Pacific Executive Search Places Chief Financial Officer (CONFIDENTIAL) in Real Estate Sector

📅Placed 5/13/2026
🏢
Position
Chief Financial Officer (CONFIDENTIAL)
🏭
Industry
Real Estate
📍
Metro Region
Southern California

Placement Team

David Liebman
Candidate Recruiter & Client Recruiter
Partner
Categories
Accounting ManagementFinance
Specialties
CFO/VPController/Director

Placement Story

Facing the challenge of transitioning from a family office to an institutional platform, a fast-growing real estate investment firm enlisted the expertise of Pacific Executive Search. The firm required a strategic finance leader with the knowledge and experience to oversee the design and implementation of financial and reporting systems from the ground up. Pacific Executive Search placed a seasoned CFO with an impressive track record, including building CBRE's real estate fund administration business from startup to $100M+ revenue. This candidate also brought extensive experience in FP&A, M&A diligence, pricing strategy, and Yardi systems, positioning the investment firm for successful growth and institutionalization. The placement was on-site in Southern California.

Frequently Asked Questions

Can Pacific Executive Search recruit for PE portfolio companies in the real estate industry?
Absolutely. Pacific Executive Search has a proven track record in recruiting for PE-backed, VC-funded, and portfolio companies across various industries, including real estate. We understand the unique challenges and opportunities within this sector and can help identify and attract top-tier talent, such as CFOs, with the strategic vision and operational expertise necessary to drive growth and institutionalization.
What kind of experience can Pacific Executive Search bring to a firm transitioning from a family office to an institutional platform in Southern California?
Pacific Executive Search can bring extensive experience to such transitions. We recently placed a CFO with a wealth of experience in FP&A, M&A diligence, pricing strategy, and Yardi systems at a fast-growing real estate investment firm in Southern California. This candidate had an impressive track record, including building a real estate fund administration business from startup to over $100M in revenue. Our expertise lies in finding the right candidates who can oversee the design and implementation of financial and reporting systems from the ground up.
How does Pacific Executive Search ensure the successful placement of strategic finance leaders?
At Pacific Executive Search, we thoroughly understand the specific needs and dynamics of each client's business. We recently placed a CFO at a real estate investment firm, who not only had extensive experience in financial services, but also had the specific knowledge of Yardi systems that the client required. Our comprehensive approach ensures we find candidates who are not just technically proficient, but also align well with the company's culture and strategic goals.

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