Director of Financial Management
Naples, FL - USA
Job Summary
Nestled on 1700 acres just north of Immokalee Road this gated enclave of 1184 single family homes condominiums and coach homes brings a touch of the Mediterranean to Southwest Florida with regional-inspired architecture lush landscaping serene lakes and fabulous resort-style amenities.
- Implements and adheres to policies and procedures for the Financial Management function including compliance with all company accounting standards.
- Assist with policy and procedures updates and compliance with all statute 720 HOA requirements.
- Provides oversight and recommendations to the Clubs overall investment strategy and long-term goals based on the Clubs mission and vision.
- Reconciles and audits multiple bank and investment accounts.
- Partner with the Property Controller to ensure financial information used in reporting and analysis is accurate and timely.
- With the Property Controller General Manager and Management Team is responsible for preparing and monitoring annual budgets reserve allocations monitoring revenue and expense goals as well as business volume forecasts and financial strategic planning.
- Lead multiâyear financial planning including capital and reserve projections for a multiâamenity Club environment.
- Participate in the Long-term Strategic Planning of the property and monitor and coordinate property plans of overall future strategic objectives including analysis of projected revenue costs net income cash position cash management and capital requirement updates assessments capital projects and reserve planning.
- Updating of Reserve Study/Capital Asset Planning.
- Regular and reliable attendance.
- Performs other duties as required.
- Conduct specialized financial analyses related to operating budgets departmental performance reserve studies dues and assessment modeling and costâbenefit evaluations.
- Maintain organized financial records committee archives and project documentation.
- Prepare dashboards charts and presentations that translate complex financial data into clear memberâfriendly insights.
- Work closely with the Property Controller who prepares the monthly financial statements and interpret results validate data and develop additional analysis as needed.
- Analyze departmental profitability and member utilization trends to support operational and strategic decisionâmaking.
- Present with the Property Controller financial statements and supporting schedules that identify actual to budget variance and over/under based on the plan to the General Manager Treasurer Finance Committee and Board of Directors.
- Produce communications to members regarding financial analysis and outcomes.
- Lead and support major initiatives such as:
- Capital Asset Management and Capital Asset Requests Processes and Procedures (Capital asset replacement additions and disposal and Reserve Study management)
- Capital improvement planning (clubhouse renovations golf course upgrades amenity expansions).
- Vendor contract evaluations costâsavings initiatives and operational efficiency projects.
- Member experience enhancements with financial or operational implications.
- Technology and process improvements within finance and operations.
- Conduct research on HOA best practices private club financial trends and industry benchmarks.
- Manage project timelines stakeholder communication and deliverables from concept through completion.
- Conduct due diligence for largeâscale initiatives including contractor comparisons feasibility studies and financial impact modeling.
- Bachelors degree in accounting and six to ten years related experience.
- Experience in Hospitality Industry HOA community and/or private clubs
- Experience in Clubessential-Jonas POS/Accounting software a plus
- CPA License preferred not required.
- Competitive base salary and performance bonus
- Medical Dental and Life Insurance coverage
- 401k plan with generous match
- Employee golf privileges and merchandise discounts
- Employee meals
- Professional development allowance
- Paid time off
Required Experience:
Director
About Company
Our goal is to create extraordinary guest and member experiences through personalized service, consistency, and uncompromising attention to detail. We want to exceed your expectations every time you're our guest. Check for available tee times, find a Troon-managed course in your area, ... View more