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Sr. Finance Analyst

Company: Welk Resorts
Location: San Marcos
Posted on: January 12, 2022

Job Description:

Welk is looking to add a Sr. Financial Analyst to our FP&A team to help build financial planning and analysis models for the organization. This position will be responsible for building and maintaining financial planning models for all strategic and annual plans, operational plans, budgets, forecasts, and outlooks, as well as providing insightful recurring and ad-hoc financial analysis to our senior leadership team and investors. These responsibilities will require a strong ability to work cross functionally with the various functional teams in the business as well as expert Excel and data mining skills.The ideal candidate will have 3-5 years of experience in financial planning and analysis. Other requirements include a solid understanding of financial modeling and reporting, very strong Excel skills, and the ability to work in a fast paced, rapidly changing environment. - -II. ESSENTIAL FUNCTIONS:

  • Develops financial models using Excel that maintain relevant information for internal and external monthly reporting
  • Support the ongoing maintenance and evolution of the budgeting and planning processes
  • Prepare monthly management reports emphasizing operational/financial performance metrics, historical results, budgets, forecasts, and trends
  • Perform actual to budget/forecast variance analysis while highlighting risks and opportunities
  • Assist with the preparation of reports for the senior leadership team, Board of Directors, investors and various external parties as needed
  • Provide business development support as needed through modeling and analysis
  • Support ad-hoc financial analysis inquiries from the senior leadership team
  • Perform other related duties in accordance with the department's values of collaboration, cross-functionality, and accountability as requested or directed by the Director of FP&AJOB SPECIFICATIONSIII. EDUCATION:
    • Bachelor's degree in Finance/Accounting or related field
    • MBA or similar advanced degree is a plusIV. TECHNICAL COMPETENCIES:
      • Advanced skills performing technical analysis and reporting utilizing Excel
      • Expert knowledge of financial modeling
      • Strong understanding of financial statements and accounting principles
      • Detail oriented, proactive problem solver with excellent analytical, quantitative and investigative skills
      • Ability to translate findings into business insights and to communicate them in a way that is clear and meaningful
      • Ability to synthesize and work with various data types from a variety of sources, e.g., operational, transactional, financial, survey, third-party vendor, and macroeconomic
      • Comfortable in a team environment with changing priorities and time pressures
      • Good project management skills with the ability to handle a diverse workload and competing priorities
      • Highly motivated with the ability to work independentlyIV. EXPERIENCE:
        • 3-5 years' experience in financial planning and analysis or related field
        • Experience working with dynamic data visualization tools like Tableau or Workday Adaptive Planning a plusWelk Resorts is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.

Keywords: Welk Resorts, San Marcos , Sr. Finance Analyst, Accounting, Auditing , San Marcos, California

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