Company Overview
Real estate development and investment management firm headquartered in Charleston, SC is seeking a qualified Controller to join their team.
This must be a person with experience working in residential real estate development and acquisitions to assist the managing partner in all financial functions, financial planning and analysis, cash management, overseeing bookkeepers and lender & investor reporting functions as the company grows its property portfolio. To be successful in this role, you must be able to manage multiple projects simultaneously. You will be responsible for oversight of all accounting activities as well as all financial and investor reporting, budgeting, forecasting, financial, FP&A, Treasury, payroll and cash management activities. You will be required to understand real estate operating capital needs and requirements, cash flow, understanding business points of JV and operating agreements and loan documents.
Key Responsibilities
• Financial Reporting: Generate and analyze company, JV and property level financial statements, including income statements, balance sheets, and cash flow statements. Prepare monthly financial reports to lenders and investors.
• Budgeting and Forecasting: Develop annual budgets and financial forecasts in collaboration with executive management. Monitor actual performance against budgeted figures and provide insights on variances.
• Financial Analysis: Conduct thorough financial analysis to support strategic decision-making, such as investment opportunities, pricing strategies, and cost-saving initiatives.
• Cash Flow Management: Manage cash flow to ensure liquidity needs are met, optimizing the timing of cash inflows and outflows.
• Financial Controls: Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations and accounting standards.
• Tax Planning and Compliance: Coordinate tax planning strategies and ensure compliance with local, state, and federal tax regulations. Liaise with external tax advisors as necessary.
• Audit Management: Coordinate the annual audit process, liaise with external auditors and ensure timely completion of audit requirements.
• Risk Management: Identify financial risks and develop strategies to mitigate them, such as interest rate risk, currency risk, and market risk.
• Financial Systems and Processes: Evaluate and enhance financial systems and processes to improve efficiency, accuracy, and effectiveness using AI.
• Payroll Management: Oversee payroll processing to ensure accurate and timely compensation, compliance with applicable laws and regulations, and proper recording in the financial system.
Candidate Qualifications
• Bachelor’s degree in Accounting, Finance, or a related field.
• Current CPA or CFA certification preferred.
• Minimum 7 years professional work experience in investment company accounting and/or real estate in a Senior Manager or Controller level position, with at least 3 years in a supervisory role.
• Professional certifications such as certified bookkeeper or related credentials are a plus.
• Strong knowledge of commercial real estate financial concepts, including loan agreements, property management financials, property valuation, leasing structures, and development finance.
• Experience with institutional funds or fund management is a plus.
• Proficiency in financial modeling and analysis, with advanced Excel skills.
• Proficiency in accounting software, such as QuickBooks, Yardi, AppFolio or other commercial real estate accounting platforms.
• Experience preparing multi-entity and intercompany transactions, financial reports, budgets and cash flow projections specific to real estate investments.
• Solid understanding of real estate-specific accounting standards, such as GAAP and IFRS.
• Excellent communication and interpersonal skills, with the ability to present financial information to non-financial stakeholders and institutional investors.
• Strong leadership abilities with a track record of building and managing high-performing teams.
• Analytical mindset with attention to detail and the ability to think strategically.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
• Located in Charleston, SC.
Compensation and Benefits
• Competitive salary based on experience.
• Performance-based bonuses.
• Health, dental, and vision insurance.
• Professional development opportunities.
*Please send resume to admin@fulcrumstaffing.com in Word (not PDF) format. Thanks!

