Chief Financial Officer

Chief Financial Officer Overview

• The Chief Financial Officer (CFO) will oversee all financial operations, including accounting, budgeting, forecasting, and cash management, ensuring efficiency and accuracy.
• Collaborate with the executive team to provide financial guidance and support strategic decision-making aligned with organizational goals.
• Act as the financial steward and compliance officer for affiliated Homeowners Associations (HOAs), ensuring statutory compliance and financial transparency.
• Develop and maintain financial control systems to safeguard assets, mitigate risks, and ensure accurate reporting.
• Lead initiatives to optimize financial processes, enhance IT systems, and automate reporting across divisions.
• Provide strategic insights through financial data analysis to improve organizational performance and decision-making.
• Ensure compliance with GAAP and HOA-specific accounting standards, maintaining high standards of accuracy and transparency.
• Support acquisition due diligence and integration efforts to align financial strategies with organizational growth.
• Foster strong relationships with lenders, auditors, and regulatory authorities to ensure seamless financial operations.

Chief Financial Officer Key Responsibilities & Duties

• Oversee long-term budget planning and implementation aligned with strategic objectives and organizational goals.
• Supervise the preparation of monthly and annual financial statements conforming to GAAP and organizational policies.
• Manage cash and foreign currency operations, addressing tax nexus implications with third-party advisors.
• Coordinate HOA financial activities, ensuring compliance with state statutes and governing documents.
• Prepare and present financial results, budgets, and reserve funding plans to HOA boards and stakeholders.
• Lead the annual HOA audit process, ensuring clean audit outcomes and transparent reporting.
• Enhance financial systems and policies to improve efficiency, accuracy, and regulatory compliance.
• Support strategic initiatives to improve performance tracking and automate reporting processes.
• Develop high-performing financial teams, fostering accountability and a disciplined approach to fiduciary responsibilities.

Chief Financial Officer Job Requirements

• Bachelor of Arts (BA) in a relevant field; CPA or CMA certification required.
• Minimum 20 years of progressive financial leadership experience, including public accounting.
• Extensive expertise in HOA financial management within timeshare or resort environments.
• Deep understanding of GAAP, HOA-specific accounting standards, and real estate accounting practices.
• Proven ability to work effectively with boards, lenders, auditors, and regulatory authorities.
• Strong analytical skills to translate strategic vision into operational execution.
• Demonstrated success in developing financial systems and policies to enhance efficiency and compliance.
• Experience managing multi-entity corporate structures and intercompany transactions.
• Ability to lead teams, ensuring accountability and fostering a culture of integrity and transparency.