Senior Controller / Future CFO
Location: Westlake Village, CA
Company Type: Class “A” Commercial Real Estate Owner, Manager, & Developer
Position Type: Full-Time
Position Summary
Are you an entrepreneurial financial leader ready to step into a future C-suite role? We are seeking an experienced, detail-oriented, and dependable Senior Controller to lead financial operations for our privately held commercial real estate portfolio, property management business, and development/investment ventures.
Operating in a fast-paced, owner-operated environment, this pivotal role manages all debt, equity, insurance, and operational risk. You will maintain pristine books and records, oversee property- and entity-level reporting, and optimize cash flow systems. For a proactive leader—preferably a CPA—this position offers a defined, direct path to grow into a full-charge Chief Financial Officer (CFO) within our established, family-run business.
Key Responsibilities
Financial Leadership & Reporting
- Cycle Management: Oversee the complete accounting lifecycle, ensuring efficient internal processes and protocols are developed, documented, and strictly followed.
- Executive & Stakeholder Reporting: Direct monthly property-level and corporate-level reporting, including general ledger reviews, error resolution, and proactive communication with owners to support strategic decision-making.
- Banking & Treasury: Serve as a primary point of contact for banking relationships, actively managing balances, liquid assets, and corporate/property reserve depository accounts in coordination with ownership.
- Tax & Compliance: Lead annual tax package preparation and serve as the main liaison with external CPAs; ensure accurate financial projections, timely entity filings, and voucher payments.
Property Operations & Asset Management
- Cash Flow & Capital: Track capital accounts, provide comprehensive cash flow reporting, and manage balance sheet accounting across all properties and entities.
- Budgeting & Reconciliations: Partner with the property management team to generate annual budgets, continuously monitor actual vs. budgetary performance, and oversee bank and CAM reconciliations.
- Lease & Data Management: Ensure accuracy and management of the internal
Investment Management Database, loan databases, and loan covenants.
- Transactional Support: Oversee accounts payable and receivable operations, manage insurance renewals/claims, and handle escrow documentation for real estate acquisitions and dispositions.
Corporate Governance & Efficiency
- Entity Management: Manage comprehensive corporate compliance, including Business Tax License registrations, LLC/Corporate Good Standing maintenance, and Annual Statements of Information.
- Cost & Efficiency Analysis: Conduct continuous carry cost and construction analyses to identify opportunities to reduce risk, lower costs, and improve operational efficiencies
.
Qualifications & Experience
Required:
- 7+ years of commercial real estate accounting experience, with deep expertise handling income-producing assets.
- Thorough, practical mastery of NNN, Modified Gross, and Full-Service Gross lease structures.
- Expert-level proficiency in Microsoft Excel and strong familiarity with commercial property management/accounting software (e.g., Skyline, Yardi, MRI, or similar).
- Extensive experience in entity management, corporate governance, and federal/state tax compliance workflows.
- Strong multitasking skills with a proven ability to manage complex deadlines and multiple projects simultaneously.
Preferred:
- Certified Public Accountant (CPA) designation highly preferred.
- Prior accounting experience within the Medical Office building sector is a strong plus.
- Familiarity with project development and ground-up construction accounting a plus.
Ideal Candidate Profile
- Entrepreneurial Mindset: Driven to discover ways to increase profits, mitigate operational risks, and help a business scale.
- Exceptional Communicator: Able to provide clear, consistent, and professional financial insights directly to company owners.
- Meticulous Detail-Orientation: A leader who takes pride in absolute accuracy, clear organization, and structural efficiency.
Compensation & Benefits
- Competitive Salary: Commensurate with experience.
- Executive Growth Path: Direct mentorship and milestone planning toward a full-charge CFO role.
