Chief Financial Officer

Overview About CoralTree Hospitality CoralTree Hospitality is a Colorado-based hospitality management company and a wholly-owned subsidiary of Lowe, a national real estate investment, management, and development firm. Founded in 2018, CoralTree provides inspired hotel development and management for world-class independent lifestyle hotels and resorts across the United States. The company offers the personalized attention of a boutique organization alongside the purchasing power and scale of a $2 billion enterprise. At CoralTree, culture is not just something we talk about - it is something we live every day. Rooted in a deep commitment to people, place, and purpose, our culture reflects our belief that hospitality is about creating meaningful connections and enriching lives, both for our guests and for each other. We serve from the heart - always and in all ways - whether serving our team members, our guests, or our owners. We create value in every experience, empowering teams, innovating meaningful programming, and driving creativity you can measure. Our purpose is to Create Travel Experiences That Inspire . Our mission is to optimize the value of every property to its team members, guests, and owner . Our vision is simple: Travel is Good for Your Soul . And our brand promise - Genuine. Growth. - captures the essence of who we are: warm, authentic, and from the heart, while driving increased asset performance for owners, professional development for team members, and meaningful experiences for guests. Our Core Values Value What It Means Integrity We do the right thing. Empowerment We encourage thoughtful risk taking. Relationships We believe trust is earned and we work hard to keep it. Performance We deliver greatness. Innovation We embrace new ideas and continuous improvement. Balanced Life We are passionate about living our whole life. 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 company's 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 enterprise's 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 company's 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 CoralTree's 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 CoralTree's 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 company's 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 company's financial strategy in alignment with CoralTree's 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 company's 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 company's 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 company's 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 company's values and financial objectives. - Leverage the company's 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 requireme