for managing and coordinating all financial matters across their personal balance sheets, real estate portfolios, and affiliated business ventures. In addition, the role will provide accounting and financial reporting support to Soltrust Advisors, the external manager of Soltrust Residential REIT, though it will not be responsible for property-level reporting for Soltrust Residential REIT’s owned portfolio. The CFO-level responsibilities for Soltrust Residential REIT itself - including oversight of the REIT’s books and financial reporting, its owned buildings, investor reporting, audit coordination, and broader fund-level leadership - may be folded into the role over time if the individual proves to be the right long-term fit and the organization is ready for that transition.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred
Minimum 8–10 years of progressive experience in real estate finance, personal financial management, family office, or a combination thereof
Demonstrated experience with real estate investment accounting, including rental properties, development projects, and multi-entity structures
Strong financial modeling skills, including development pro formas and cash flow analysis
Experience coordinating with third-party property managers, lenders, tax advisors, and legal counsel
Proficiency with real estate accounting software (e.g., Yardi, AppFolio, or equivalent) and general ledger platforms (QuickBooks, Sage, or similar)
Advanced Microsoft Excel skills
High degree of discretion and professionalism in handling confidential personal and financial information
Strong organizational skills and ability to manage multiple priorities across diverse entities and asset classes
Excellent written and verbal communication skills; ability to present complex financial information clearly to non-financial audiences
Self-starter with the ability to operate independently and proactively identify issues
Collaborative working style with the ability to build effective relationships with the principals and outside advisors
Detail-oriented with a strong commitment to accuracy and timeliness

Nice To Haves

Prior experience in a family office, high-net-worth individual advisory, or multi-principal environment
Familiarity with REIT structures, fund-level accounting, or investment manager operations
Experience supporting construction financing, including draw management and lender reporting
Working knowledge of trust, partnership, and LLC accounting

Responsibilities

Prepare and maintain personal financial statements for each principal, including balance sheets, income statements, and net worth summaries
Coordinate and manage each principal’s overall balance sheet, tracking assets, liabilities, and equity across all holdings
Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns
Manage cash flow planning and liquidity across personal and investment accounts, including daily treasury management
Coordinate with attorneys, bankers, insurance brokers, and other outside professionals on financial matters
Gather, record, and consolidate property-level income and expense data from third-party property managers across the principals’ portfolio
Maintain accurate books and records for all principal-owned properties
Analyze rental property cash flows and work with third-party property managers to optimize leasing, occupancy, and revenue performance
Prepare and present periodic financial reports on portfolio performance, including variance analysis and key operating metrics
Provide ongoing property-level accounting and financial reporting for properties owned directly by the principals
Liaise with outside tax preparers to ensure timely preparation and filing of all required federal, state, and local tax returns and distribution of K-1’s
Build and maintain financial models for development opportunities, including pro formas, return analyses, and scenario modeling
Prepare loan packages, draw requests, and supporting financial documentation for construction and permanent financing from third-party lenders
Manage the financial oversight of properties under construction, including budgeting, cost tracking, forecasting, and reporting against construction budgets
Monitor development timelines and flag financial risks or cost variances to the principals
Track and report on the principals’ active and passive investment portfolios, including real estate partnerships, private equity, and other alternative investments
Monitor investment performance, distributions, capital calls, and compliance requirements
Assist in underwriting and evaluating new investment opportunities as directed by the principals
Provide day-to-day accounting, bookkeeping, and financial reporting for Soltrust Advisors, the management company for Soltrust Residential REIT
Support Soltrust Advisors management-company reporting, including management fee calculations, operating budgets, internal reporting, and advisor-level financial controls
Coordinate with the Soltrust Residential REIT’s auditors, legal counsel, and other service providers only as needed for Soltrust Advisors’ management-company responsibilities
Support accounting, bookkeeping, and financial reporting for the principals’ affiliated business entities and ventures
Maintain organized financial records and entity-level books across multiple LLCs, partnerships, or other structures
Assist in structuring and tracking intercompany transactions, loans, and distributions