CFO Wanted With REIT Expertise

CFO Wanted With REIT Expertise (Dallas/Ft. Worth, Texas)

We are currently conducting a search for a CFO who will be accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. Principal accountabilities are:


1. Assist in formulating the company’s future direction and supporting tactical initiatives

2. Monitor and direct the implementation of strategic business plans

3. Develop financial and tax strategies

4. Manage the capital request and budgeting processes

5. Develop performance measures that support the company’s strategic direction


1. Participate in key decisions as a member of the executive management team

2. Maintain in-depth relations with all members of the management team

3. Manage the accounting, human resources, investor relations, legal, tax, and treasury departments

4. Oversee the financial operations of subsidiary companies

5. Manage any third parties to which functions have been outsourced

6. Oversee the company’s transaction processing systems

7. Implement operational best practices

8. Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package

Financial Information

1. Oversee the issuance of financial information

2. Personally review and approve all Form 8-K, 10-K, and 10-Q filings with the Securities and Exchange Commission if applicable

3. Report financial results to the board of directors

Risk Management

1. Understand and mitigate key elements of the company’s risk profile

2. Monitor all open legal issues involving the company, and legal issues affecting the industry

3. Construct and monitor reliable control systems

4. Maintain appropriate insurance coverage

5. Ensure that the company complies with all legal and regulatory requirements

6. Ensure that record keeping meets the requirements of auditors and government agencies

7. Report risk issues to the audit committee of the board of directors

8. Maintain relations with external auditors and investigate their findings and recommendations


1. Monitor cash balances and cash forecasts

2. Invest funds

Third Parties

1. Participate in conference calls with the investment community

2. Maintain banking relationships

3. Represent the company with investment bankers and investors

Desired Qualifications:

The candidate chief financial officer should have a master’s degree in accounting or business administration, or equivalent business experience and 10+ years of progressively responsible experience for a major company or division of a large corporation.  Should have experience in partnering with an executive team, and have a high level of written and oral communication skills. Preference will be given to candidates with an MBA in Finance and the Certified Public Accountant or Certified Management Accountant designations.


Controller, Tax Manager, Human Resources Manager, Investor Relations Officer

Would you please be so kind to forward this opportunity on to any CFOs with REIT experience. Perhaps they may know of someone they would refer to via email or call 858.999.0053



As TaxConnections CEO, Kat Jennings founded the leading tax platform connecting tax professionals and taxpayers worldwide. TaxConnections blogs educate tax professionals and taxpayers on the impact of tax laws affecting citizens all over the world.

Contact or call 858.999.0053 at


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