Director, Finance and Accounting
Newport Beach, CA - USA
Job Summary
BKM Capital Partners isseekinga strategic and detail-oriented leader to serve as Director Finance & Accounting playing a critical role in managing and scaling the firms financial infrastructure.
Basedinour Newport Beach California office the Director will report directly to executive leadership and oversee all core finance and accounting functions across a high-growth vertically integrated real estate platform. This roleis responsible forensuring accuracy transparency and efficiency across financial reporting fund operations and treasury while building a scalable platform to support continued growth.
Key responsibilities are organized across five core areas: (i)Strategy Innovation & Leadership(ii)Property&FundAccountingand(iii)Corporate Finance Accounting & Treasury.
This role is 100% in-office due to the collaborative nature of our business.
1.Strategy Innovation & Leadership
Strategic Finance
- Partner with executive leadership to align finance and accounting priorities with firmwide strategy and growth objectives
- Provide financial insight and decision support on key initiatives including acquisitions integrations and new business lines
- Act as a thought partner across departments helping drive alignment between Financeand Operations
Technology & Automation
- Identifyand implement automation opportunities across finance and accounting workflows (reporting close fund operations and data management)
- Assistthe adoption and optimization of technology solutions (Data platforms AI tools) to enhance efficiency accuracy and scalability
- Partner with internal and external resources to build a modern data-driven finance function
Data Reporting & Insights
- Enhance reporting capabilities through improved dashboards and real-time analytics
- Develop KPI frameworks and performance metrics to support data-driven decision-making
- Oversee audit and tax functions across the organization partnering closely with external auditors and tax advisors
Talent Development & Team Leadership
- Build develop and mentor high-performing teams across all finance and accounting functions
- Establish clear career paths training programs and succession planning initiatives
- Foster a culture of accountability ownership and continuous improvement
Cross-Functional Collaboration
- Work closely with senior leaders across the firm to improve processes communication and execution
- Drive alignment across departments to reduce friction and improve overall operating efficiency
- Support firmwide initiatives and contribute to a collaborative high-performance culture
2.Property & Fund Accounting
Portfolio & Fund Oversight- Oversee all property-level and fund-level accounting functions across the platform ensuringaccurateandtimelyfinancial reporting
- Review financials fund NAVs and variance analyses across all assets and investment vehicles
- Ensure consistency in accounting policies reporting standards and application of fund governing documents (e.g. waterfalls allocations)
Financial Reporting & Capital Activity
- Oversee preparation and review of property and fund financial statements including partner capital account reporting
- Manage capital activity including capital calls distributions and investor allocations
- Ensure accuracy of NAV calculations and alignment with investment structures
Process Controls & Scalability
- Establish andmaintainstandardized processes across property and fund accounting including close timelines and reporting deliverables
- Ensure strong internal controls across all entities and reporting levels
- Identifyand implement process improvements to enhance efficiency accuracy and scalability as the platform grows
3. CorporateFinanceAccounting & Treasury
Financial Reporting & Close
- Oversee corporate accounting including monthly quarterly and annual close processes
- Ensuretimelyandaccuratepreparation of financial statements and management reporting
- Maintain integrity of the general ledger and supporting schedules
FP&A & Strategic Support
- Support budgeting forecasting and financial planning processes across the platform
- Deliver insights on financial performance trends and key business drivers
- Partner with executive leadership on strategic initiatives and financial decision-making
Liquidity & Cash Management
- Oversee firmwide cash management liquidity planning and capital allocation
- Monitor cash positions across corporate entities funds and properties
- Develop andmaintaincash flow forecasts to support operational and investment decisions
Banking & Capital Management
- Manage relationships with banking partners and lenders
- Oversee treasury operations including wires controls and cash movement processes
- Optimizeuse of credit facilities including subscription lines and corporate lines of credit
The Qualifiers
- Bachelors degree in Accounting Finance Business Administration or a related field required; CPA strongly preferred
- 12 years of progressive experience in accounting and/or finance with demonstrated leadership responsibility
- Public accounting experience (Big 4 preferred) with a strong technical foundation in GAAP and financial reporting
- Strong organizational skills with exceptional attention to detail and accuracy
- Highly motivated results-oriented professional with a strong work ethic and sense of ownership
- Advanced analytical and problem-solving skills with the ability to translate data into actionable insights
- Excellent written and verbal communication skills with the ability to effectively interact across all levels of the organization
- Ability to operate in a collaborative fast-paced and dynamic team environment with flexibility and responsiveness
- Demonstrates the highest standards of integrity professionalism and ethical conduct
Perks
- Competitive Pay Bonus
- Medical Dental Vision Life Insurance Pet Insurance
- Paid Time Off
- 401k Plan Match
- Growth Potential
- Professional Development Resources
- Fun Work Vibe (indoor basketball court/gym/pickleball) creative office space team-building events and much more!)
Required Experience:
Director
About Company
Why BKM Capital Partners. Our team has worked together for over two decades & our track record totals over 150 million square feet facilitated and...