Director of Finance

The Director of Finance will play a critical leadership role in driving Bamboo Equity Partners’ investment strategy, portfolio performance, and financial operations, with a significant focus on tax planning and compliance. This individual will lead the development of sophisticated financial models, evaluate investment opportunities, manage portfolio analytics, and oversee fund- and asset-level tax strategy. The Director of Finance will also support capital markets initiatives, investor reporting, and lead a high-performing team of financial analysts.

The ideal candidate brings deep technical expertise in real estate finance and tax, strong business acumen, and demonstrated leadership experience in fast-paced, complex environments.

Key Responsibilities

Investment Analysis & Financial Modeling

• Develop and oversee complex financial models to evaluate potential acquisitions, capitalizations, and development opportunities.
• Identify, assess, and recommend investment opportunities aligned with Bamboo’s strategic objectives.
• Prepare detailed projections, scenario analyses, and performance forecasts to support investment decisions.
  
  
  

Tax Strategy, Planning & Compliance

• Lead tax planning and compliance activities for fund- and asset-level entities, including partnerships, corporations, and real estate assets.
• Structure investments and transactions to optimize tax efficiency while maintaining compliance.
• Oversee preparation and review of tax filings, K-1s, and other regulatory submissions.
• Advise senior leaders on tax implications of cost segregations, acquisitions, dispositions, financing strategies, and entity restructuring.
• Partner with external tax advisors, accounting firms, and legal counsel.
  
  
  

Portfolio Management & Capital Strategy

• Monitor performance of existing portfolio; provide strategic insights and updates to senior leadership and ownership.
• Support capital markets activities including underwriting, financing, debt restructuring, and equity raises.
• Coordinate and facilitate fund- and asset-level transactions, including capital calls, distributions, acquisitions, dispositions, financings, and fee payments.
• Develop and execute exit strategies for asset dispositions.
• Manage relationships with key operating partners: Intelica Property Accounting and Property Management, Oakline Construction Group, and Oakline Studios.
  
  
  

Financial Reporting & Governance

• Oversee preparation of accurate and timely financial reports and statements for all assets within the portfolio.
• Lead financial review processes in collaboration with Intelica Property Accounting to ensure conformity with GAAP.
• Strengthen financial governance, internal controls, and risk management practices across the organization.
  
  
  

Investor Reporting

• Lead preparation of investor reports, capital account summaries, and tax-related investor communications.
• Support fundraising efforts, investor presentations, due diligence requests, and LP onboarding.
• Leadership & Team Development
• Lead, mentor, and develop a team of financial analysts to ensure high performance, analytical rigor, and professional growth.
• Foster a culture known for excellence, collaboration, and accountability.
  
  
  

Desired Qualifications

• Bachelor’s degree in finance, Economics, Accounting, or related field required. CPA strongly preferred. CFA or MBA preferred.
• Minimum 5-7 years of experience in real estate finance, private equity, investment banking, or a related field.
• Significant experience in tax advisory or tax strategy within real estate or private equity environments required.
• 3 years of management experience, including coaching and performance management.
• Advanced financial modeling, valuation, and analytics capability.
• Strong understanding of partnership structures, real estate tax regulations, and investment tax implications.
• Intermediate-to-advanced MS Excel proficiency; strong skills in MS Office and Argus.
• Proven track record of financial modeling, valuation, reporting and analysis.
• Strong analytical and quantitative skills, with the ability to interpret complex financial data.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.