Chief Financial Officer at Sea Oaks Property Owners Association – Vero Beach, Florida

Chief Financial Officer — Job Description

Sea Oaks Beach & Tennis Club | Vero Beach, Florida

Sea Oaks Beach & Tennis Club in Vero Beach, Florida. A gated residential community with 613 doors, state of the art racquets facility, community center and a beach club is seeking an experienced Chief Financial Officer. This position represents a replacement of a recent retirement of a long tenured Director of Finance after years of dedicated service. This is a key leadership role for a strategic, detail-oriented finance professional who understands the unique operating environment of a private club and HOA.

The CFO will be responsible for all financial operations of the Club, providing strategic guidance to the General Manager and Board, and ensuring fiscal integrity, transparency, and long-term sustainability. This position will direct and oversee the financial activities of Sea Oaks, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth.

Key Responsibilities

Leadership, Culture & Presence

• Serve as a culture-driven executive leader who models the Mission, Vision, and Core Values of Sea Oaks.
• Inspire, mentor, and develop a high-performing team built on accountability, engagement, and collaboration.
• Lead with integrity, empathy, professionalism, and a people-first mindset.
• Foster a respectful, growth-oriented, and team-focused workplace environment.

Operational Leadership & Service Excellence

• Provide executive oversight of the Accounting department, budget preparation and audit functions.
• Provide executive oversight of all operations relating to Information Technology (IT).
• Honor Club traditions while continuously elevating standards through coaching and attention to detail.
• Uphold and enhance SOPs, service manuals, safety guidelines, and operating checklists.
• Oversee purchasing, inventory controls, vendor relationships, and equipment needs.
• Participate in leadership meetings and provide timely departmental reporting and communication.
• Work with Club Leadership to establish KPIs, including Member and Team satisfaction metrics.
• Direct the preparation of all financial statements, including income statements, balance sheets, tax returns, and governmental agency reports.
• Compare sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
• Reviews planning process and suggests improvements to current methods.
• Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
• Partners with the General Manager/COO, and other department heads to coordinate planning and establishing priorities for the planning process.
• Studies long-range economic trends and projects their impact on future growth in revenue.
• Oversees investment of funds and works with the Board to raise additional capital required for expansion.
• Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
• Maintain contact with insurance carriers and other agencies to ensure protection and compliance with codes and regulations.

Member Experience & Relationship Building

• Embody genuine hospitality and ensure every Member, Guest, and Prospect feels welcomed and valued.
• The CFO will take a lead role in the Finance Committee and will work collaboratively with the Committee Chair and Co-Chair to support strategic initiatives and ongoing operations.
• Address Member concerns with professionalism and empathy.
• Monitor feedback and industry trends to identify opportunities for continuous improvement.

Team Development, Training & Talent Management

• Lead recruitment, onboarding, training, and succession planning for the accounting team.
• Oversee scheduling, labor alignment, and staffing efficiency based on business levels and budgets.
• Maintain accurate personnel documentation while supporting a positive and growth-oriented culture.
• Partner with Human Resources to administer performance reviews, promotions, and corrective actions with fairness and consistency.

Candidate Qualifications

• Proven senior-level leadership experience in multi-outlet private clubs, resorts, or high-volume hospitality operations.
• Strong track record of motivating, developing, and leading diverse teams.
• Demonstrated financial acumen in budgeting, forecasting, and cost-control performance.
• Exceptional communication, interpersonal presence, and emotional intelligence.
• Highly organized, disciplined, and operationally focused.
• Proficiency in Microsoft Office (Excel required); NorthStar or TEI experience preferred.
• Prior success in a la carte and event-driven dining environments preferred.

Education & Certifications

• Bachelor’s degree in Accounting required.
• Certified Public Accountant (CPA) license required.
• CHAE certification preferred.

Compensation & Benefits

• Competitive salary with bonus potential based upon qualifications and experience.
• Comprehensive medical, dental, and vision benefits
• Retirement plan / 401(k) with company match
• Paid Time Off and Paid Holidays
• Monthly Cell Phone Reimbursement
• HFTP membership, Budgeted stipend for summer conferences or other professional development support, Leadership training and upward mobility opportunities