Chief Financial Officer

About Beyond International

Beyond Global Management/Beyond International Group, an Inc 5000 company, is on a mission to supercharge the real estate private investment world.

Find out more about us through Home - Beyond Wealth Management

About the Role

As the CFO at Beyond International Group, you will lead financial operations and steer the direction of accounting practices to support the sustainable growth of the company. This full-time role is based in Houston, TX, and will work directly with the senior partnership team to shape financial strategies, optimize the financial system, and ensure the company meets its financial goals.

This role requires a forward-thinking and communicative leader, who will be responsible for overseeing all financial operations of the company, including financial planning and analysis, budgeting forecasting, tax planning and strategy, investor accounting, and ensuring compliance with financial regulations.

Responsibilities

• Develop and implement the company’s financial strategy, ensuring it supports overall business objectives and growth. Provide strategic advice to the executive team and Board of Directors on financial planning and performance.
• Oversee the finance department and other operational departments, ensuring efficient processes and effective team management. Implement best practices for operational efficiency and performance.
• Maintain and strengthen relationships with capital markets, including investors, banks, and other financial institutions. Utilize these connections to support capital raising, financing, and strategic investment opportunities.
• Lead and oversee the yearly budget and quarterly reforecast processes. Provide timely and accurate analysis of budgets, financial reports and financial trends to support strategic decision making.
• Manage monthly and quarterly corporate and funds closing process to ensure accounting tasks are completed accurately and timely, including the group consolidated financial reporting for US and overseas entities.
• Collaborate with tax adviser on tax compliance, distribution calculations and other special projects to ensure timely filing of federal and state tax returns, including collection of K-1s from portfolio companies and distribution of K-1s, 1099s, 1042s, etc.
• Partner across departments in the planning and integration of systems, improving financial management tools related to performance, defining roles and responsibilities and delivering effective improvements to processes as part of the fund investment initiative.
• Manage relationships with key counterparties related to financial operations.
• Collaborate with fund operation team on the preparation of fund’s cash distribution and waterfall calculations as part of the disposition process.
• Lead annual fund audit, including the preparation of schedules, liaising with the auditors, and responding to open items.

Qualifications

• At least 10+ years of financial management experience, including a minimum of 3 years in a senior leadership role. Proven experience as an operational CFO with expertise in managing financial and operational departments.
• Strong ties to capital markets with experience in raising capital, managing investor relations, and executing financing strategies.
• Deep understanding of financial industry and private investment, with experience in private deal / fund capital formation and fund accounting.
• Demonstrated ability to lead, develop, and manage teams. Strong strategic thinking, communication, organization and decision-making skills, with experience working closely with executive teams and boards of directors.
• Proficiency in financial modeling, budgeting, and forecasting. Expertise in financial software and systems, with advanced analytical skills.
• Excellent communication and interpersonal skills, with the ability to clearly present complex financial information to various stakeholders.
• Comprehensive understanding of financial regulations and compliance requirements related to private credit and real estate finance.
• Bachelor’s degree in finance, Accounting, or a related field. MBA, CPA, or other relevant advanced degrees or certifications are preferred.
• Must be able to commute to Houston, TX.

Employment Type

Regular Full-time Exempt.

Pay Range

$150k - $200k base salary + performance bonus.

Benefits

• Opportunities for professional development and growth within an inclusive team environment.
• Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee’s eligible dependents.
• PTO (vacation and sick).
• 401(k) with Enhanced Employer Safe Harbor match.
• 10 paid holidays in a year.
• Professional membership reimbursement.
• Cell phone/technology reimbursement.

Note: Benefits can and may change any time at the management’s discretion and in compliance with applicable State and Federal laws.

Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Houston, TX.

Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is an at-will employer.