Controller - Real Estate

About This Role

This Controller role oversees accounting operations, cash management, and investor funding administration for a growing real estate investment platform. It is a highly trusted position responsible for ensuring financial clarity and strong internal controls across multiple entities and investment structures. The role suits a detail-oriented professional comfortable with complex multi-entity structures, able to bring organization and structure to a growing platform.

Responsibilities

• Oversee day-to-day accounting operations including banking activity, disbursements, reconciliations, and monthly reporting across multiple entities
• Support investor capital activity, ensuring funds are properly received, documented, allocated, and tracked
• Maintain a clear audit trail and consistent reporting structure
• Maintain a consolidated cash dashboard across all entities and bank accounts
• Produce monthly cash flow reports and rolling forecasts
• Monitor liquidity needs and proactively identify potential funding gaps
• Oversee account structure and ensure appropriate use of each account
• Manage investment funding intake including verification of funds and allocation to appropriate entities or offerings
• Track and document all investor capital activity including contributions, preferred equity, and member loans
• Maintain complete documentation supporting investor transactions
• Oversee outgoing payments including wires, ACH transfers, checks, credit cards, and reimbursements
• Confirm approvals, payee accuracy, entity allocation, GL coding, and documentation for all payments
• Maintain vendor records, W-9 documentation, and payment logs while ensuring proper controls
• Track and reconcile fee arrangements including investor relations structures, referral fees, management fees, acquisition and disposition fees, and consulting agreements
• Maintain schedules outlining payment calculations, timing, and supporting documentation
• Ensure fees are accrued and paid in accordance with governing agreements
• Lead the monthly close process including reconciliations, journal entries, and accruals
• Prepare financial statements by entity including profit and loss statements, balance sheets, and cash flow reports
• Maintain accounting policies, approval workflows, and internal control procedures
• Coordinate with external CPAs, tax advisors, lenders, and investors as needed
• Map recurring and planned expenses across entities and budgets
• Maintain consistent expense categorization across technology, software, and operational costs
• Implement scalable accounting processes to support continued platform growth

Requirements