Position Summary
Bellevue Capital Partners is expanding and seeking a highly experienced Chief Financial Officer (CFO) to lead the financial strategy, operations, and governance of a growing portfolio of diversified holdings. The CFO will guide financial planning, risk management, capital structure, and compliance for a multi-entity organization while serving as a strategic partner to executive leadership. This role requires a seasoned financial expert with deep knowledge of GAAP, tax strategy, public accounting, and complex, multi-company structures.
The ideal candidate is a CPA with a strong background in public accounting, diversified investments or multi-entity holdings, and expertise in raising capital, optimizing financial systems, and scaling organizations sustainably. They must also have direct experience working within a public REIT environment and bring a background in SEC reporting or public company financial governance. Candidates with CAO experience are strongly encouraged to apply. This role includes the opportunity for both cash and stock-based bonus compensation.
Objectives of the Role
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Oversee all financial operations, including cash management, investments, insurance, budgeting, forecasting, and financial reporting.
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Drive the company’s long-term financial strategy, capital planning, and organizational staffing needs.
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Lead the development, coordination, and management of annual operating, capital, and program budgets.
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Ensure consistent, accurate financial reporting and well-controlled internal financial operations.
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Oversee day-to-day accounting, internal controls, audit processes, and regulatory compliance.
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Develop best practices, systems, and tools that support strong fiscal management, operational flexibility, workflow efficiency, and cross-team communication.
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Maintain compliance with national, state, and local financial regulations by monitoring legislation and implementing necessary actions.
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Coordinate external audit processes to ensure timely, accurate annual audits.
Key Responsibilities
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Establish and maintain corporate financial policies and procedures ensuring full compliance with GAAP and direct experience with SEC filings and SEC regulations.
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Partner with senior leadership to develop, evaluate, and monitor annual budgets, business plans, and performance metrics.
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Conduct financial modeling, evaluate economic conditions, and identify opportunities for revenue growth, operational efficiencies, and cost reduction.
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Lead enterprise-wide risk management, including analysis of liabilities, investments, financial exposure, and capital allocation.
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Manage the organization’s capital structure, financing arrangements, and relationships with lenders, investors, and financial institutions.
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Monitor organizational performance using analytical tools, reporting dashboards, and KPIs; develop corrective action plans when needed.
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Oversee finance personnel and financial IT systems to ensure accuracy, reliability, and regulatory compliance (FASB, IRS, etc.).
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Support corporate initiatives related to mergers, acquisitions, divestitures, and restructuring.
Required Skills and Qualifications
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10+ years of executive financial leadership experience, preferably with multi-entity or diversified holding companies.
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Certified Public Accountant (CPA) required.
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Public REIT experience required.
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Experience as a CAO or in SEC reporting/public company financial operations strongly preferred.
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Significant experience in public accounting, financial reporting, and audit coordination.
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Demonstrated success managing financial operations for complex organizational structures or diversified investments.
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Proven expertise in data analysis, forecasting, capital planning, and risk management.
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Deep understanding of advanced accounting principles, regulatory frameworks, and tax planning strategies.
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Strong leadership and organizational skills with impeccable integrity and sound judgment.
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Excellent verbal, written, and visual communication abilities.
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Master’s degree in Accounting, Finance, Business Administration, or equivalent practical experience.
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Experience leading mergers and acquisitions from financial due diligence through integration.
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Ability to operate strategically while maintaining oversight of daily financial operations.
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Compensation includes eligibility for both cash and stock bonus incentives.
Professional references required upon request
