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Boston, MA

Chief Financial Officer

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KLR Executive Search Group is proud to partner with UC Funds (www.ucfunds.com), a fast-paced boutique private equity real estate firm with key office locations in Boston, MA, and Miami, FL.

UC Funds is a vertically integrated specialty finance firm that originates, structures, underwrites, and asset manages commercial real estate investments nationwide. It focuses on Multifamily, Retail, Office, Hotel, Industrial/Warehouse, Adaptive Reuse, and Construction.

  • The CFO will be a key member of the Executive Leadership team, responsible for overseeing all financial operations within the organization. 
  • This role involves strategic financial planning, risk management, financial reporting, budgeting, and ensuring the Company's financial health and sustainability. 
  • The CFO will work closely with the CEO and senior executives to drive business growth and profitability and ensure compliance with regulatory and industry standards.

Key Responsibilities include:

  • Develop and implement financial strategies to support the Company’s long-term goals and objectives.
  • Oversee budgeting, forecasting, and financial modeling processes.
  • Oversee financing activities, including debt and equity financing, and manage the Company’s capital structure.
  • Oversee and lead M&A activities, including financial due diligence, valuations, integration planning, and negotiations.

The successful candidate will bring:

  • A minimum of 10 years of progressive experience in finance, with at least five years in a senior leadership role, preferably as a CFO or VP of Finance.
  • Strong understanding of financial modeling, budgeting, forecasting, and reporting.
  • Experience managing a finance team and leading financial operations in a dynamic business environment.
  • In-depth knowledge of financial regulations, tax laws, and corporate governance.
  • Exceptional verbal and written communication skills, with the ability to present financial information to diverse audiences (e.g., Board members, investors, senior leadership).
  • Communicate effectively with all cross-functional team members to deliver quality and build strong relationships. 
  • Bachelor's degree in Accounting, Finance, Business Administration, or related field. 
  • MBA or other advanced degree is a plus.
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