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CHIEF FINANCIAL OFFICER OPPORTUNITY AT CORDEVALLE

CordeValle seeks an accomplished, business-minded financial executive to serve as its first Chief Financial Officer. This is a newly created position and a unique opportunity to step into a high-profile role at one of Northern California's most distinguished private luxury properties, helping to shape the financial strategy, structure, and long-term enterprise value of a growing, multi-entity organization.

Reporting to the Group CEO, the CFO will serve as a strategic partner and trusted advisor, bringing the financial acumen, business judgment, and presence required to help manage the enterprise in its full complexity. The CFO will provide forward-looking financial insights, disciplined fiscal stewardship, and confident guidance to the Group CEO, the executive leadership team, and ownership across hospitality, club operations, the winery, and the HOA. The successful candidate will combine deep technical and financial expertise with strong executive presence, exceptional presentation skills, and a highly collaborative, people-focused leadership style. This individual will help ensure that CordeValle continues to operate with financial strength and operational excellence, and with a culture of accountability, innovation, and collaboration that reflects the organization's commitment to being the best in everything it does.

The Chief Financial Officer (CFO) serves as the senior financial executive for CordeValle, a privately held, single-owner family of businesses, providing strategic leadership, financial stewardship, and operational guidance across all entities. Reporting directly to the Group CEO, the CFO partners closely with executive leadership to drive sustainable profitability, disciplined growth, and long-term enterprise value.

The CFO carries group-level responsibility for Accounting, Tax, Purchasing, Compliance, and IT, and serves as a key strategic partner to the Group CEO, General Manager of the Resort and Golf Club, Group Talent and Culture, and Group Sales and Marketing leadership. The role supports enterprise growth initiatives, capital investment strategy, and comprehensive risk management across the organization.

Beyond financial oversight, the CFO is a cultural steward of the organization. This executive is expected to actively embody and champion the company's core values, setting the tone for integrity, accountability, collaboration, and excellence. Through leadership presence and decision-making, the CFO reinforces a culture of transparency, ethical governance, and shared ownership of results across all departments.

The CFO exercises independent judgment and discretion on matters of financial and organizational significance, consistent with the exempt executive classification under California law, and aligns financial strategy with the company's mission, values, and long-term vision.

THE CORDEVALLE CULTURE AND WHY THIS ROLE MATTERS

CordeValle is a high-energy, high-performing organization with a clear and unifying philosophy: be the best. The culture is collaborative, fast-moving, and entrepreneurial. Team members support one another, take ownership of outcomes, and stay on their toes. Titles carry little weight; contribution, expertise, and the willingness to roll up sleeves carry everything.

The Group CEO is a visible, hands-on leader who is highly strategic, innovation-minded, and energized by people who bring ideas, expertise, and a healthy competitive edge to the table. He values authentic professionals who challenge thinking, share strong opinions, and help raise the bar for the entire team. He believes in continued learning, in pairing different leadership perspectives so everyone is sharpened by one another, and in saying, “Why not?” to new ideas that push the business forward in the right way.

What CordeValle is looking for in a CFO is a true strategic partner. Not a yes-person. Not a back-office accountant. A confident, polished financial executive who can keep pace with an extraordinarily driven Group CEO, hold a thoughtful counterpoint when the moment calls for it, and bring discipline and structure without slowing the organization down. The right person will be flexible, resourceful, and energized by a place that is growing, always reaching for the next great step, and committed to doing it right.

SELECT KEY RESPONSIBILITIES FINANCIAL STRATEGY AND ENTERPRISE LEADERSHIP

• Develop and execute enterprise-wide financial strategy aligned with ownership. Serve as a trusted financial advisor and true strategic partner to the Group CEO, General Manager of the Resort and Golf Club, executive leadership, and ownership.
• Provide data-driven insight and clear financial analysis to guide strategic growth initiatives, innovation efforts, and revenue generation opportunities.
• Evaluate business performance and identify enterprise value creation opportunities across both entities.

ACCOUNTING AND FINANCIAL OPERATIONS

• Oversee all accounting operations across both entities, including general ledger, accounts payable, accounts receivable, payroll, and cash management.
• Ensure accurate and timely financial reporting and consolidated statements.
• Maintain strong internal control frameworks and financial governance.
• Lead enterprise budgeting, forecasting, and performance management; serve as a hands-on expert and mentor in the budgeting and forecasting process.

TAX AND COMPLIANCE

• Oversee tax reporting in coordination with external advisors.
• Ensure compliance with federal/state/local financial regulations, including all applicable California requirements.
• Support audits and regulatory reviews. Oversee insurance, risk management, and regulatory reporting obligations.

OPERATIONAL PARTNERSHIP

• Partner with executive leaders and department heads to optimize operational performance and decision-making.
• Support major capital projects, purchasing decisions, and strategic vendor relationships with financial modeling, analysis, and oversight.
• Evaluate cost structures and operational efficiency, providing financial guidance that helps leaders manage budgets responsibly while maintaining the luxury guest and member experience.
• Be visible, accessible, and responsive to managers across the organization, answering questions promptly and bringing a resourceful, solution-oriented approach to every conversation.

LEADERSHIP AND CULTURE

• Build, mentor, and lead a high-performing finance organization.
• Establish accountability and performance expectations, while modeling the collaborative, supportive team culture for which CordeValle is known.
• Champion ethical financial stewardship, transparency, and continued learning.
• Reinforce company culture and core values at all leadership levels, contributing to the organization's commitment to being the best.

TECHNOLOGY AND SYSTEMS

• Oversee IT and the financial aspects of full property operating systems, accounting platforms, and point-of-sale integrations.
• Evaluate financial technologies and process improvements that enhance efficiency, accuracy, and reporting.
• Work with leadership and vendors to ensure financial and operational systems effectively support the enterprise.

CANDIDATE QUALIFICATIONS

• 10+ years of progressive executive financial leadership with responsibility for multi-entity financial operations.
• Demonstrated success serving as a Chief Financial Officer or equivalent C-suite financial executive is required.
• Proven experience leading finance strategy for complex, multi-entity organizations.
• Strong operational finance background with proven ability to lead and develop finance teams.
• Expertise in financial governance, corporate law, and compliance.
• Significant senior finance leadership experience within a large, complex, multi-entity enterprise required. Background in luxury hospitality, private club, golf, winery, or HOA operations strongly preferred.
• Strong executive presence and exceptional presentation skills, with the ability to communicate clearly and confidently with ownership, executive peers, and operating leaders.
• Authentic, collaborative, people-focused leadership style; values being part of a high-performing team and supports those around them.
• Confident strategic partner who is willing to share informed opinions, push back thoughtfully, and help shape decisions; not a yes-person.
• Healthy competitive edge and a genuine drive to win, paired with humility and a willingness to play well with others regardless of title.
• Flexible, adaptable, and open to new ideas; not rigid or set in their own ways.
• Resourceful and committed; responsive to managers across the organization with a strong sense of urgency and follow-through.
• Hands-on expert in budgeting and forecasting, with the ability to mentor others through these processes.
• Strong knowledge of GAAP, financial governance, corporate compliance, and multi-entity financial reporting.
• High attention to detail with excellent organizational skills.
• Discretion, professionalism, and the highest standards of integrity and fiduciary responsibility.
• Demonstrated ability to thrive under pressure in a fast-paced, growth-oriented, high-performance environment.

EDUCATIONAL AND CERTIFICATION QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, or related discipline required.
• MBA, CPA, or other advanced financial credential strongly preferred.