Fractional CFO

About the role

CFS is partnering with a well‑established real estate investment and property management organization to identify a Fractional CFO. This is a long‑term consulting engagement for an experienced finance leader who will serve as a strategic partner to ownership and executive leadership while leveraging an experienced accounting team to execute the organization’s financial objectives.

Why This Opportunity?

• Flexible part‑time schedule averaging approximately 20‑30 hours per week.
• Hybrid environment with on‑site presence in the Towson area and flexibility around how hours are structured.
• Stable, successful organization with an active real estate portfolio and ongoing strategic initiatives.
• Strong support from an experienced accounting team.
• Long‑term engagement potential without the demands of a traditional full‑time CFO role.
• Leadership team that values work‑life balance and outcomes over rigid schedules.

Responsibilities

• Serve as a strategic finance partner to ownership and executive leadership.
• Manage and strengthen banking, lending, and external financial relationships.
• Lead financing, refinancing, and underwriting activities across a real estate portfolio.
• Perform hold‑versus‑sell analyses and provide recommendations that support investment objectives.
• Develop financial models, cash flow forecasts, projections, and long‑range planning analyses.
• Evaluate potential investment opportunities and support capital allocation decisions.
• Oversee portfolio and corporate budgeting processes.
• Review financial performance and provide actionable insights to leadership.
• Assist with business planning, special projects, and strategic initiatives.
• Partner with the accounting team to ensure the accuracy and integrity of financial reporting.
• Utilize Yardi and other financial systems to support reporting and analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field; advanced degree and/or CPA are welcome but not required.
• 5+ years’ experience as a CFO, VP of Finance, Director of Finance, or similar senior finance leadership role.
• Strong background in real estate, property management, investments, private equity, development, or asset management environments a plus, but not required.
• Knowledge in underwriting, financial modeling, forecasting, and strategic analysis a plus.
• Experience negotiating and managing commercial lending relationships a plus.
• Ability to translate complex financial data into meaningful business recommendations.
• Experience with Yardi or similar software a plus, but not required.

Schedule

Average of approximately 20‑30 hours per week, with flexibility to adjust based on business needs and ongoing projects.