In this episode of In the Balance, hosts Munzurul Khan from KHI Partners and SPI’s Phil Tarrant are joined by the lead internal accounting partner at KHI Partners, Gary Yang, to discuss the role of a chief financial officer (CFO) within a property investment portfolio. The trio starts by exploring the traditional roles of CFOs in businesses, which typically encompass managing the balance sheet, profit and loss, and cash flow, which are essential to property investment.

Gary explains that the role of a property CFO involves more than just presenting financial data. It requires understanding the client’s objectives and the ability to construct and analyse data while providing actionable insights.

As property portfolios grow and evolve, the trio emphasises the need for a structured approach to financial management and presenting a compelling narrative to lenders, which a CFO can facilitate.