Job Description
As our part-time Accountant / Fractional CFO, you will own the financial health of our entire portfolio. You’ll work closely with our co-founder and chief of operations as well as the rest of the team to ensure accurate accounting, robust cash-flow forecasting, timely financial reporting, and strategic guidance on capital-raising, refinancing, and tax planning. This is a flexible, remote-friendly role estimated at 15 hours per week, with the potential to grow into a larger retained engagement.
Key Responsibilities:
* Prepare and review P&L statements, balance sheets, and cash-flow reports for each property entity.
* Reconcile bank accounts, credit cards, mortgage statements, and vendor accounts.
* Develop annual budgets and rolling forecasts, highlighting cash-flow requirements and capital-expenditure needs.
* Monitor variances and advise on cost-control measures.
* Act as a trusted advisor on refinancing opportunities, debt restructuring, and capital raises.
* Model “what-if” scenarios for acquisitions, dispositions, and renovation projects.
* Coordinate with external tax advisors to ensure timely filing of Federal, state, and local returns for multiple LLCs.
* Oversee sales-tax and property-tax compliance.
* Recommend and implement best-in-class accounting tools and workflows (e.g., QuickBooks Online, AppFolio integration).
* Document standard operating procedures across all accounting processes.
* Present monthly financial packages and KPI dashboards to leadership.
* Liaise with lenders, insurance brokers, and external auditors as needed.
Ideal Qualifications:
Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA strongly preferred
5+ years’ experience in real estate accounting or as a CFO/fractional CFO in a property-centric business
Deep familiarity with multi-entity LLC structures, mortgage accounting, and property tax
Proficiency with accounting tools, including but not limited to; QuickBooks Online (or Desktop), AppFolio, Excel modeling etc.
Strong analytical mindset, able to synthesize complex data into clear recommendations
Excellent written and verbal communication skills
Highly organized with a focus on accuracy and process optimization
Ability to work independently, prioritize across multiple entities, and meet tight deadlines
Company Description
At dream, we specialize in development real estate asset management and full-service property management providing expert guidance from land acquisition to lease-up and beyond. With a proven history of record-setting rents and strategic property management, we ensure assets reach their full potential.
At dream, we specialize in development real estate asset management and full-service property management providing expert guidance from land acquisition to lease-up and beyond. With a proven history of record-setting rents and strategic property management, we ensure assets reach their full potential.