JOB SUMMARY

The Chief Financial Officer (CFO) serves as a key strategic partner to the President & CEO and Executive Leadership Team, providing enterprise-wide financial leadership, governance, and risk oversight. The CFO is accountable for the integrity of consolidated financial statements, enterprise cash flow governance, forecasting, and reporting. This role designs and leads the financial infrastructure required to scale a growing organization while ensuring disciplined governance, profitability, and risk mitigation across the corporate entity and hotel portfolio.

As architect of the company's financial strategy, the CFO oversees Corporate accounting, insurance and captive programs, payroll governance, medical cost strategy, and liquidity planning. This leader builds and develops a high-performing finance organization capable of supporting long-term growth, portfolio expansion, and operational excellence.

ESSENTIAL JOB FUNCTIONS

• Owns the organization's consolidated financial statements, ensuring accuracy, transparency, and compliance.
• Prepares and presents comprehensive financial reporting, forecasts, and strategic insights to the Board of Directors.
• Prepares and presents financial performance, forecasts, and cash flow projections to executive leadership and owners.
• Establishes and governs enterprise-wide financial controls, reporting standards, and accountability frameworks.
• Leads long-range financial planning aligned with growth, acquisitions, and portfolio strategy.
• Establishes and owns enterprise cash flow governance for both corporate and portfolio operations.
• Oversees liquidity management, capital allocation, and financial risk mitigation strategies.
• Ensures disciplined financial review processes to safeguard company assets and optimize profitability.
• Owns and leads the company's captive insurance program, including insurance meetings, trend analysis, and strategic risk mitigation initiatives.
• Oversees property insurance broker relationships and premium allocation methodology across the portfolio.
• Leads workers' compensation claim governance in partnership with Operations and Human Resources; evaluates trends and implements cross-functional risk-reduction strategies.
• Drives enterprise risk assessment initiatives designed to reduce exposure and improve financial performance.
• Owns strategic assessment of company medical costs and benefit funding strategies to ensure long-term sustainability.
• Establishes and governs payroll review and processing controls in collaboration with Human Resources and cross-functional partners.
• Ensures compliance, internal controls, and financial integrity across payroll and benefits administration.
• Leads and develops the Vice President of Finance and broader finance organization, providing executive oversight to the Corporate Controller.
• Builds scalable finance infrastructure and leadership capability to support company growth and succession planning.
• Ensures compliance with regulatory requirements and industry standards across the organization.
• Oversees internal and external audits to minimize financial and operational risk.
• Implements governance frameworks that strengthen transparency and accountability at the enterprise level.
• Acts as a trusted advisor to ownership, executive leadership, and key stakeholders.
• Provides financial leadership supporting acquisitions, development projects, and portfolio expansion.
• Delivers data-driven financial insights to guide enterprise strategy and performance optimization.
• Maintains open and effective communication with team members and management.
• Attends and participates in team meetings.
• Adheres to established safety and emergency procedures and protocols, this includes Company, federal, and state specific regulations and guidelines.
• Completes all required Company training/compliance courses as assigned.
• Adheres to Company standards and maintains compliance with all policies and procedures.
• Performs other related duties and responsibilities as assigned.

EDUCATION

• Bachelor's degree in finance, accounting, or business administration from an accredited university or equivalent in related field.

EXPERIENCE

• A minimum fifteen (15) years of progressive financial leadership experience.
• A minimum ten (10) years in a senior financial leadership role (CFO, SVP Finance, or equivalent) within the hospitality industry overseeing a multi-property portfolio.

SUPERVISORY RESPONSIBILITIES

Oversees and coordinates the department's activities, with a focus on supervisory and organizational goals. While a portion of the time may involve performing tasks similar to those of direct reports, the primary responsibilities are related to management and coordination. Analyzes and resolves issues, establishes work methods, ensures regulatory compliance, and maintains productivity. Uses judgment within established procedures and policies to make appropriate decisions and take necessary actions.

Specific supervisory duties include, but are not limited to the following:

• Determines and creates policies, procedures, and manuals for direct reports.
• Establishes objectives and goals for the team.
• Assigns, monitors, and reviews work; evaluates direct report's performance.
• Recruits and interviews.
• Issues corrective action and makes recommendations for termination.
• Investigates and resolves concerns and complaints.
• Approves time off requests.
• Proactively assesses risk to establish systems and procedures to protect organizational assets.
• Ensures compliance with safety regulations.
• Develops and oversees the department's budget.

LICENSES & CERTIFICATIONS

• CPA or CHAE Certification required.

SKILLS & ABILITIES

This position requires the capability to understand and follow both oral and written directions, as well as, knowledge and usage of correct business English and office practices. Must be able to communicate effectively with others, analyze and resolve problems, maintain effective working relationships, and interact successfully with internal and external customers.

• Demonstrated experience establishing and leading financial governance within a successful growth-oriented organization.
• Proven experience supporting hotel acquisitions, dispositions, and complex hospitality transactions.
• Strategic financial leadership with demonstrated expertise in capital structure, liquidity management, and long-term financial planning.
• Deep knowledge of enterprise cash flow governance, financial controls, and risk management frameworks.
• Proven ability to design and scale finance organizations to support growth, acquisitions, and portfolio expansion.
• Experience presenting financial performance, forecasts, and strategic recommendations to boards, ownership groups, and executive leadership.
• Expertise in enterprise risk management, including insurance strategy, captive oversight, and workers' compensation trend governance.
• Strong background in acquisition modeling, financial due diligence, and post-transaction integration planning.
• Ability to align financial strategy with operational performance and owner expectations across a multi-property portfolio.
• Advanced financial acumen, including budgeting, forecasting, pro forma development, capital allocation, and profitability optimization.
• Experience establishing financial governance for payroll, compliance, and audit readiness across complex organizations.
• Demonstrated ability to translate complex financial data into actionable insights that drive strategic decision-making.
• Strong executive presence with the ability to influence and partner effectively with senior leaders and external stakeholders.
• Proven success in building, developing, and mentoring high-performing finance teams and succession pipelines.
• High integrity, sound judgment, and discretion in managing confidential and strategic financial matters.
• Ability to operate effectively in dynamic, growth-oriented environments while maintaining financial rigor and control.
• Proficient in M3 and ProfitSword.
• Computer proficiency in Google Workspace.
• Computer proficiency in Microsoft Word, Excel, and PowerPoint.
• Emotional intelligence and interpersonal skills, with the ability to build strong working relationships with team members at all levels.
• Skilled in building and motivating a team, fostering a collaborative environment and inspiring high performance.
• Business acumen, including but not limited to financial management, budgeting, cost control, and revenue optimization.
• Visionary mindset, capable of developing and executing a comprehensive business strategy that aligns with brand identity and exceeds guest expectations.
• Knowledge of key industry trends, best practices, regulations, and the current industry landscape.
• Ability to adjust effectively to evolving work environments and shifting customer (internal/external) requirements.
• Able to maintain a positive and professional working environment.
• Fosters a culture of excellence.
• Able to work effectively in a culturally diverse environment and support diversity and inclusion within the organization.

TRAVEL REQUIREMENTS

• 20% travel required.

PHYSICAL DEMANDS

• Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
• Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
• Hands to Fingers: Picking, pinching, typing, or otherwise working, primarily with fingers rather than with the whole hand as in handling.
• Repetitive Motion: Substantial movements (motions) of the wrists, hands, and/or fingers.
• Close Vision: Clear vision at 20 inches or less. Required to perform an activity such as preparing and analyzing data, transcribing, viewing a computer terminal, extensive reading or visual inspections.
• Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a minor amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

WORK ENVIRONMENT

• None: No exposure to adverse environmental conditions (typical office/administrative setting).

DISCLAIMER

This job description provides a general overview of the work performed, including the typical responsibilities and level of duties associated with this position. It should not be construed as an exhaustive list of tasks or obligations for any individual team member. This description does not alter the employment relationship between the Company and its team members.

The Essential Job Functions, Physical Requirements, and Work Environment characteristics outlined are intended to reflect the requirements needed to perform the essential functions of this role effectively. Management retains the authority to modify, adjust, or revoke job duties and responsibilities as needed, and to make reasonable accommodations to enable qualified team members to fulfill the essential functions of their roles.

The Company is an Equal Employment Opportunity (EEO) employer and is committed to providing a work environment free from discrimination and harassment. All employment decisions are made based on merit, qualifications, and business needs without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, or any other protected status/characteristic in accordance with applicable federal, state, and local laws.