Financial Planning & Analysis Analyst

Overview

A Financial Planning & Analysis Analyst role is available with a competitive salary range of $100,000 to $125,000 plus incentives. This position supports financial planning, reporting, budgeting, forecasting, and strategic analysis to drive business growth and operational efficiency.

Responsibilities

Planning & Forecasting

• Develop key performance metrics to inform business decisions.
• Provide variance analysis comparing actual results to forecasts and budgets, explaining key business drivers.
• Collaborate with regional and local leaders on annual venue budgets and staffing recommendations, including headcount adjustments based on market factors.
• Support Asset Management with decision-making on capital investments, resource allocation, and strategic initiatives.
• Create ad-hoc financial analyses and new business proformas; monitor financial risk.
• Build and maintain dynamic financial models to evaluate business scenarios, growth strategies, and cost optimization.

Reporting and Analysis

• Review profit and loss (P&L) performance with regional leaders to identify efficiencies and revenue opportunities.
• Analyze pricing and discounting strategies.
• Assist underperforming sites by identifying challenges and collaborating with Sales and Operations on corrective actions.
• Segment company, regional, and local site P&Ls to measure profitability and budget performance; highlight improvement opportunities and risks.
• Review individual event profitability to detect irregularities and emerging trends.
• Serve as a liaison between Operations and Finance.
• Streamline and standardize reporting tools, dashboards, and processes; partner with IT and other departments to improve data accuracy and reporting efficiency.
• Support enterprise-wide initiatives including new technology or systems to enhance data and reporting.
• Provide financial expertise to on-site leaders without financial backgrounds to improve operational efficiency and profitability.
• Analyze cash flow and operating expenses to guide business decisions.
• Ensure accuracy of internal financial and KPI reports.
• Perform other duties as assigned.

Core Competencies

• Strategic thinking connecting strategies to business outcomes.
• Relationship management across functions and geographies.
• Coaching and influencing leaders with credibility and business acumen.
• Analytical insight using data-driven recommendations.
• Critical thinking to identify root causes and prevent recurring problems.
• In-depth job knowledge and staying current with relevant developments.
• Persuasiveness and negotiation skills.
• Presentation skills for creating and occasionally delivering presentations.

Requirements

• Strong financial modeling and analytical skills; proficiency in Excel and financial planning tools such as Power BI; experience with NetSuite preferred.
• Excellent verbal and written communication skills, able to tailor messages for finance and non-finance audiences.
• Strong interpersonal, negotiation, and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Effective time management with ability to meet deadlines.
• Strong analytical and critical thinking abilities.
• Ability to prioritize and delegate tasks appropriately.
• Integrity, professionalism, and confidentiality.
• Results-driven and highly autonomous.
• Strategic and conceptual thinking combined with detail orientation.
• Commitment to effective communication fostering teamwork and shared knowledge.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Minimum 5-7 years of experience in a finance-related role.
• Experience in a multi-site and/or matrix organizational environment preferred.

Certifications

• CPA or CFA preferred.

Compensation & Benefits

• Base salary between $100,000 and $125,000 plus performance-based incentives.
• Generous paid time off including PTO, holidays, and sick/personal days.
• 401(k) plan with employer contribution match.
• Health, vision, dental, and other insurance benefits.

Work Schedule & Travel

• Standard business hours: Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Extended hours and weekends may be required.
• Occasional travel may be necessary.

Location

• Not specified.

Equal Employment Opportunity

The employer is an Equal Employment Opportunity and E-Verify participant committed to diversity, equity, inclusion, and mutual respect in the workplace. Reasonable accommodations are available to individuals with disabilities to perform essential job functions.