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1mo ago

Chief Financial Officer

HomeInvest.com Palm Beach Gardens, FL

Palm Beach Gardens, FL

1mo ago Closed

$130k - $225k/yr Full time Manager Accounting CFO

This position is no longer accepting applications (closed Sep 26, 2026).

Job Description

The Chief Financial Officer will lead HomeInvest.com’s Multifamily Funds, owning financial strategy and day-to-day finance operations across the fund portfolio. This role focuses on capital planning, reporting integrity, regulatory compliance, and performance optimization to support sustainable growth and investor returns.

Financial Strategy and Fund Leadership

Develop and execute financial strategies for existing and future multifamily funds, ensuring alignment with business objectives and impact goals.
Collaborate with leadership to support fund raising activities, capital calls, distributions, debt sourcing, and banking relationships across all multifamily assets.
Direct forecasting, liquidity management, treasury activities, and capital expenditure (CapEx) planning across the portfolio to maximize profitability and asset value.

Underwriting, Due Diligence, and Deal Structuring

Oversee underwriting and financial due diligence for prospective multifamily acquisitions and support fund expansion initiatives.
Lead valuation assessments and contribute to deal structuring for transactions and portfolio growth.

Accounting, Compliance, and Controls

Manage fund and asset-level accounting with strict adherence to GAAP, applicable tax structures, and real estate investment regulations.
Establish internal controls and risk management frameworks, including COSO standards, tailored to real estate funds.
Lead compliance programs designed for investment fund requirements and ongoing regulatory alignment.

Reporting, Performance Metrics, and Investor Communication

Own high-level reporting processes, including transparent financial statements, profit and loss analysis, and fund performance metrics.
Provide key investment performance indicators such as IRR, Equity Multiple, and NOI to executive leadership and investors.

Impact Integration and Team Leadership

Integrate corporate social responsibility and impact-focused metrics into financial modeling and performance tracking.
Lead and inspire a high-performing finance and fund accounting team, building a culture of innovation, fiscal responsibility, and continuous growth.

Required Qualifications

Proven senior leadership experience as a CFO, VP of Finance, or Director of Fund Accounting within real estate private equity, multifamily asset management, or real estate fund management.
In-depth knowledge of fund structures, capital calls, waterfall distribution models, investor reporting, and real estate debt and equity structures.
Strong ability to build complex financial projection models, perform sensitivity analyses, and produce long-term valuation forecasts for multifamily assets.
Comprehensive understanding of GAAP, real estate tax strategies, risk frameworks, and regulatory compliance for investment funds.
Alignment with the “Believe in More” philosophy and a demonstrated passion for using financial leadership to create positive social and community impact.
Executive presence and strong negotiation skills, with the ability to explain complex financial concepts to investors, board members, and operational teams.

Compensation and Location

Location: Palm Beach Gardens, FL (onsite)
Salary: USD 130,000 - 225,000 per year

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

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6mo ago

LIHTC Underwriter, Lead Associate

Fannie Mae Boston, MA

Boston, MA

6mo ago Closed

$109k - $142k/yr Full time Affordable Housing Associate Compliance

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Join Fannie Mae in Boston, MA as a LIHTC Underwriter, Lead Associate. Fannie Mae plays a foundational role in housing finance and supports innovative efforts to expand access to homeownership and affordable rental housing. In this role, you will contribute to the Low-Income Housing Tax Credit program by providing expertise on customer network development and engagement, while helping originate proprietary and multi-investor LIHTC investments through our syndicator partners. The LIHTC platform was relaunched in 2018, and the team continues to invest across proprietary and multi-investor funds. You will collaborate with executives and staff managers on assigned operational activities to support the team’s objectives.

Responsibilities

Develop customer relationships with the LIHTC team Senior Director, Director, Advisors and syndicator partners to communicate investment parameters, manage the pipeline, and screen, model, price, and negotiate letters of intent for multifamily LIHTC investments.
Support the LIHTC team's business activities by underwriting and closing proprietary and multi-investor fund investments, including negotiating proprietary fund agreements under the direction of the Senior Director, Director and Advisors. Periodically assist the Head of Underwriting with underwriting and closing of lower tier proprietary investments.
Identify and assess the risk profile of LIHTC investments to ensure risk is controlled and objectives align with credit, investment and regulatory guidelines.
Coordinate with internal and external teams to establish milestones that enable a smooth LOI execution and secure investments.
Assist the Senior Director, Director, Chief Operating Officer and Vice President in updating processes related to internal stakeholders such as multifamily legal, risk, operations, finance, accounting and audit.
Partner with management to recommend business solutions based on analysis of internal and market data.
Actively participate in special projects as needed.
Travel on a limited basis to visit prospective investments and markets.

Experience and Qualifications

Minimum Required Experience

Four years of relevant experience underwriting LIHTC proprietary fund investments while maintaining product and credit quality.
Proven ability in modeling and structuring LIHTC investments and managing critical projects with tight or changing timelines.
Capability to manage multiple and competing priorities to support a robust investment pipeline as demonstrated with syndicator partners.
Self-motivated with strong attention to detail and a collaborative, team-oriented mindset.
Excellent analytical, verbal, written and presentation communication skills.
Ability to influence through negotiation, persuasion, meeting facilitation and conflict resolution.
Proven skill in engaging stakeholders, customers and vendors and building broad relationship networks.
Experience gathering accurate information to clearly explain concepts and answer critical questions.
Ability to work respectfully with diverse functional teams to achieve shared goals.
Proficiency with Microsoft Office, especially Excel, Word and PowerPoint.

Desired Experience

Bachelor’s degree or equivalent.
Experience with equity or debt portfolio management software/systems such as MRI, Salesforce and Yardi.
Ability to navigate multiple systems, manage data and generate reports.

Compensation and Work Arrangement

Target Pay Range: $109,000 to $142,000 per year.
Hybrid work arrangement.
Eligible to participate in the Fannie Mae incentive program, subject to program terms.

Additional Details

Location: Boston, MA
Industry focus: Multifamily, LIHTC engagements

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Chief Financial Officer

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