Chief Financial Officer Job at Fortis Property Management, Charlotte, NC

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  • Fortis Property Management
  • Charlotte, NC

Job Description

Position Overview

Fortis Property Management is seeking a strategic and growth-oriented Chief Financial Officer (CFO) to serve as a key member of the executive leadership team and drive the organization’s financial vision, strategy, and operational excellence across a rapidly expanding multifamily portfolio.

The CFO will oversee all financial functions including accounting, treasury, financial planning & analysis, capital management, compliance, and strategic growth initiatives. This role will directly influence enterprise expansion, portfolio performance, and investment decisions while ensuring strong financial discipline, scalable infrastructure, and operational alignment.

Executive Scope & Impact

The Chief Financial Officer will serve as a core executive leader responsible for shaping the organization’s financial direction and long-term scalability. This role partners closely with ownership and executive leadership to guide capital positioning, portfolio growth strategy, and enterprise investment decisions while fostering a high-performing financial organization.

Key Responsibilities

Financial Leadership & Strategy

  • Lead enterprise financial strategy aligned with organizational growth and operational objectives
  • Direct annual budgeting, multi-year forecasting, and scenario modeling processes
  • Provide executive insight into portfolio performance, margin optimization, and cost containment initiatives
  • Establish and monitor financial KPIs, dashboards, and performance scorecards
  • Advise leadership on capital allocation strategies and financial risk considerations

Accounting & Financial Reporting

  • Oversee corporate and property accounting operations ensuring accurate and timely reporting
  • Ensure preparation of consolidated financial statements and management reporting packages
  • Maintain compliance with GAAP and company accounting policies
  • Oversee audit readiness and coordination with external auditors and tax advisors

Treasury & Capital Management

  • Lead cash flow forecasting, liquidity management, and working capital optimization
  • Manage banking relationships, credit facilities, and treasury strategy
  • Support capital raise initiatives and lender reporting requirements
  • Monitor covenant compliance and financial obligations
  • Develop strategies to improve cash conversion cycles and financial flexibility

Risk Management & Compliance

  • Establish financial risk management frameworks and mitigation strategies
  • Ensure compliance with regulatory, tax, contractual, and reporting requirements
  • Oversee insurance financial coordination and risk transfer strategy
  • Maintain internal control environments aligned with best practices

Growth, M&A & Integration

  • Provide financial leadership for acquisitions, dispositions, and strategic growth initiatives
  • Lead financial due diligence, valuation support, and integration planning
  • Develop scalable financial infrastructure supporting geographic and portfolio expansion
  • Partner with operations and asset teams during transitions and integrations

Financial Planning & Analysis

  • Lead enterprise FP&A function supporting strategic decision-making
  • Deliver actionable financial insights to executive leadership
  • Identify trends, risks, and opportunities impacting performance
  • Support board and executive presentation development

Technology & Systems Oversight

  • Champion financial systems optimization and integration initiatives
  • Drive automation and process improvement within finance operations
  • Promote data analytics capabilities improving financial visibility
  • Partner with IT and operations to strengthen data governance and reporting architecture

Leadership & Talent Development

  • Build, mentor, and lead a high-performing finance and accounting organization
  • Establish performance expectations, development pathways, and succession planning
  • Foster a culture of accountability, collaboration, and continuous improvement
  • Align team structure to support organizational growth and scalability

Cross-Functional Partnership

  • Partner with Operations, HR, Asset Management, and Executive Leadership to support business objectives
  • Support workforce financial planning and labor cost strategy discussions
  • Provide financial guidance supporting operational initiatives and investments
  • Participate in executive strategy sessions and enterprise planning

Qualifications

Education & Credentials

  • Bachelor’s degree in Accounting, Finance, or related discipline required
  • CPA or advanced finance credential strongly preferred

Experience

  • 12+ years of progressive finance and accounting leadership experience
  • Executive leadership experience within multifamily, real estate, or property management strongly preferred
  • Experience supporting growth-oriented or investor-backed organizations preferred
  • Demonstrated success leading large, multi-functional finance teams

Technical & Professional Skills

  • Strong knowledge of GAAP and financial reporting standards
  • Experience with property management accounting systems (Yardi, RealPage, AppFolio, or comparable platforms)
  • Advanced financial modeling and analytical capability
  • Strong executive communication and presentation skills
  • Ability to balance strategic leadership with operational execution

Leadership Competencies

  • Strategic and forward-thinking mindset
  • Executive presence and influence
  • High integrity and accountability
  • Strong decision-making capability
  • Talent development and coaching orientation
  • Continuous improvement mindset

Work Environment & Expectations

  • Hybrid executive presence required with regular onsite collaboration
  • Periodic travel to corporate offices and property locations as needed
  • Ability to operate effectively within a fast-paced, growth-oriented environment

Why Join Fortis Property Management

  • Rapidly expanding multifamily platform with strong growth trajectory
  • Executive visibility and meaningful enterprise impact
  • Opportunity to shape financial strategy and infrastructure
  • Collaborative leadership culture focused on innovation and performance

Compensation & Benefits

Fortis Property Management offers a competitive executive compensation package including base salary, performance incentives, comprehensive benefits, and leadership growth opportunities within a dynamic and expanding organization.

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