Scottsdale, Arizona, United States · On-site
Position Overview 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 i…
Skills: Personal Financial Management, Real Estate Investment Accounting, Financial Modeling, Cash Flow Planning, Treasury Management
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Manage the personal balance sheets, real estate portfolios, and affiliated business ventures for three principals. Provide financial oversight for development projects and accounting support for Soltrust Advisors.
Requires a Bachelor's degree in Accounting or Finance with 8-10 years of experience in real estate finance or family office management. CPA certification and proficiency in real estate accounting software are strongly preferred.
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.
The Personal CFO reports directly to the three principals and works in close coordination with their outside advisors, including tax preparers, attorneys, lenders, insurance brokers, and third-party property managers. The existing Investment Controller would be a direct report to this position.
liabilities, and equity across all holdings
property managers across the principals’ portfolio
real estate partnerships, private equity, and other alternative investments
business entities and ventures
This is a full-time, direct-hire position. Compensation will be commensurate with experience and will include a competitive base salary, performance bonus opportunity, and benefits package.
Specific terms will be discussed with qualified candidates.
Leading real estate development platform in metro Seattle and Greater Phoenix.
Blueprint is the market leader that helps local builders meet housing demand in two of the fastest growing markets: metro Seattle and Greater Phoenix. We start by sourcing and financing development projects using decades of local experience and a dedicated team of professionals. From there, we layer on a variety of support services, including help with feasibility, land use, design, permitting, accounting, and more.
Offices: 4147 California Ave SW, Seattle, Washington 98116, US · 6912 E 2nd St, Scottsdale , Arizona 85251, US · 400 N 34th St, Suite 200, Seattle, Washington 98103, US
Leading real estate development platform in metro Seattle and Greater Phoenix.
Blueprint is the market leader that helps local builders meet housing demand in two of the fastest growing markets: metro Seattle and Greater Phoenix. We start by sourcing and financing development projects using decades of local experience and a dedicated team of professionals. From there, we layer on a variety of support services, including help with feasibility, land use, design, permitting, accounting, and more.
Offices: 4147 California Ave SW, Seattle, Washington 98116, US · 6912 E 2nd St, Scottsdale , Arizona 85251, US · 400 N 34th St, Suite 200, Seattle, Washington 98103, US
