Chief Financial Officer

Description

Chief Financial Officer (CFO)

Location: Charlotte, NC
Department: Executive Leadership

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 organ