Chief Financial Officer - KLR Executive Search Group LLC : Job Details

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Director at KLR Executive Search Group | Legal | Financial Services | Accounting & Banking | C-Suite Executives | Professional Recruiting Services

KLR Executive Search Group is pleased to partner with UC Funds, a dynamic and innovative boutique private equity real estate firm with primary offices in Boston, MA, and Miami, FL. UC Funds is a vertically integrated specialty finance company that originates, structures, underwrites, and manages commercial real estate investments across the United States. Its investment focus spans multifamily, retail, office, hotel, industrial/warehouse, adaptive reuse, and construction projects. As part of its succession planning, the firm is seeking to identify its next Chief Financial Officer in anticipation of a planned retirement.

The CFO will be a key member of the Executive Leadership team, responsible for overseeing all financial operations within the organization. This role involves strategic financial planning, risk management, financial reporting, budgeting, and ensuring the Company's financial health and sustainability. This professional will work closely with the CEO and senior executives to drive business growth and profitability and ensure compliance with regulatory and industry standards.

Key Responsibilities include:

• Develop and implement financial strategies to support the Company's long-term goals and objectives.
• Oversee budgeting, forecasting, and financial modeling processes.
• Oversee financing activities, including debt and equity financing, and manage the Company's capital structure.
• Oversee and lead M&A activities, including financial due diligence, valuations, integration planning, and negotiations.

The successful candidate will bring:

• A minimum of 10 years of progressive experience in finance, with at least five years in a senior leadership role, preferably as a CFO or VP of Finance.
• Strong understanding of financial modeling, budgeting, forecasting, and reporting.
• Experience managing a finance team and leading financial operations in a dynamic business environment.
• In-depth knowledge of financial regulations, tax laws, and corporate governance.
• Exceptional verbal and written communication skills, with the ability to present financial information to diverse audiences (e.g., Board members, investors, senior leadership).
• Communicate effectively with all cross-functional team members to deliver quality and build strong relationships.
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• MBA or other advanced degree is a plus.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Real Estate, Financial Services, and Venture Capital and Private Equity Principals

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