Position Summary
The Chief Financial Officer (CFO) serves as the senior financial executive of CoralTree Hospitality and the principal fiduciary steward of the company. Reporting directly to the President of CoralTree Hospitality, the CFO is a member of the Roundtable Team, representing the senior-most leadership of the company. In this capacity, the CFO is accountable for the full breadth of the companys financial health, integrity, and strategic direction safeguarding the interests of the company, its ownership, its property partners, and its team members.
The CFO leads the enterprises fiduciary functions, including treasury, financial reporting, strategic planning, payroll oversight, internal and external audit functions, procurement and supply management oversight, forecasting, budgeting, and cash management. As a strategic partner to the President and the Roundtable Team, the CFO translates financial insight into actionable strategy, enabling disciplined growth and sustained operational excellence across the portfolio.
Beyond financial stewardship, the CFO is expected to be a Cultural Ambassador and a High Performer two designations that carry deep meaning within CoralTree. The CFO will lead with authenticity, positivity, and a commitment to lifting others up, embodying the companys core values and helping create a meaningful, connected, people-first workplace. At the same time, the CFO will set the bar for disciplined financial performance, operating rigor, and measurable results, ensuring that every decision reflects CoralTrees commitment to genuine growth.
Responsibilities
Cultural Ambassador
At CoralTree, a Cultural Ambassador is someone who truly embodies our values and helps create meaningful, connected, people-first workplaces. As a Cultural Ambassador, the CFO will:
- Lead with authenticity and positivity modeling the behaviors and values that define CoralTrees culture integrity, empowerment, relationships, performance, innovation, and balanced life.
- Foster connection and inspire teamwork across the finance organization and the broader company, bringing the core values to life in every interaction.
- Serve from the heart bringing humanity to financial leadership and ensuring that the finance function is a trusted, approachable partner to property leaders, team members, and ownership.
- Champion a culture of trust and transparency recognizing that genuine connection is at the heart of what people value most.
- Support and develop people creating an environment where team members feel valued, supported, and empowered to grow recognizing that our collective success is rooted in mutual respect and shared opportunity.
High Performer
At CoralTree, a High Performer is someone who sets the bar for excellence and results. As a High Performer, the CFO will:
- Deliver disciplined financial performance ensuring accurate, timely, and insightful reporting that drives informed decision-making at every level of the organization.
- Achieve operating rigor through disciplined investment, robust controls, and continuous improvement in financial processes and systems.
- Drive measurable results creating value in every experience for the company, for property owners, and for team members.
- Set the standard for excellence in financial leadership, establishing best practices in hospitality accounting, treasury management, and strategic planning that elevate the entire organization.
- Embrace innovation and continuous improvement finding new and better ways to optimize financial performance, streamline operations, and support the companys growth trajectory.
Key Responsibilities
Enterprise Financial Leadership and Strategy
- Serve as the principal financial advisor to the President and the Roundtable Team, providing strategic counsel on all financial, operational, and growth-related matters.
- Develop and execute the companys financial strategy in alignment with CoralTrees mission to optimize the value of every property to its team members, guests, and owner.
- Partner with the President and senior leadership to evaluate new business opportunities, strategic investments, and portfolio expansion initiatives.
- Provide financial leadership and visibility across the organization, ensuring that financial strategy supports and enhances the companys culture, brand, and guest experience.
- Partner with our parent company, Lowe Enterprises, finance senior leaders to ensure alignment, consistency and transparency of the CoralTree financial performance.
- Embrace, support and drive AI technology to enhance productivity and the accuracy of finance processes.
Fiduciary Stewardship, Treasury, and Cash Management
- Serve as the primary fiduciary officer of the company, safeguarding the financial integrity and assets of the organization.
- Oversee treasury operations, including cash management, banking relationships, debt covenants, capital structure, and liquidity planning.
- Manage cash flow forecasting and working capital optimization across the portfolio, ensuring sufficient liquidity to support operations, capital expenditures, and growth initiatives.
- Oversee relationships with financial institutions, lenders, and ownership partners, ensuring compliance with all financing agreements and covenants.
Accounting, Reporting, and Compliance
- Oversee all financial accounting and reporting functions for the company, ensuring accuracy, timeliness, and compliance with generally accepted accounting principles (GAAP).
- Direct the preparation of internal and external financial statements, management reports, and ownership reporting packages.
- Ensure compliance with all applicable regulatory requirements, tax obligations, and hospitality industry accounting standards.
- Establish and maintain a robust internal control environment, including policies, procedures, and systems that protect company assets and ensure financial integrity.
Budgeting, Forecasting, and Strategic Planning
- Lead the annual budgeting process and ongoing reforecasting in collaboration with property leaders, regional teams, and the Roundtable Team.
- Develop and maintain multi-year financial forecasts and strategic financial plans that support the companys growth objectives and ownership expectations.
- Provide financial analysis and decision support for capital expenditure planning, renovation projects, and asset-level investment decisions.
- Monitor financial performance against budget and forecast, identifying variances, trends, and opportunities for improvement, and communicating insights to the President, Roundtable Team, and ownership.
Audit, Risk, and Regulatory Oversight
- Oversee all internal and external audit functions, ensuring thorough, independent, and timely completion of audit activities.
- Serve as the primary liaison with external auditors, ensuring a collaborative and transparent audit process.
- Identify, assess, and mitigate financial and operational risks across the organization, developing and implementing risk management strategies and controls.
- Ensure compliance with all federal, state, and local regulatory requirements applicable to hospitality management operations.
Procurement and Supply Management Oversight
- Provide executive oversight of the companys procurement and supply management functions, ensuring cost-effective, high-quality sourcing across the portfolio.
- Develop and enforce procurement policies, vendor management standards, and contracting practices that align with the companys values and financial objectives.
- Leverage the companys scale and purchasing power to negotiate favorable terms, drive cost savings, and support property-level operational excellence.
- Evaluate and implement procurement systems and technologies that improve efficiency, transparency, and accountability.
Payroll Oversight
- Provide executive oversight of payroll operations across the company, ensuring accuracy, timeliness, compliance, and confidentiality.
- Oversee the Head Payroll Master and payroll function, ensuring alignment with company policies, regulatory requirements, and team member expectations.
- Evaluate payroll systems and processes for efficiency, accuracy, and scalability in support of the companys growth.
Contract Review, Management Agreement Support, and Pro Forma Modeling
- Lead financial review and negotiation of contracts, including management agreements, operating leases, vendor contracts, and service agreements.
- Develop and evaluate pro forma financial models for new management opportunities, acquisitions, development projects, and capital investments, providing rigorous financial analysis to support strategic decision-making.
- Support the President and ownership in evaluating the financial viability and strategic fit of prospective properties and partnerships.
- Ensure that all contractual obligations are properly reflected in financial plans, reporting, and compliance activities.
People Leadership and Cross-Functional Collaboration
- Build, develop, and lead a high-performing finance organization that is capable of scaling with the companys growth.
- Serve as an excellent communicator and collaborator, effectively translating complex financial information into clear, actionable insights for the President, Roundtable Team, property leaders, and ownership partners.
- Foster a culture of collaboration and partnership between the finance function and operational leaders, ensuring that financial strategy supports and enhances property-level performance.
- Mentor, coach, and develop finance team members, supporting their professional growth and creating a pipeline of future leaders within the organization.
Organizational Structure and Direct Reports
The CFO leads a multi-layered finance organization and serves as a member of the Roundtable Team, the senior-most leadership group of CoralTree Hospitality. The role reports directly to the President of CoralTree Hospitality.
Direct Reports
Direct Report
Scope of Responsibility
Vice President of Finance Regional Portfolio (4)
Four VPs of Finance, each responsible for the financial leadership of a regional portfolio of properties, including property-level financial performance, owner reporting, budgeting, and operational finance support.
Head Payroll Master
Leadership of the companys payroll operations, including payroll processing, compliance
