AGM - Finance Director

Job Description

Job Title: Assistant General Manager – Finance & Operations

Reports To: General Manager (CAM); Dotted-Line Reporting to the Treasurer of the Board

Community: Eleven Eleven Central (“EEC”) is a luxury, resort-style condominium community in downtown Naples, Florida. Since first occupancy in 2020, EEC has been attracting residents with amazing amenities and an architectural plan that is hard to beat. The access-controlled community is comprised of three residential buildings with 206 units and two outbuildings with three commercial units, all conveniently located in the Naples Design District and walkable/bikeable to all the fun and charm of Olde Naples. The community’s extensive amenities include a resort/lap pool with beach entry, cabana bar, bocce ball courts, fire pits, fitness center, game room, dog park, putting green, social room with catering kitchen, theater, shuttle van, on-site management, and more. Under-building gated garage parking and climate-controlled storage is included for all residents.

Overview: The Assistant General Manager – Finance & Operations (AGM–F&O) reports directly to the General Manager (CAM) and has a dotted-line reporting relationship to the Treasurer of the Board for matters related to financial oversight and reporting.

The AGM-F&O is a senior leadership position at Eleven Eleven Central, with a broad scope of responsibilities designed to provide professional growth and leadership development. Acting as the community’s chief financial officer, the AGM–F&O brings a finance-first mindset, emphasizing excellence in financial processes, reporting, and compliance. This role also serves as the Association’s principal contact with external financial partners, including banks, accounting firms, and auditors.

Beyond financial leadership, the AGM–F&O plays a critical role in operational oversight, collaborating closely with the General Manager and the Facilities AGM. Together, this leadership team ensures that financial and operational decisions are aligned, cost-effective, and supportive of EEC’s long-term sustainability. The AGM-F&O is also expected to interact with unit owners in a customer-friendly, professional manner, helping residents understand financial information and reinforcing the community’s hospitality culture.

As part of the senior management team, the AGM–F&O, GM, and Facilities AGM are expected to function as one voice, following communication protocols established by the GM and consistently presenting clear, coordinated messaging to the Board and community.

PROFESSIONAL AND PERSONAL QUALIFICATIONS:

• Education: Bachelor’s degree in Accounting, Finance, or Business Concentration (required).
• Experience: Minimum of 5 years of progressive experience in accounting, financial systems, and/or operations; prior HOA/condominium experience preferred but not required.
• Technical Skills: Strong knowledge of accounting and financial reporting; ability to interpret and explain financial information in clear, accessible terms.
• Leadership: Demonstrated ability to lead, foster teamwork, and collaborate effectively with staff, Board members, and residents.
• Communication: Excellent written and verbal communication skills, with a professional yet approachable style.
• Resident Engagement: Personable with an “open door” approach to interacting with the community while maintaining discretion and professionalism.
• Professional Growth: Commitment to continuous learning and expanding skill sets, including successful completion of the CAM course and license within the first year.
• Integrity: Strong personal commitment to ethical conduct, transparency, and accountability in all aspects of service.

RESPONSIBILITIES AND DUTIES include the following:

Finance & Compliance

• Review and ensure the accuracy of all financial reports prepared by the Association’s external accounting service; provide clear analysis and interpretation for the GM, Treasurer, Board, and residents.
• Serve as the Association’s principal liaison with banks, external auditors, accounting firms, and other financial partners.
• Monitor the collection of quarterly and special assessments; take appropriate action on delinquencies in accordance with Association policy and Florida law.
• Review invoices outside budgeted items and notify the GM, Treasurer, and Board as appropriate.
• Partner with the GM in preparing and monitoring the annual operating and reserve budgets; track performance against budget and recommend adjustments as needed.
• Provide financial analysis and recommendations for contracts, facilities projects, and capital expenditures in collaboration with the Facilities AGM.
• Oversee recurring financial responsibilities, including:
• Banking and cash management
• Reserve and investment oversight
• Chairing the Finance Committee
• Supporting the Insurance Committee
• Coordinating external audits and ensuring tax compliance
• Ensure accurate, one-touch coding of all expenses.
• Maintain a working knowledge of the Association’s governing documents.
• Maintain a working knowledge of Florida Statute 718 and other laws governing condominium associations.
• Successfully enroll in and complete the Community Association Manager (CAM) course, obtaining a CAM license within the first year of employment.

Operations & Vendor Oversight

• Collaborate with the Facilities AGM on the financial aspects of maintenance contracts, vendor agreements, and capital projects, including the bidding process.
• Review vendor proposals to ensure alignment with financial objectives, service standards, and community needs.
• Monitor vendor and contractor performance to ensure full contract compliance and delivery of quality services.

Digital Systems & Innovation

• Become the resident expert on all digital software systems that support operations, including but not limited to: Background Check software, BuildingLink, Condo-Certs estoppel service, EV charger platforms, Flock Safety, GetQuorum, Guest Reservation software, LuxerOne, Predictive Index, QuickBooks, Strongroom, Zego Payments, Association websites, and other tools as adopted.
• Act as the primary point of contact for troubleshooting, vendor coordination, and staff training on these systems.
• Continuously evaluate and recommend ways to improve operations using digital tools and systems.
• Championing the use of technology to deliver efficiency gains, improved resident access, and enhanced customer service and satisfaction across the community.

Board & Community Support

• Prepare clear, concise financial and operational reports for Board review.
• Participate in Board meetings, assisting with agendas and providing interim reports as needed.
• Offer proactive solutions and financial strategies for Board consideration.
• Engage with residents to explain financial information in clear, understandable terms, fostering transparency and trust.
• Maintain a customer-friendly, hospitality-oriented presence while upholding professionalism and discretion.

COMPETENCIES

Technical Competencies

• Advanced knowledge of accounting, finance and operations
• Strong analytical skills with the ability to interpret and present complex financial information clearly.
• Proficiency in QuickBooks is required, with the ability to quickly learn additional financial and operational systems, including Strongroom, BuildingLink, Zego, LuxerOne, GetQuorum, Predictive Index, and other platforms adopted by the Association.
• Attention to detail and disciplined organizational skills, ensuring accuracy in all reporting and compliance functions.
• Willingness to learn Florida Statute 718 laws and reporting standards

Leadership Competencies

• Ability to work collaboratively as part of a unified senior leadership team consistently presenting a “one voice” approach to the Board and community.
• Skilled in vendor and contract oversight, with the ability to balance financial objectives with quality service delivery.
• Proactive problem-solving and process improvement mindset, with a focus on efficiency, innovation, and long-term sustainability.
• Experience chairing and supporting committees, engaging stakeholders, and ensuring effective governance practices.

Personal Competencies

• Strong customer-service orientation, with the ability to communicate effectively with residents, staff, Board members, and external partners.
• High emotional intelligence, professionalism, and diplomacy in all interactions
• Commitment to ethical conduct, transparency, and accountability.
• Adaptability and resilience in a dynamic environment, with a willingness to learn, grow, and earn a CAM license within the first year of employment.