Chief Financial Officer

JOB SUMMARY:

The Chief Financial Officer is a key member of the Executive Leadership Team and is responsible for providing strategic financial leadership, fiscal stewardship, operational insight, and executive oversight of the Club’s financial operations. This position reports to the Chief Executive Officer and works closely with the Board of Directors, Finance Committee, executive leadership, department heads, and outside professional advisors to ensure the financial strength, transparency, compliance, and long-term sustainability of Wycliffe Golf & Country Club.

The CFO oversees all accounting, finance, budgeting, forecasting, financial reporting, audit, tax, treasury, risk management, compliance, internal control, member billing, capital planning, and financial analysis functions. The CFO also provides executive oversight of the Information Technology Department and ensures that technology systems, financial platforms, cybersecurity practices, and reporting tools support the Club’s operational and strategic needs.

As a private golf and country club operating within a homeowners association environment, Wycliffe requires a CFO who understands the financial complexity of member-owned, hospitality-driven, seasonal operations. The CFO must balance fiscal discipline with service excellence, ensuring that financial decisions support both the Club’s long-term strategic plan and the exceptional member and employee experience for which Wycliffe is known.

The CFO is a business-minded financial executive who brings strong financial acumen, operational judgment, strategic discipline, and the ability to translate financial data into practical business decisions that support the Club’s long-term success. This position requires strong technical accounting expertise, executive presence, sound judgment, analytical problem-solving skills, discretion, and the ability to communicate complex financial information clearly to a variety of stakeholders. The CFO must be a collaborative, people-centered leader who develops strong teams, builds trust across departments, and serves as a strategic business partner and trusted advisor to the CEO and leadership team.

Job Tasks/Duties:

Financial Leadership & Strategy

• Develops, recommends, and executes financial strategies that support the Club’s mission, vision, values, operational priorities, and long-term strategic plan.
• Serves as a trusted financial advisor to the CEO, Board of Directors, Finance Committee, executive leadership team, and department heads.
• Provides forward-looking financial analysis, business insight, and recommendations to support effective decision-making.
• Offers thoughtful counterpoint, respectfully challenges assumptions, and provides disciplined financial guidance to support responsible and strategic decision-making.
• Leads the development of short-term and long-term financial plans, including operating budgets, capital budgets, reserve planning, cash flow forecasting, dues modeling, and strategic financial projections.
• Evaluates financial performance and identifies opportunities to improve operational efficiency, cost management, revenue performance, internal controls, and resource allocation.
• Provides financial modeling and scenario planning for major capital projects, strategic initiatives, member programs, operational investments, and long-range planning decisions.
• Maintains awareness of economic trends, industry benchmarks, labor trends, insurance costs, vendor pricing, and other factors that may impact the Club’s financial position.
• Ensures that financial planning reflects the seasonal nature of private club operations and supports year-round operational continuity.

Accounting, Financial Reporting, & Internal Controls

• Directs all accounting operations, including general ledger, accounts payable, accounts receivable, payroll-related financial reporting, member billing, bank reconciliations, journal entries, fixed assets, depreciation schedules, and monthly close processes.
• Ensures timely, accurate, and complete preparation of monthly, quarterly, annual, and ad hoc financial statements and reports.
• Prepares and presents financial reports, dashboards, variance analyses, forecasts, and supporting schedules to the CEO, Board of Directors, Finance Committee, and other committees as needed.
• Establishes, maintains, and continuously improves accounting policies, procedures, internal controls, segregation of duties, and financial reporting processes.
• Monitors budget-to-actual performance and partners with department leaders to explain variances, identify trends, and develop corrective action plans when needed.
• Ensures the integrity, accuracy, confidentiality, and security of all financial records.
• Develops and maintains appropriate financial systems, records, workflows, and reporting tools to support efficient and accurate financial operations.
• Oversees member billing, collections, aging reports, past-due accounts, payment processing, and related member account communications in accordance with Club policies.
• Ensures that all revenue, receipts, cash handling, deposits, and charge activity are properly recorded, reconciled, safeguarded, and audited.

Budgeting, Forecasting, & Capital Planning

• Leads the annual operating and capital budget process in partnership with the CEO, department heads, Finance Committee, and Board of Directors.
• Develops budget timelines, templates, assumptions, presentations, and supporting documentation.
• Reviews departmental budget submissions for accuracy, reasonableness, alignment with strategic priorities, and consistency with Club standards.
• Provides financial guidance to department heads during budget preparation, forecasting, and ongoing financial management.
• Monitors operating and capital budgets throughout the year and provides regular variance analysis and updated projections.
• Works with the CEO and leadership team to evaluate capital needs, funding sources, project timing, reserve requirements, and long-term financial impact.
• Maintains capital project tracking, including approved budgets, actual expenditures, commitments, forecasts, and project close-out reporting.
• Supports reserve planning, debt analysis, funding strategies, and long-range financial models for major infrastructure, amenity, and facility investments.

Compliance & Governance

• Coordinates the annual external audit process and serves as the primary liaison with external auditors, tax advisors, banking partners, insurance representatives, legal counsel, and other professional advisors.
• Ensures compliance with applicable federal, state, and local tax requirements, regulatory reporting obligations, accounting standards, HOA-related financial requirements, and Club policies.
• Prepares or oversees preparation of applicable tax returns, informational filings, governmental reports, audit schedules, and regulatory documentation.
• Maintains a strong internal control environment and proactively identifies opportunities to reduce risk, prevent fraud, improve accountability, and strengthen financial governance.
• Ensures that all financial decisions and reporting practices reflect transparency, integrity, confidentiality, and sound fiduciary stewardship.
• Maintains appropriate documentation and records in accordance with legal, regulatory, audit, tax, and operational requirements.

Risk Management

• Oversees cash management, liquidity planning, banking relationships, credit facilities, investments, reserve funds, and cash flow forecasting.
• Safeguards Club funds and ensures appropriate controls over bank accounts, deposits, disbursements, wire transfers, electronic payments, credit card activity, and check processing.
• Monitors investment activity, cash balances, reserve accounts, and financial risk exposure.
• Partners with the CEO, Board, Finance Committee, and external advisors regarding investment strategy, reserve funding, banking services, and debt management.
• Oversees insurance records, financial aspects of insurance renewals, property and casualty coverage, workers’ compensation financial data, claims reporting support, and risk-related documentation.
• Supports contract review, vendor financial analysis, purchasing controls, and financial due diligence related to major vendor relationships.

Leadership & Team Development

• Leads, supervises, develops, and evaluates the Accounting Department and provides executive oversight of the IT Department.
• Builds a high-performing, service-oriented team that demonstrates accuracy, professionalism, responsiveness, discretion, and accountability.
• Oversees departmental staffing, scheduling, work allocation, training, performance management, and succession planning.
• Partners with Human Resources regarding recruitment, onboarding, performance reviews, coaching, corrective action, compensation, and professional development for direct reports.
• Establishes clear expectations, standard operating procedures, deadlines, and service standards for the Accounting Department.
• Encourages ongoing professional development, cross-training, process improvement, and leadership growth within the department.
• Demonstrates a high-agency, ownership-oriented leadership style by taking initiative, following through, solving problems proactively, and modeling accountability for the team.

Operational Partnership

• Serves as a strategic business partner to department heads by providing financial guidance, analysis, and education to strengthen business acumen, budget accountability, and operational decision-making.
• Monitors key financial and operational metrics, including revenue, expenses, labor, cost controls, margins, purchasing, inventory, and utilization trends, and recommends opportunities for improvement.
• Supports cross-departmental planning, vendor and capital decisions, and financial processes that are responsive, accurate, service-oriented, and aligned with Club priorities.
• Provides financial discipline, structure, and accountability while promoting a culture of transparency, collaboration, continuous improvement, and operational excellence.

Member Services

• Represents the Club with professionalism, discretion, and integrity in all interactions with members, employees, vendors, auditors, advisors, committee members, and Board members.
• Communicates financial information clearly, accurately, and appropriately to audiences with varying levels of financial knowledge.
• Responds to member financial inquiries, billing concerns, and account matters with professionalism, empathy, confidentiality, and sound judgment.
• Supports a culture where financial stewardship and member experience are both valued.
• Demonstrates executive presence, emotional intelligence, diplomacy, and composure in complex or sensitive situations.
• Maintains strict confidentiality regarding Club finances, member information, employee information, governance matters, and strategic discussions.

Additional Responsibilities

• Attends Board, Finance Committee, leadership, budget, audit, capital planning, and other meetings as required.
• Prepares financial materials for annual meetings, budget presentations, committee meetings, and strategic planning sessions.
• Maintains relationships with external auditors, banks, investment advisors, insurance brokers, tax advisors, legal counsel, technology vendors, and other professional partners.
• Reviews and recommends improvements to financial systems, accounting software, reporting tools, workflows, and administrative processes.
• Ensures compliance with Club policies and supports the development or revision of policies related to finance, purchasing, billing, accounting, technology, and internal controls.
• Performs other duties and special projects as assigned by the CEO.

Supervisory Responsibilities

• This position provides direct leadership to the Accounting Department, including the Controller, Assistant Controller, Staff Accountant, Accounts Receivable Specialist, Executive Assistant to the CFO, and part-time/per diem Staff Accountant.
• This position also provides direct leadership and executive oversight of the Information Technology Department.

Education and Experience

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.
• CPA designation preferred.
• Minimum of ten years of progressive financial management experience required, with at least five years in a senior financial leadership role.
• Private club, country club, golf club, hospitality, resort, HOA, community association, or member-owned organization experience required.
• Experience working with a Board of Directors, Finance Committee, Audit Committee, or other volunteer governance structure preferred.
• Experience overseeing accounting, finance, budgeting, audit, capital planning, treasury, insurance, compliance, and IT functions preferred.
• Experience with NorthStar preferred.
• Strong knowledge of GAAP, internal controls, audit preparation, tax compliance, budgeting, forecasting, financial modeling, cash management, and financial reporting required.
• Experience managing seasonal operations, multi-department budgets, capital projects, and complex member billing environments preferred.

Job Knowledge, Core Competencies and Expectations

• Strong financial acumen with the ability to analyze complex financial data and translate it into clear, actionable insights.
• High level of integrity, judgment, discretion, and confidentiality.
• Strong executive presence and ability to communicate effectively with Board members, committee members, senior leaders, department heads, employees, members, vendors, and outside advisors.
• Ability to serve as a thoughtful, trusted advisor who can respectfully challenge assumptions, offer sound counterpoint, and provide financial discipline without creating unnecessary barriers to operational progress.
• Demonstrated ability to lead, coach, develop, and hold teams accountable.
• Strong analytical problem-solving skills and ability to identify trends, risks, opportunities, and operational improvements.
• Excellent organizational, planning, and project management skills.
• Strong understanding of private club operations, HOA financial structures, member billing, capital planning, reserves, and hospitality service expectations.
• Ability to balance strategic thinking with attention to detail and day-to-day operational execution.
• Ability to manage multiple priorities, deadlines, reports, meetings, and projects with accuracy and professionalism.
• Strong technology aptitude and ability to oversee financial systems, reporting platforms, cybersecurity priorities, and IT-related operational needs.
• Advanced proficiency in Microsoft Office, Excel and financial modeling required.
• Ability to build trust and collaborate effectively across departments.
• Ability to maintain calm, professional, and solution-oriented leadership under pressure.
• High-agency, ownership-oriented mindset with the initiative, resourcefulness, urgency, and follow-through needed to operate effectively in a dynamic private club environment.

Physical Demands

• Work is performed in a professional office environment.
• Must be able to reach, bend, stoop, stand and lift up to 25 pounds.
• Must be able to sit for prolonged periods of time.
• Moderate noise level in the work environment.
• Normal hearing and vision ranges required.
• Repetitive motion required including computer entry.

The job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required in this position. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. Team Members are required to adhere to other job-related duties as requested by their supervisor/manager (within guidelines and compliance with federal and state laws. All job requirements are subject to revision to reflect changes in the position requirements or to reasonably accommodate individuals with disabilities upon request. Continued employment remains on an “at-will” basis.

Wycliffe Golf & Country Club is an Equal Opportunity and E-Verify Employer and provides reasonable accommodation consistent with its legal obligations.