Director of Finance #ESF7923

ExpertHiring•Maryland Heights, MO

20h

About The Position

What you will be doing: Lead Bamboo Equity Partners' investment strategy, portfolio performance, and financial operations with a focus on tax planning and compliance. Develop and oversee complex financial models to evaluate potential acquisitions, capitalizations, and development opportunities. Identify, assess, and recommend investment opportunities aligned with Bamboo's strategic objectives. Prepare detailed projections, scenario analyses, and performance forecasts to support investment decisions. Lead tax planning and compliance activities for fund- and asset-level entities, including partnerships, corporations, and real estate assets. Structure investments and transactions to optimize tax efficiency while maintaining compliance. Oversee preparation and review of tax filings, K-1s, and other regulatory submissions. Advise senior leaders on tax implications of cost segregations, acquisitions, dispositions, financing strategies, and entity restructuring. Monitor performance of existing portfolio and provide strategic insights and updates to senior leadership and ownership. Support capital markets activities including underwriting, financing, debt restructuring, and equity raises. Coordinate and facilitate fund- and asset-level transactions, including capital calls, distributions, acquisitions, dispositions, financings, and fee payments. Develop and execute exit strategies for asset dispositions. Manage relationships with key operating partners: Intelica Property Accounting and Property Management, Oakline Construction Group, and Oakline Studios. Oversee preparation of accurate and timely financial reports and statements for all assets within the portfolio. Lead financial review processes to ensure conformity with GAAP. Strengthen financial governance, internal controls, and risk management practices across the organization.

Requirements

Bachelor's degree in finance, economics, accounting, or related field required.
Minimum 5-7 years of experience in real estate finance, private equity, investment banking, or a related field.
Significant experience in tax advisory or tax strategy within real estate or private equity environments required.
3+ years of management experience, including coaching and performance management.
Advanced financial modeling, valuation, and analytics capability.
Strong understanding of partnership structures, real estate tax regulations, and investment tax implications.
Intermediate-to-advanced MS Excel proficiency; strong skills in MS Office and Argus.
Proven track record of financial modeling, valuation, reporting, and analysis.
Strong analytical and quantitative skills, with the ability to interpret complex financial data.

Nice To Haves

CPA strongly preferred; CFA or MBA preferred.

Responsibilities

Lead Bamboo Equity Partners' investment strategy, portfolio performance, and financial operations with a focus on tax planning and compliance.
Develop and oversee complex financial models to evaluate potential acquisitions, capitalizations, and development opportunities.
Identify, assess, and recommend investment opportunities aligned with Bamboo's strategic objectives.
Prepare detailed projections, scenario analyses, and performance forecasts to support investment decisions.
Lead tax planning and compliance activities for fund- and asset-level entities, including partnerships, corporations, and real estate assets.
Structure investments and transactions to optimize tax efficiency while maintaining compliance.
Oversee preparation and review of tax filings, K-1s, and other regulatory submissions.
Advise senior leaders on tax implications of cost segregations, acquisitions, dispositions, financing strategies, and entity restructuring.
Monitor performance of existing portfolio and provide strategic insights and updates to senior leadership and ownership.
Support capital markets activities including underwriting, financing, debt restructuring, and equity raises.
Coordinate and facilitate fund- and asset-level transactions, including capital calls, distributions, acquisitions, dispositions, financings, and fee payments.
Develop and execute exit strategies for asset dispositions.
Manage relationships with key operating partners: Intelica Property Accounting and Property Management, Oakline Construction Group, and Oakline Studios.
Oversee preparation of accurate and timely financial reports and statements for all assets within the portfolio.
Lead financial review processes to ensure conformity with GAAP.
Strengthen financial governance, internal controls, and risk management practices across the organization.