Chief Financial Officer

Surlamer Investments is a private investment firm based in Newport Beach with a diversified portfolio spanning real estate, private investments, public markets, and affiliated operating businesses. We operate with an institutional framework while maintaining a highly agile, hands-on approach across all ventures. We are seeking a Chief Financial Officer to take an active, hands-on role in driving financial strategy, operational finance, investment oversight, in both technology startups and real estate. This role requires a CFO who is directly involved in forecasting, operations, and day-to-day decision making, takes a hands on approach, and engages across all aspects of the business. Key Responsibilities Financial Strategy & Capital Allocation
Develop and execute firm-wide financial strategy aligned with long-term investment objectives
Drive capital allocation decisions across real estate, private investments, and public markets
Lead forecasting, scenario analysis, and portfolio-level planning Capital Management & Relationships
Manage relationships with investors, lenders, and financial institutions
Support capital raising initiatives and evaluate financing strategies
Optimize capital structure across entities and investments Liquidity & Treasury Oversight
Oversee firm-wide liquidity, ensuring efficient deployment of capital
Manage cash positioning, distributions, and intercompany capital flows
Maintain banking relationships and treasury infrastructure Investment Structuring & Execution
Partner with legal and tax advisors to optimize structuring and tax efficiency
Support underwriting, valuation, and diligence across new investments Portfolio Oversight & Performance
Monitor financial performance across investments at a portfolio level
Develop KPIs and reporting frameworks to support decision-making
Provide strategic insight into portfolio optimization and risk exposure Operational Leadership
Oversee finance and accounting functions across the firm
Implement scalable systems, controls, and financial infrastructure
Manage external service providers, including fund administrators, auditors, and consultants Risk Management & Governance
Identify and manage financial and structural risks across investments
Establish internal controls and governance frameworks
Oversee insurance, contractual exposure, and financial risk mitigation Qualifications
10+ years of experience across real estate, private equity, family office, or related fields
MBA from a top tier program strongly preferred; CPA, CFA, or equivalent experience is a plus
Strong experience with real estate financials, operations, and multi-entity structures
Demonstrated experience building and owning financial models, forecasts, and budgets
Proven ability to support operational decision-making and drive performance across a portfolio
Ability to work closely with accounting teams while owning forecasting, planning, and financial direction
Experience operating within a lean team or startup environment is strongly preferred
Hands-on mindset with the willingness to engage across all aspects of the business Compensation & Benefits
Base Salary: $240,000
Discretionary performance-based bonus
Health and dental insurance
Paid time off and holidays
401(k) retirement plan with company match