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Exclusive Resorts seeks a Director of Financial Planning & Analysis to lead the analytical engine of their centralized finance function. This senior individual contributor role owns the annual budget, rolling forecasts, detailed variance analysis, month-end reporting, cash forecasting, and ad hoc decision support for the executive team and business unit leaders.
Key responsibilities include:
**Financial Planning and Budgeting**: Own the annual budget and operating plan process end-to-end, including model architecture, timeline management, and consolidation across business units. Build and maintain integrated P&L, balance sheet, and cash flow models in Excel with driver-based assumptions and scenario capabilities. Partner with department heads on bottoms-up budgets, challenge assumptions, and maintain rolling 12-month forecasts with clear variance documentation.
**Month-End Results Packages**: Produce monthly management reporting for the CEO, CFO, President, and Board, covering P&L performance, KPI tracking, and segment-level results. Own detailed variance analysis at account, department, and driver levels with root-cause narratives. Continuously improve package format, automation, and depth based on stakeholder feedback.
**Cash Forecasting**: Oversee 13-week rolling cash forecasts integrated with operational and seasonal patterns. Develop longer-horizon liquidity projections to support capital allocation and covenant compliance. Flag emerging cash risk with adequate lead time and model alternative scenarios.
**Ad Hoc Analysis**: Serve as primary analytical resource for strategic and operational questions including pricing, real estate economics, membership metrics, and commercial deal evaluation. Build defensible models that structure ambiguous problems and support M&A diligence and cross-functional initiatives.
**Systems and Process Improvement**: Leverage Power BI to build executive dashboards providing real-time KPI visibility. Identify automation opportunities and establish documentation standards for models and reporting outputs.
Required qualifications: 10+ years progressive finance experience in FP&A, investment banking, private equity, or similarly rigorous analytical environment. Advanced Excel proficiency including complex multi-tab models, dynamic arrays, Power Query, and full financial statement integration. Strong Power BI capability with data modeling and dashboard design experience. Experience building 13-week and longer-horizon cash forecasts in operationally complex businesses. Track record producing senior executive-level financial packages independently with minimal revisions. Strong technical proficiency with NetSuite Planning and Budgeting (NSPB) or similar budgeting systems. Bachelor's degree in Finance, Accounting, or related quantitative field.
Preferred: Experience in subscription-based, real estate, hospitality, or travel businesses. Post-acquisition integration finance work. Familiarity with NetSuite ERP and ability to extract/manipulate large data sets. Hands-on experience implementing budgeting and planning software.
