Financial Planning & Analysis Analyst

Description

Financial Planning & Analysis Analyst
$100,000-$125,000+incentives
Company Overview

Pinnacle Live is a premium, in-house AV and event production company operating at premier hotels and resorts across North America. We exist to Elevate Experiences - combining cutting-edge production with a deeply human touch, holding ourselves to a standard where exceptional is the baseline. We're guided by three core values: Excellence is our attitude. Innovation is our mindset. Our people make the difference. If you show up prepared, take ownership of your craft, and want to grow alongside a team that holds itself to high standards, we'd love to meet you.

Pinnacle Live is an equal opportunity employer committed to building a diverse, equitable, and inclusive workplace where every team member can thrive.

Job Summary

The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. Collaborate with various departments to identify positive ROI and revenue opportunities and contribute to overall company direction and growth. Serve as a partner to members of matrix organizational structures to provide cross-functional analysis and advise effectively across different stakeholders. Business hours are Monday - Friday, 8:00 a.m. to 5:00 p.m. Extended business hours and weekends may be required.
Essential Functions
Planning & Forecasting

• Develop relevant key performance metrics which will serve as basis for sound business decisions.
• Provide variance analysis between actual results, forecasts, and budgets, explaining the key business driver.
• Collaborate with regional and local leaders to make recommendations on annual venue budgets and staffing levels, including identifying needs for additional headcount or reductions in force and researching market-driven factors.
• Provide decision support to Asset Management on capital investments, utilization, resource allocation, and strategic initiatives.
• Develop ad-hoc new business proformas and other financial analyses and monitor general financial risk.
• Build and maintain dynamic financial models to assess business scenarios, growth strategies and cost optimization opportunities.

Reporting and Analysis

• Review P&L performance with regional leaders to:
• Identify efficiencies and opportunities to increase revenue and revenue streams.
• Analyze pricing and discounting strategies.
• Assist underperforming sites identify challenges, and work with Sales and operations leaders on corrective actions.
• Segment across overall company, regional and local site P&Ls to measure profitability and performance to budget. Highlight improvement opportunities along with potential threats and provide answers and guidance to leaders as needed. When necessary, review individual event profitability to identify irregularities and emerging issues or trends to proactively mitigate risks. Serve as the bridge between Operations and Finance.
• Streamline and standardize reporting tools, dashboards, and processes across functions; partner with IT and other departments to enhance data accuracy and reporting efficiency.
• Support, test and collaborate on enterprise-wide initiatives, including new technology or systems to enhance data and reporting.
• Extend expertise to on-site leaders who do not have a financial background to run their locations in the most efficient and profitable manner.
• Analyze cash flow and operating expense levels to help guide business decisions.
• Responsible for accurate internal financial and KPI reports and analysis of all financial-related information.
• Perform other duties assigned.

Core Competencies

• Strategic Thinking - Connects strategies to business outcomes.
• Relationship Management - Builds trust and influence with leaders and team members across functions and geographies.
• Coaching and Influence - Guides leaders with credibility, empathy, and strong business acumen.
• Analytical Insight - Uses data-driven insights to recommend solutions and inform decision-making.
• Critical Thinking - Identifies root cause of problems and prevents the problems from recurring. Considers impact of team's decisions.
• Job Knowledge - Uses in depth knowledge of concepts, principles, and procedures and applies them to varied and complex situations. Keeps up to date on developments that affect jobs.
• Persuasiveness / Negotiating - Influences and shapes issues and desired outcomes.
• Presentation Skills - Creates presentations for leaders to deliver. May occasionally deliver presentations to their teams as required.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed herein are representative of the knowledge, skill, and/or ability required.

• Strong financial modeling and analytical skills, with proficiency in Excel and financial planning tools (i.e. Power BI or similar; experience with NetSuite preferred).
• Excellent verbal and written communication skills. Ability to tailor messages to both finance and non-finance stakeholders.
• Excellent interpersonal, negotiation, and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and critical thinking skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to act with integrity, professionalism, and confidentiality.
• Results driven; ability to work with little or no direction; highly autonomous; ability to maintain confidentiality.
• Possess the ability to think strategically and conceptually, as well as possess the detail orientation necessary to effectively implement plans.
• Strive for effective communication that results in teamwork, shared knowledge and ideas.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Education & Experience

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

Certificates, Licenses, Registrations

• CPA/CFA preferred.

Benefits

• Performance based incentive plans on top of base salary.
• Generous time off with PTO, holidays and sick/personal days.
• 401k with a contribution match.
• Insurances; health, vision, dental and more.

Travel Demands

Occasional travel may be required.
Pinnacle Live is an E-verify and Equal Employment Opportunity Employer

Pinnacle Live is committed to welcoming, valuing, and supporting every person and their unique contributions. We are actively working to foster an environment where diversity, equity, inclusion, belonging, and mutual respect thrive. We recognize that diversity is intersectional, and that actively valuing diversity demands that we continually strive to establish a welcoming atmosphere for all.

Pinnacle Live welcomes, openly acknowledges, empowers, and celebrates the diversity of all our team members, clients, and partners, and affirms the identities and experiences of all our members. We strive to create an environment where we actively embrace all forms of diversity