jobs description

Location: The Plantation at Ponte Vedra Beach

Job Summary:

The Plantation at Ponte Vedra Beach is seeking a Chief Financial Officer to join our team. This position will be responsible for developing and administering policies and procedures relating to financial matters such as preparing financial statements, forecasts, budgets and audit work papers. The incumbent will also evaluate and interpret operating results in terms of costs, budgets, policies of operation and increased profit opportunities. Provides analysis for all financial matters. This role reports to the General Manager/Chief Operating Officer.

Essential Job Functions:

1. Financial Strategy : Collaborate with executive team to develop a financial strategy.
2. Budget : Lead the annual budgeting process and long-term financial planning, taking into account the unique dynamics for each department.
3. Financial Planning and Analysis : Oversee budgeting and forecasting efforts to optimize resource allocation. Analyze financial data and trends to offer insights for decision-making. Offer financial analysis, performance metrics, and key performance indicators (KPIs) to facilitate informed strategic decisions.
4. Financial Policy Development : Implement and uphold financial policies, procedures, and internal controls to safeguard company assets.
5. Capital Expenditure Management : Assess capital investments and projects to bolster strategic initiatives and oversee capital expenditure budgets.
6. Tax Compliance : Serve as primary contact for tax planning, strategy and preparation. Ensure accurate and timely tax filings, prepare, and submit federal, state, and local tax returns based upon regulatory requirements. Keep track of new and revised regulatory requirements to ensure continuous compliance.
7. Risk Management : Identify and oversee financial risk management, encompassing market, operational, and compliance risks, and implement strategies for risk mitigation. Conduct annual risk insurance reviews to ensure proper coverage is maintained. Assist with policy review and the purchase of new policies and make certain business is in compliance with state and local requirements.
8. Financial Reporting and Compliance : Ensure precise and timely financial reporting, covering monthly, quarterly, and annual financial statements while overseeing compliance with all pertinent accounting standards and regulations. Present financial results at leadership meetings.
9. Treasury and Cash Flow Management : Enhance working capital by effectively managing cash flow, closely monitoring daily cash balances, cash flow projections, and liquidity requirements. Analyze and address discrepancies in cash flow to ensure appropriate funding. Serve as Treasurer for the LRCA.
10. IT Infrastructure and Systems Integration : Collaborate with IT and Operations departments to guarantee the security and functionality of financial systems and software integration. Explore possibilities for automation and process enhancement. Oversee purchase order system.
11. Team Leadership : Lead in developing the finance and accounting team (technically and interpersonally), offering guidance and mentorship to cultivate a culture of collaboration, accountability and continuous improvement.

Additional Duties: Membership

1. Manages and monitors membership retention.
2. Maintain member information in the accounting system to ensure proper administration of their membership.
3. Ensures that applications are completely and properly filled out, and fees are collected pursuant to the community guidelines.
4. Effectively responds to member comments in accordance with Association standards, policies, and rules; seeks feedback and suggestions to continuously improve the service provided to our membership.
5. Develop and adhere to a departmental budget; after approval, monitors and takes corrective action as necessary to help assure that budgets are attained.
6. Oversee preparation of periodic membership reports.

Qualifications:

1. Bachelor's degree in finance, accounting or a related field (CPA or MBA preferred).
2. Proven track record in a senior financial leadership role.
3. Strong Understanding of financial management, budgeting, and financial analysis.
4. Excellent knowledge of financial regulations, reporting, and compliance.
5. Strong analytical and decision-making skills.
6. Team player.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to stand for long periods of time. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is frequently required to stand; walk; sit; stoop; bend; shake, stir, and pour; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. While performing the duties of this position, the employee could be exposed to sharp objects, slippery floors, smoke, steam, high temperatures, humidity, and extreme cold. The employee regularly comes into contact with others and the noise level in the work environment is usually low to moderate in nature in an office environment with frequent travel to a variety of locations on our campus.

Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

The Plantation at Ponte Vedra Beach supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. The Plantation at Ponte Vedra Beach is a Drug Free Workplace.

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Ponte Vedra Beach FL United States

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