VP of Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the financial performance of Etude's investment portfolio, encompassing budgeting, forecasting, investor and lender relations, as well as property- and investment-level analysis.

• Collaborate directly with the CEO, CFO, and senior leadership team.

• Supervise both institutional third-party operators and in-house teams.

• Impact acquisitions, financing, dispositions, and growth strategies.

• Develop systems to enhance portfolio-level visibility and engage in major transactions.

• Negotiate with counterparties, comprehend legal contracts, and structure deals to optimize return on equity.

• Manage annual operating and capital budgets across various stores, operators, markets, and investment vehicles.

• Challenge operator budget submissions and incorporate new acquisitions and lease-ups into portfolio strategies.

• Take ownership of monthly and quarterly reforecasting and consolidated financial modeling.

• Conduct scenario and sensitivity analyses for capital allocation, financing, and hold/sell decisions.

• Monitor forecast accuracy and perform post-acquisition underwriting reviews.

• Act as the primary finance contact for the CEO, capital partners, and lenders.

• Manage monthly and quarterly investor reporting packages and lender communications.

• Oversee covenant compliance and lead financings, acquisitions, and dispositions in collaboration with counterparties.

• Analyze property- and investment-level financial statements, rent rolls, revenue quality, expenses, accruals, and one-time items.

• Identify variances and create an early-warning system for underperforming stores.

• Benchmark stores against budgets, prior years, underwriting, peer stores, and local market comparables.

• Facilitate financial performance reviews with third-party operators and monitor corrective actions.

• Pinpoint revenue enhancement opportunities and cost reductions prioritized by NOI impact.

• Design and implement a cohesive financial reporting and analytics system.

• Conduct monthly business reviews with the CEO and CFO.

• Build and lead the finance team.

• Standardize operator charts of accounts and establish controls, close calendars, and validation checks.

• Advocate for AI skills, agents, and automated workflows for data ingestion, variance diagnostics, and reporting.

⛳️ Requirements

• A minimum of 12 years in finance, FP&A, asset management, or investment management.

• At least 5 years of experience in self-storage or commercial real estate with an institutional owner, REIT, operator, or fund.

• Prior senior finance leadership experience as VP, Director of Finance, or Head of FP&A.

• Proven ownership of an annual budget and forecast for a similarly scaled multi-asset portfolio.

• Hands-on expertise in budgeting and forecasting, including driver-based budgets and rolling forecasts.

• Direct experience in investor relations with family offices, LPs, institutional capital partners, and/or lenders.

• Strong ability to analyze store P&Ls, balance sheets, and rent rolls.

• Advanced proficiency in financial modeling and Excel.

• Familiarity with CRE financing, including CMBS, lender reporting, and covenant compliance.

• Knowledge of loan, purchase, and joint venture documents.

• Experience in replacing manual processes with scalable reporting systems utilizing AI, automation, Claude, Claude Code, and BI tools such as Power BI or Tableau.

• Proven leadership skills with the ability to guide teams through data, accounting, and legal partnerships.

• High sense of agency and urgency in a lean, founder-led environment.

• Exceptional writing and communication skills.

• Bachelor's degree in finance, accounting, economics, real estate, or a related field.

• CPA, CFA, or MBA preferred.

• Experience in debt capital markets, capital raising, or equity and credit investing beyond real estate preferred.

• Familiarity with acquisitions underwriting, lease-up and development tracking, and dispositions preferred.

• Exposure to public markets or REIT reporting standards preferred.

• Experience with Python, SQL, and/or Claude preferred.

• Practical knowledge of self-storage economics preferred.

• Ability to pass a general and criminal background check.

• Must be authorized to work in the United States.

🏝️ Benefits

• Direct access to the CEO and exposure to senior leadership.

• Ongoing collaboration with institutional operators, joint venture partners, and top-tier lenders.

• Opportunity to establish the finance function, systems, processes, tools, and team from the ground up.

• AI-driven operating environment utilizing AI tools, agents, and automated workflows.

• Autonomy and responsibility with diverse challenges to tackle.

• Professional development alongside experienced colleagues.

• Employment contingent upon satisfactory verification of a general and criminal background check.