Chief Financial Officer

Quest Workspaces; Ormond Beach (FL); Hybrid; USD 135,000 - 150,000; Full time

Job summary

Quest Workspaces seeks a commercially minded CFO to join as a hands-on leader reporting to the CEO. You will manage financial operations, forecasting, cash flow, and performance analysis across a lean internal team with a supportive outsourced partner.

The role emphasizes driving efficiency, technology upgrades, and a partnership with executive leadership to improve profitability and center economics from a Miami HQ with flexible remote options.

Qualifications

• Senior finance leader with end-to-end responsibility in a privately held, entrepreneurial, or growth-oriented company.
• Experience in businesses with approximately $15 million–$100 million in annual revenue.
• Strong accounting, FP&A, financial modeling, cash flow management, and operational business judgment.
• Proven success leading a lean finance team.
• Experience with multi-location, multi-entity, recurring-revenue, real estate, hospitality, or service businesses is a plus.
• Familiarity with AI-enabled workflows is valued.
• Bachelor’s degree in finance, accounting, or related field; CPA or MBA is a plus, not a requirement.

Responsibilities

• Take direct responsibility, oversight and implementation of all accounting, monthly close, financial reporting, budgeting, forecasting, cash management, and internal controls.
• Oversee company-wide and center-level P&Ls, AP, AR, billing, reconciliations, payroll and coordination with outside accounting professionals.
• Maintain cash flow visibility and relationships with banks, lenders, landlords, and other stakeholders.
• Lead annual budgeting, rolling forecasts, and monthly reviews of actual results vs budget/forecast.
• Develop meaningful KPIs, dashboards, models, and scenarios to support forward-looking decisions and improve profitability and cash flow.
• Provide concise recommendations and help leadership implement corrective actions.

Skills

CFO leadership

FP&A

Cash flow management

Financial modeling

Operational judgment

Education

Bachelor’s degree in finance

CPA or MBA (preferred)

Tools

Yardi

QuickBooks

Job description

Entrepreneurial, Hands-On Financial & Business Leadership

Quest Workspaces||Hybrid Preferred in Miami - Remote Considered

About Quest Workspaces

Chief Financial Officer (CFO)

Entrepreneurial, Hands-On Financial & Business Leadership

Quest Workspaces||Hybrid Preferred in Miami - Remote Considered

About Quest Workspaces

Quest Workspaces is an office and coworking company in the United States. Founded in 2010, Quest is a privately held, entrepreneurial company with approximately $35 million in annual revenue, 14 locations across Florida and Manhattan, and more than 1,000 clients.

Our business combines commercial real estate, hospitality, sales, and recurring service revenue. We operate with a lean corporate team and a focus on profitability, efficiency, client experience, and continuous improvement.

Location & Work Arrangement

South Florida-based candidates are preferred, with a flexible hybrid work arrangement and regular in-person collaboration at our Miami headquarters.

We will also consider highly qualified candidates elsewhere in the United States for a primarily remote arrangement, provided they can travel to our Miami headquarters approximately quarterly for in-person meetings, collaboration, and business planning.

Our priority is finding the right financial leader, regardless of geographic location.

The Opportunity

We seek a business-minded CFO who brings more than traditional accounting and financial oversight. Reporting directly to the CEO, this executive will MANAGE AND OVERSEE financial operations, reporting, budgeting, forecasting, cash flow, financial systems, and performance analysis.

The CFO will lead an established internal finance and accounting team of approximately four people, supported by an outsourced accounting professional. This is not a position overseeing a large department. The successful candidate will be comfortable both setting direction and personally diving into detailed financial and operational work.

A key priority is maximizing the effectiveness, EFFICIENCY AND PERFORMANCE of the existing team through stronger processes, technology, automation, and thoughtful use of AI. The CFO will serve as a strategic business partner to the CEO, translating financial insight into practical decisions and measurable PERFORMANCE improvements.

Financial Leadership & Accounting

• TAKE DIRECT RESPONSIBILITY, OVERSIGHT AND IMPLEMNTATION of ALL accounting, monthly close, financial reporting, budgeting, forecasting, cash management, and internal controls.
• Oversee company-wide and center-level P&Ls, AP, AR, billing, reconciliations, payroll preparation, and coordination with outside accounting professionals.
• Maintain effective financial discipline, cash flow visibility, and relationships and reporting involving banks, lenders, landlords, and other stakeholders.

Financial Planning, Analysis & Business Performance

• Lead annual budgeting, rolling forecasts, and monthly reviews of actual results against budget, forecast, and prior periods.
• Identify the drivers behind revenue, expense, margin, and profitability variances across centers, departments, and revenue streams.
• Develop meaningful KPIs, dashboards, models, and scenarios that support forward-looking decisions and improve profitability and cash flow.
• Provide concise recommendations and help leadership implement corrective actions, rather than simply presenting numbers.

Strategic Business Partnership

• Understand Quest's operating model, including occupancy, pricing, sales, client retention, staffing, vendor costs, and center economics.
• Partner directly with the CEO and leadership on decisions affecting costs, pricing, staffing, capital expenditures, and performance.
• Challenge assumptions, identify inefficiencies and opportunities, and take an active role in delivering improvements.

Investments, Real Estate & Growth Decisions

• Model new locations, expansions, consolidations, relocations, and significant investments, incorporating occupancy ramps, pricing, rent, staffing, capital requirements, and operating costs.
• Evaluate break-even timing, cash requirements, investment returns, downside risk, and alternative scenarios.
• Support lease and investment decisions with independent analysis and compare actual performance with original underwriting.

Team, Technology & Process Leadership

• Lead and support an established internal finance and accounting team of approximately four employees, working with an outsourced accounting professional.
• Set clear responsibilities, deadlines, performance standards, and accountability while remaining willing to do detailed work personally.
• Oversee the integrity and effective use of Yardi, QuickBooks, and related financial systems.
• Identify and implement AI, automation, and technology improvements in accounting, billing, reconciliations, reporting, forecasting, and analysis, with appropriate controls and review.
• Simplify workflows, reduce repetitive manual work and key-person dependencies, improve reporting speed, and build scalable processes without proportional increases in staffing.
• Work with the CEO and CRO to ensure center managers are trained, understand, and can deliver on all finance-related metrics, systems, and deliverables.

Compensation

Base Salary: $135,000–$150,000 annually.

Total Annual Compensation Potential: Up to $200,000, including a performance-based bonus.

The CFO will be eligible for an annual performance-based bonus tied to company financial performance and achievement of defined business objectives, including profitability, cash flow, operating efficiencies, and improvements in financial management. Bonus compensation is performance-dependent and is not guaranteed.

Ideal Candidate

• Senior finance leader—CFO, VP of Finance, or Head of Finance—with broad end-to-end responsibility in a privately held, entrepreneurial, or growth-oriented company; experience in businesses with approximately $15 million–$100 million in annual revenue is especially relevant.
• Strong accounting, FP&A, financial modeling, cash flow management, and operational business judgment; proven success leading a lean team.
• Commercially minded, resourceful, proactive, hands-on, and comfortable moving between strategy and execution.
• Experience with multi-location, multi-entity, recurring-revenue, real estate, hospitality, or service businesses is a plus.
• Track record of improving systems, processes, and productivity through technology and automation; familiarity with AI-enabled workflows is valued.
• Bachelor’s degree in finance, accounting, or related field; CPA or MBA is a plus, not a requirement. Prior CFO title is not required.

What Success Looks Like

Success goes beyond accurate financial statements. The CFO strengthens controls and cash flow, brings clarity to center-level economics, identifies risks and opportunities early, and helps leadership make better decisions.

The right person is as comfortable reviewing a P&L and building a model as they are investigating an underperforming location, improving a process, or recommending what to do next. Above all, they think like an owner and become a trusted financial partner to the CEO.

Learn more: www.questworkspaces.com