Real Estate Controller

The Real Estate Controller is responsible for overseeing all financial operations, reporting, and strategic financial analysis for a multi-entity real estate portfolio. This role ensures accurate financial reporting, compliance with lender and tax requirements, and provides high-level financial insights to support executive decision-making, investment strategy, and portfolio growth.

Key Responsibilities

Financial Reporting \& Close

• Oversee monthly, quarterly, and annual close processes across all entities
• Review and approve financial statements for accuracy and completeness
• Ensure timely and accurate year-end close and reporting
• Prepare and present consolidated financial summaries for executive leadership

Budgeting, Forecasting \& Analysis

• Lead annual budgeting process across all properties and operational entities
• Prepare quarterly budget-to-actual variance analyses and provide strategic insights
• Develop and maintain portfolio-level financial summaries for ownership reporting
• Manage cash flow planning to ensure liquidity for operations, debt service, and tax obligations

Strategic Financial Modeling \& Investment Analysis

• Build and maintain financial models for acquisitions, developments, and refinancing opportunities
• Analyze potential investments to determine projected returns, profitability, and risk
• Develop pro forma models for multifamily and commercial developments
• Prepare financial packages and pro formas for lender submissions

Capital Markets \& Financing

• Coordinate financial reporting required by loan covenants (PFS, REO schedules, etc.)
• Manage construction loan draw processes and lender reporting
• Support refinancing efforts, including financial analysis and term negotiation
• Maintain internal loan tracking schedules and intercompany financing structures

Tax \& Compliance

• Coordinate with external CPAs for tax preparation and filings
• Provide required financial documentation and respond to audit/tax inquiries
• Review tax returns for accuracy and ensure alignment with financial records
• Oversee cost segregation studies and other tax optimization strategies

Partnership \& Investor Reporting

• Prepare and distribute quarterly investor/partner reports
• Coordinate and manage partner distributions
• Respond to investor inquiries and provide financial clarity as needed

Treasury \& Cash Management

• Oversee intercompany transactions and loan balances
• Optimize cash positioning across entities
• Approve funding requests and manage capital allocations

Operational Leadership

• Lead and mentor accounting team; establish processes, controls, and best practices
• Review and approve all disbursements, including bi-weekly check runs
• Implement internal controls and improve financial workflows
• Conduct performance reviews and support team development

Insurance \& Risk Management

• Oversee annual insurance renewals and work with brokers to optimize coverage and cost

Transaction \& Closing Oversight

• Lead financial aspects of acquisitions, dispositions, and refinancing transactions
• Review settlement statements and ensure accurate accounting treatment
• Coordinate with internal and external stakeholders during closings

Lease Economics \& Advisory (Non-Property Management)

• Analyze and model lease scenarios, including rent structures, escalations, and concessions
• Provide financial ranges and return analysis for new leases and renewals
• Partner with property management/leasing teams by delivering data-driven guidance to support negotiations

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
• 7–10\+ years of progressive accounting/finance experience, preferably in real estate
• Strong experience with multi-entity and partnership structures
• Advanced financial modeling and Excel expertise
• Experience with budgeting, forecasting, and investment analysis
• Familiarity with Real Estate financing, loan structures, and covenant compliance
• Proven leadership and team management experience

Key Skills

• Financial strategy and analytical thinking
• Attention to detail and accuracy
• Strong communication with executive leadership and external partners
• Process improvement and systems implementation
• Ability to manage multiple priorities across a complex portfolio

Physical Requirements:

The physical requirements for this office role include the ability to sit or stand for extended periods, typically up to 8 hours a day, and regularly operate standard office equipment such as computers and phones. Employees should be able to lift up to 15 pounds occasionally and frequently perform tasks that require typing, writing, and document handling. Effective verbal and written communication skills are necessary, along with adequate visual and auditory abilities to read materials and participate in meetings.

EEOC Statement:

Dune Companies, and its affiliates, is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic. We believe diversity drives innovation and we are dedicated to fostering a workplace that respects and values the contributions of all individuals.