Assistant CFO

Shell Point Retirement Community•Fort Myers, FL

About The Position

The Assistant CFO provides leadership across Shell Point’s accounting, finance, and financial reporting operations. This strategic leadership role enables real-time visibility into financial performance and supports Shell Point’s mission through analytics and operational partnership. The role emphasizes continuous improvement, ERP governance, and technology enablement in a finance setting, preferably involving Oracle NetSuite. The Assistant CFO promotes a culture consistent with Shell Point’s mission and core beliefs; leads, mentors, and develops finance and accounting team members; and fosters accountability, collaboration, and innovation. The position serves as a strategic partner to the CFO and leadership team and builds strong cross-functional relationships with operational leaders. Shell Point Retirement Community is based in Florida and has approximately 2,400 residents and more than 1,100 employees. It describes its workplace as caring and compassionate, with a focus on kindness and dignity.

Requirements

  • Bachelor’s degree in accounting or finance.
  • At least 10 years of progressive leadership experience in accounting, finance, public accounting, or related financial management disciplines.
  • Demonstrated experience leading ERP-enabled accounting, finance, and financial reporting operations.

Nice To Haves

  • CPA.
  • Experience in senior living, health care, not-for-profit, or hospitality.
  • Experience with Oracle NetSuite.

Responsibilities

  • Provide leadership across accounting, finance, and financial reporting operations.
  • Enable real-time visibility into financial performance.
  • Support Shell Point’s mission through analytics and operational partnership.
  • Promote a culture consistent with Shell Point’s mission and core beliefs.
  • Lead, mentor, and develop finance and accounting team members.
  • Foster accountability, collaboration, and innovation.
  • Serve as a strategic partner to the CFO and leadership team.
  • Build strong cross-functional relationships with operational leaders.
  • Champion continuous improvement, ERP governance, and technology enablement in a finance setting.

Benefits

  • Medical, vision, and dental coverage.
  • Free onsite health clinic and free generic prescriptions.
  • 403(b) with company match.
  • Generous paid time off.
  • Group term life insurance.
  • Free annual flu shot.
  • Employee assistance program.
  • Discounted employee café.
  • Bridge toll reimbursement.
  • Corporate discounts.
  • Tuition discounts and scholarships.
  • Interest-free emergency loan program.
  • Referral bonus.
  • Competitive pay, rewards and incentives, perks, and other benefits.
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