VP of Finance

Overview

This role is responsible for the financial performance of an investment portfolio spanning insurance, commercial real estate, and industrial initiatives. The leader in this position owns budgeting, forecasting, investor and lender relations, and deep analysis of property- and investment-level results. You will partner closely with senior leadership (including the CEO and CFO), oversee institutional third-party operators and internal teams, and directly influence acquisitions, financing, dispositions, and growth strategy.

The organization receives recurring financial and operating reporting from third-party property managers, and consolidates results across divisions, vehicles, and investments. A key focus is building systems and processes that translate incoming data into clear planning, reliable forecasts, and credible investor narratives.

Responsibilities

Budgeting

• Own the annual operating and capital budget for the entire portfolio and rolled up by store, operator, market, and investment vehicle (joint venture and wholly owned), including cash flow planning for equity and credit investments.
• Challenge operator submissions until each line is defensible.
• Build budgets for new acquisitions and lease-ups tied back to underwriting, and integrate them into the portfolio plan on day one.
• Partner with asset management on capital expenditure planning, sized by NOI impact and return on investment.
• Present the annual budget to the CEO and capital partners, and own budget attainment throughout the year.

Forecasting

• Own the monthly and quarterly reforecast process, producing rolling full-year and multi-year views of revenue, NOI, capex, and cash flow by store and for the portfolio.
• Build and maintain a consolidated financial model across real estate and equity and credit investments, including cash flow, liquidity, debt service, covenant compliance, and distributions.
• Run scenario and sensitivity analysis (rate, occupancy, interest rate, acquisition pace, disposition timing) to inform capital allocation, financing, and hold/sell decisions.
• Track forecast accuracy over time and continuously tighten drivers and assumptions.
• Partner with acquisitions on underwriting assumptions and run post-acquisition look-backs against original underwriting.

Investor and counterparty relations

• Serve as the primary finance point of contact for the CEO, capital partners, and lenders on portfolio performance.
• Lead quarterly investor and joint venture reviews, plus ongoing work with bulge-bracket lenders.
• Own the monthly and quarterly investor reporting package, including:
  • Portfolio summary
  • Fund- and store-level performance
  • Budget and forecast variance commentary
  • Watch list
  • Capital projects
  • Acquisition and development updates
  • Equity and credit investment performance
• Own lender reporting and covenant compliance across CMBS and bridge financing.
• Lead financings, acquisitions, and dispositions with counterparties by understanding loan, purchase, and joint venture documents and shaping structures to maximize return on equity.

Property- and investment-level financial analysis and operator accountability

• Perform critical, monthly review of each store’s P&L, balance sheet, and rent roll, plus monthly analysis of other investment reporting.
• Diagnose variances to budget and forecast at the line-item level; determine drivers such as occupancy, concessions, fees, and bad debt.
• Build an early-warning framework that flags underperforming stores using leading indicators—not only after NOI misses.
• Benchmark performance against budget, prior year, underwriting assumptions, peer stores, and local market comps.
• Lead monthly and quarterly financial performance reviews with third-party operators (including CubeSmart and Extra Space Storage), including:
  • Challenging results
  • Agreeing on corrective actions with an assigned owner and target date
  • Tracking actions to resolution
• Identify and size revenue enhancements (rate, occupancy, fees, ancillary income) and cost reductions (payroll, marketing, R&M, utilities, vendors, property tax), prioritized by NOI impact.

Reporting system, team, and AI

• Design and build the financial reporting and analytics system (a single source of truth for budget, actuals, forecast, and KPIs across all divisions, vehicles, and stores).
• Run the monthly business review with the CEO and CFO, using a single view of divisional health to drive decisions.
• Build and lead the finance team, hiring and developing analysts and managers as the portfolio grows.
• In partnership with accounting, standardize operator chart of accounts and implement controls, close calendar management, and validation checks to catch errors before investor reporting.
• Champion AI across the finance function by directing and building AI skills, agents, and automated workflows that ingest operator files, run variance diagnostics, and draft reporting—with review controls so outputs remain traceable and correct.

Requirements

• 12+ years in finance, FP&A, asset management, or investment management, including 5+ years in self storage or commercial real estate at an institutional owner, REIT, operator, or fund.
• Prior senior finance leadership (VP, Director of Finance, or Head of FP&A) with ownership of an annual budget and forecast for a multi-asset portfolio of comparable scale.
• Deep, hands-on budgeting and forecasting experience, including driver-based budgets, rolling forecasts, and explaining variances in a way that drives action.
• Investor relations experience, including ownership of reporting and relationships with family offices, LPs, institutional capital partners and/or lenders, and confident presentations to these stakeholders.
• Strong analytical and investigative mindset: ability to quickly identify what is wrong, missing, or driving NOI from a store P&L, balance sheet, and rent roll.
• Advanced financial modeling and strong Excel skills.
• Fluency with CRE financing (CMBS, lender reporting, covenant compliance) and with loan, purchase, and joint venture documents.
• Experience replacing manual processes with scalable reporting systems using AI/automation and BI tools (e.g., Power BI, Tableau).
• Demonstrated people leadership experience, building teams and leading through data, accounting, and legal partners.
• High agency and urgency; comfortable operating in a lean, founder-led environment with broad responsibility and limited bureaucracy.
• Clear, concise writer and communicator who can turn numbers into a story and a plan.
• Bachelor’s degree in finance, accounting, economics, real estate, or a related field.

Preferred Qualifications

• CPA, CFA, or MBA.
• Experience in debt capital markets, capital raising, or equity and credit investing beyond real estate.
• Experience with acquisitions underwriting, lease-up and development tracking, and dispositions.
• Exposure to public markets or REIT reporting standards.
• Experience with Python, SQL and/or Claude.
• Hands-on knowledge of self storage economics, including revenue management, ECRI programs, occupancy and rate dynamics, delinquency and auctions, and store-level NOI drivers.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Not specified in the provided job description.

Background Check

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