Senior Analyst - FP&A (MUST BE BASED IN TEXAS)

Senior Financial Analyst (FP&A) - MUST BE BASED IN TEXAS

Walters Hospitality is one of the premier wedding and hospitality companies in the United States, owning and operating 40+ venues across Texas and Georgia. Our vertically integrated platform encompasses venue operations, catering, bar services, lodging, construction and design, and a curated vendor collective. As we scale, we are investing heavily in the data infrastructure and financial systems that will power our next phase of growth.

Position Summary:

The Senior Financial Analyst reports to the VP of FP&A and will own core FP&A workstreams (budgeting, forecasting, variance analysis, venue-level P&L, executive reporting) and supports the company's active M&A program (acquisition modeling, due diligence, post-close integration finance). The role also serves as a power user and light administrator of our finance technology stack, building dashboards and keeping our reporting infrastructure reliable as the business scales. It is an ideal seat for someone with strong financial modeling skills, an analytical edge, and the technical fluency to get clean data out of the systems they work in.

KEY RESPONSIBILITIES

Financial Planning & Analysis (Core Focus)

• Lead the annual budgeting process and quarterly reforecasts in partnership with the VP of FP&A.
• Own monthly variance analysis across the venue portfolio and corporate functions, translating results into concise narratives for leadership.
• Build and maintain venue-level P&Ls, unit economics, and KPI reporting that drive operational decisions across the portfolio.
• Produce recurring financial reporting packages for the CFO, executive team, and board/investor audiences.
• Develop and maintain driver-based financial models supporting long-range planning, capital allocation, and scenario analysis.
• Perform ad hoc financial and operational analyses on topics such as revenue mix, labor productivity, F&B margins, and pricing strategy.
• Ensure data integrity, accuracy, and consistency across all FP&A outputs through robust validation and reconciliation processes.

M&A & Strategic Finance Support

• Build and maintain acquisition databooks and analyses for prospective venue and services targets.
• Build post-close integration trackers, measure synergy realization, and monitor acquired-company performance against deal models.
• Support lender and investor reporting packages, covenant compliance, and capital markets materials.

Financial Systems & Reporting

• Serve as a power user of the finance technology stack, including Sage Intacct, Planful, Ramp, Tripleseat, and Paycom.
• Configure reports, dimensions, and dashboards within Intacct and Planful; partner with IT and external vendors on more complex changes.
• Design and maintain executive dashboards in our BI tool of record, pulling from finance and operational data sources.
• Identify opportunities to improve reporting workflows, automate recurring deliverables, and eliminate manual reconciliation.
• Act as a knowledgeable internal resource on system-related initiatives (upgrades, integrations, new module rollouts).

REQUIRED QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 3-5+ years of progressive experience in FP&A, corporate finance, investment banking, private equity, or Big 4 transaction services.
• Advanced financial modeling skills: three-statement models, driver-based forecasting, scenario analysis, and deal/returns modeling.
• Hands-on experience as a power user of an ERP and/or CPM platform (Sage Intacct, NetSuite, Planful, Adaptive, or similar).
• Proficiency with a BI/visualization tool (Sigma, Tableau, Power BI, or similar).
• Advanced Excel and Google Sheets skills, including complex formulas, pivot tables, and data manipulation.
• Strong written and verbal communication skills, with the ability to present findings and recommendations to senior leadership.
• Proven ability to manage multiple workstreams and deliver under month-end and deal-driven deadlines.

PREFERRED QUALIFICATIONS

• MBA, CPA, or CFA (or meaningful progress toward).
• Experience supporting M&A transactions in a buy-side or sell-side capacity.
• Background in multi-unit hospitality, events, food and beverage, or consumer services.
• Working knowledge of SQL for extracting and validating data from source systems.
• Experience with Sage Intacct or a similar mid-market ERP at the report-building or configuration level.
• Track record of contributing to finance or reporting build-out in a high-growth or PE-backed environment.

CORE COMPETENCIES

Analytical Rigor: Approaches problems with intellectual curiosity and a commitment to data-driven decision-making. Builds well-structured analyses from scratch and defends conclusions under scrutiny.

Financial Acumen: Strong command of accounting fundamentals, unit economics, and how financial decisions translate to operational reality. Sees the story the numbers are telling.

Ownership Mentality: Takes full accountability for assigned workstreams and outputs. Proactively identifies issues and drives solutions without waiting for direction.

Communication: Translates complex financial concepts into clear business language. Equally effective writing a variance narrative for the CFO and discussing a dashboard change with a venue GM.

Adaptability: Thrives in a fast-growing, acquisition-heavy environment where priorities shift, systems evolve, and the ability to learn quickly is essential.
WORK ENVIRONMENT

• This is a remote position, with occasional (~1x/quarter) travel to team meetings and venue locations.
• May require occasional extended hours during system implementations, month-end close, or other critical business periods.

Compensation: $90-$110K base + bonus potential