Financial Controller

COMPANY OVERVIEW:

Cozi Vacation Rentals is a dynamic, locally-owned, small business with our headquarters in Fredericksburg, Texas. We provide property management services, luxury vacation rentals, and curated vacation experiences throughout Texas Hill country and the surrounding areas.

Our team is passionate about what we do. We wholeheartedly believe in unleashing each team member’s potential to achieve exceptional results for our homeowners and guests who have entrusted us with their property and vacation expectations.

Our Company Core Values Are:

• Dedicated
• Team player
• Driven
• Hospitality First
• Adaptable
• Fun
• Accountable

Company Mission Statement: We deliver exceptional vacation rental experiences that foster lifelong memories and partnerships.

POSITION SUMMARY:

CoziVR is seeking a highly analytical and strategic Financial Controller to join our Executive Team and lead all aspects of financial operations, reporting directly to the CEO. This role is instrumental in driving financial excellence, clarity, and accountability across the organization, with the potential to evolve into a Chief Financial Officer (CFO) position as the company scales.

You will oversee accounting, payroll, benefits, and financial systems while designing scalable processes and internal controls that support our growth. Responsibilities include budgeting, forecasting, financial reporting, cash flow planning, chargebacks, SOP implementation, and executive-level financial modeling. You'll be a key thought partner to the CEO and leadership team, guiding strategic decision-making, modeling profitability and capital needs, and managing financial risk. A strong working knowledge of GAAP, cash flow, and multi-entity accounting is essential to delivering the insights that drive CoziVR’s long-term success.

RESPONSIBILITIES:

Executive Team Leadership

• Serve as a core executive leader, involved in major decisions, strategic planning, and scaling initiatives.
• Partner with the CEO and leadership team to model growth, profitability, capital needs, and risk.
• Participate in all company-wide planning sessions, off-sites, and leadership reviews.
• Take full financial ownership of new business initiatives, partnerships, and expansion strategies.

Company-Wide Financial Ownership

• Lead annual budgeting, forecasting, and multi-year strategic financial planning.
• Track and report performance against goals through custom dashboards and KPI reports.
• Provide unit economics and profitability analysis (by market, property, department).
• Serve as a go-to financial advisor and internal consultant across all departments.

Accounting & Financial Operations

• Oversee day-to-day accounting:
  • General ledger, reconciliations, close process
  • AP/AR, payroll accounting, multi-entity and trust accounting
  • Compliance with GAAP and internal controls
• Optimize and maintain QuickBooks, financial integrations with Track, Guesty, and Gusto.

Payroll, Benefits, and People Systems

• Fully manage Gusto payroll system, benefits administration, PTO tracking, and employee onboarding/offboarding financially.
• Support HR by offering financial clarity on labor forecasting, benefit plan analysis, and compensation benchmarking.

Chargebacks & Risk Management

• Own chargeback investigations, guest dispute resolution, and proactive fraud prevention.
• Identify financial and operational risks and implement controls to mitigate exposure.

Owner Financials & Trust Accounting

• Oversee owner statement creation, reconciliation of pass-throughs, distributions, and transparency in reporting.
• Support onboarding, ensuring owners are financially educated and aligned from the start.

Cash flow, Banking & Capital Planning

• Manage cash flow forecasting, banking relationships, loan compliance, and capital planning.
• Create models for capital needs, investment returns, and large expenditure decisions.

Tax, Audit, and Compliance

• Ensure all tax filings (sales, occupancy, franchise, federal) are completed accurately and on time.
• Serve as lead for all financial audits, working with external CPAs and advisors.
• Maintain a clean, audit-ready organization with strong process documentation and SOPs.

Financial Systems & Tech Stack Strategy

• Evaluate and implement new financial technologies (e.g., Bill.com, NetSuite, or BI tools).
• Improve integrations across systems for real-time data accuracy and visibility.

Procurement, Insurance & Legal Finance Oversight

• Support vendor negotiations for cost control and contractual compliance.
• Oversee commercial insurance policies (liability, D&O, property) with the executive team.

Investor & Stakeholder Reporting (Future-Facing)

• Prepare financial summaries and presentations for future investors or board members.
• Help define valuation models, ROI cases, and M&A scenarios if applicable.

QUALIFICATIONS:

• Bachelor's degree in Finance, Accounting, or related field
• 7+ years in senior finance or controller roles, with 3+ years managing teams
• Proven track record of building systems, implementing SOPs, and scaling financial operations
• Mastery of QuickBooks, Gusto, Excel, and financial reporting tools
• Strong working knowledge of GAAP, cash flow, and multi-entity accounting
• Experience resolving chargebacks and managing trust accounting
• Clear, confident communicator and values-aligned leader
• CPA (strongly preferred)
• Experience in vacation rental, hospitality, or real estate sectors
• Familiarity with Track, Guesty, or similar PMS
• Executive-level presentation experience (board, investors, banks)

COMPENSATION & BENEFITS:

Annual Salary: $85,000 – $110,000 based on experience

Bonus

Bonus & Incentive Plan: Based on company profitability and strategic goal achievement

Benefits

• Paid time off such as PTO, sick days, and vacation days
• Health insurance
• Life insurance
• Dental insurance
• Vision insurance
• Retirement benefits or accounts
• Employee recognition programs
• Relocation assistance