Director of Finance

Controller/ Director of Finance

Built in 2000, Copperleaf Golf Club is a stunning community featuring shimmering lakes and abundant natural preserves that beautifully accent its 18-hole championship golf course, which winds through the neighborhood.

The club recently completed a $20 million renovation, demonstrating its commitment to excellence. This project brought modern enhancements such as a new pro shop, a state-of-the-art clubhouse, fine dining facilities, a cutting-edge kitchen, and improved meeting spaces. Copperleaf is an exceptional workplace, offering the perfect environment to contribute and grow while being part of a vibrant, innovative community.

Position Summary:

The Controller position is a management-level position that will guide and direct the Association's financial operations and is responsible for all aspects of accounting. The Controller is responsible for the Association’s financial plans and policies, its accounting processes and policies, the maintenance of systems of internal controls, preparation of monthly financial reporting packages, budget controls, and procedures, forecasting, analysis of departmental revenue and costs, control over fixed assets and annual maintenance and update of the Associations Replacement Reserve Schedule. The Controller is also responsible for all the Association’s banking relationships, including short-term investments and lending. The Controller will report directly to the General Manager and directly interface with the Finance Chair and Department heads to fulfill their responsibilities.

Tasks/Duties:

• Maintain, coordinate, and review all accounting activities to ensure all financial transactions are correctly recorded and reconciled. This includes but is not limited to accounts payable, accounts receivable, general ledger, trial balance, journal entries, bank reconciliations, payroll, accrued expenses, and fixed assets.
• Oversees member billing and collections.
• Cash Management - ensures that excess cash is invested promptly by the Association’s financial policies.
• Oversees timely preparation of monthly financial statements and reporting packages, including detailed department analysis and explanation of budget variances.
• Prepares updated forecasts as the year progresses.
• Attends Finance Committee monthly meetings and reviews areas of significance.
• Attends Board of Directors monthly meetings and presents financial results.
• Work with General Manager and Department Heads to develop and manage annual operating and capital budgets.
• Maintain and update the Replacement Reserve Schedule annually, including calculating minimum funding requirements. As a result of this review, review and update fixed asset records.
• Oversee payroll process, including review of payroll register for exceptions.
• Review and approve the check package. Review cash disbursements register for unusual payments
• Review monthly accrues expense analysis
• Coordinates with the Association’s External Auditors in arranging and coordinating annual audits.

Responsible for compliance and filings with all federal, state, and local taxing authorities.

• Assists the General Manager in negotiating, administering, and maintaining the Association’s insurance policies.
• Oversees departmental monthly inventories.
• Actively interfaces with all Department Managers, providing financial analysis and data to support their operations.
• Recommends enhancements to processes and financial policies as appropriate
• Other responsibilities include seeing that Association policies are followed or complied with, accelerating cash receipts and controlling disbursements, overseeing bank balances, maintaining lines of credit and banking relationships, recommending investment vehicles (and coordinating cash needs with investments), establishing and maintaining credit and collection procedures, and evaluating and implementing computerized accounting systems.
• Complies with and promotes all organization policies and procedures, including the Drug-Free Workplace policy
• Regular attendance is a requirement for this position

Qualifications:

• Bachelor’s Degree in Accounting
• CPA or CMA Certification preferred
• Experience in Hospitality or Homeowners Association preferred
• Minimum of 5-7 years’ experience in Club Accounting (3 as a Controller)
• Experience with Club Essential accounting and POS System
• Knowledge of “Beanworks,” “Sage,” or similar accounting software
• Proficient with “Paylocity,” or similar payroll software
• Proficient in Microsoft Excel, Word, Outlook, PowerPoint, etc.

Skills and Attributes:

• Strong interpersonal skills, including communicating effectively, listening, comprehending, and being an ethical, assertive, problem-solving team player.
• Operate typical office equipment, such as copier, fax, scan, postage meter, phone system, etc.
• Understanding of digital file storage capabilities

Physical/Environmental Demands:

• Must be able to work in a fast-paced office environment, interacting with all levels of employees, governance, and membership

Benefits available:

• Offer 401(k) plan after one year of Employment
• Health, Vision, and Dental insurance
• Disability insurance
• Life insurance
• Paid Time Off

Salary range: Open and Commensurate with experience