Financial Analyst or Senior Financial Analyst

Overview

PURPOSE:

This position will be responsible for property/corporate financial analysis, KPI reporting, and support strategic planning for hotel portfolio. This is an on-property position and will support management daily by delivering timely and accurate data and analyses.  This position will interact with the Corporate office and board of directors in preparation of both internal and external financial and KPI reports to drive strategic decision making for the portfolio.

Responsibilities

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Analysis and Reporting:
• Consolidate and analyze financial results and KPIs in comparison to budget and forecast to gain understanding of current performance and areas of opportunities
• Develop financial models, conduct benchmarking and process analysis
• Work to find areas for reporting and process improvement/efficiencies
• Identify trends, advise company and recommend actions to Area Director of Finance based on sound analysis
• Compile questions and comments from hotel managers to provide operational context to financial analysis
• Provide creative alternatives and recommendations to Area GM on areas or ways to improve business performance
• Monthly and quarterly lender report preparation
• Budgeting and forecasting:
• Work closely with leadership team to establish current and long term targets
• Lead budgeting and forecasting process. Coordinate with all hotel managers to gather key information and data needed to develop budgets and forecasts
• Deliver and present quarterly forecasts and annual budget to Corporate office
• Other
• Drive process improvement and policy development initiatives that impact the function
• Annually compile assumptions and information to execute long range plan
• Ad hoc financial models and projects

Supportive Functions

• Perform other duties as assigned by Manager
• Special projects as assigned by Manager or Ownership

Qualifications

DESIRED COMPETENCIES, WORK SKILLS, AND KNOWDLEGE REQUIRED

To perform the job successfully, an individual should demonstrate the following competencies. Other competencies not listed may be required for specific positions.  The requirements listed below are representative of the knowledge, skills, and/or abilities required.

• Required systems experience: Excel (financial modeling preferred), PowerPoint, Word
• Preferred systems experience: Great Plains, Profit Sword, Marriott PMS & Fosse, Opera
• Strong decision-making, self-motivated and self-driven

• Ability to multi-task

• Must have strong verbal and written communication skills
• Strong interpersonal skills with consultive approach in ability to relate and work with management, staff and all other stakeholders
• Strong financial analysis skills with ability and understanding of accounting principles
• Organization is very important with strong notetaking ability
• Demonstrates a process thinking and strategic planning ability
• Strong sense of urgency and a passion for the Hotel business

• Must have strong customer service skills

EDUCATION AND EXPERIENCE REQUIRED:

• Bachelor’s Degree, Finance, Accounting, or related field
• CPA, CFA, CMA or MBA preferred
• 3-5 years of Financial Analysis experience

PHYSICAL DEMANDS:

Physical demands described here are representative of those that must be met by an employee to successfully perform essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

During the course of performing the physical demands of this position, associates are expected to observe and adhere to safety and security procedures, promoting a safe work environment.

What to expect:

Lifting, bending, twisting, push/pull, sitting, standing, walking, filing, storing

Lifting up to 30 lbs

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Office
• Low to moderate noise is expected