Job Description

Finance Manager – Financial Planning & Analysis ( no direct reports)

📍 Location: Orange County, CA

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General Summary

Ready to make a strategic impact at the intersection of finance and hospitality? We’re looking for a dynamic and forward-thinking Finance Manager, FP&A to drive the financial planning process, deliver executive-level insights, and shape the financial future of a fast-paced, service-driven organization.

Organizational Relationship

Reporting directly to the Chief Financial Officer (CFO) and working closely with the Chief Operating Officer (COO) , the FP&A Manager is a key cross-functional partner to department leaders, helping align financial goals with company strategy.

What You’ll Do

📊 Financial Reporting (40%)

• Own the creation of consolidated financial and operational performance reports, including the monthly Board of Directors package.
• Craft compelling presentations for leadership meetings, audit committees, and high-level company events like the annual conference.
• Ensure executives and stakeholders have timely, accurate, and actionable financial data at their fingertips.

📈 Budgeting & Forecasting (30%)

• Lead the full-cycle annual budgeting process , from planning to execution.
• Support long-term strategic planning by building robust forecasting tools and performance models.
• Deliver insights that help shape growth strategies across all departments.

🔍 Financial Analysis & Strategy (30%)

• Perform deep-dive variance and trend analyses to track performance vs. budget.
• Drive scenario modeling , M&A analysis, and due diligence to support expansion and business development.
• Provide meaningful financial insights to support strategic decision-making at the highest levels.

What You Bring

• 5+ years of progressive finance/accounting experience (FP&A or similar).
• Strong analytical mindset and solid business acumen.
• Excellent communication skills—you can translate numbers into actionable insights.
• Advanced Excel skills (required); familiarity with Great Plains (a plus).
• Bachelor’s degree in Finance, Accounting , or related field (required).
• MBA, Master’s in Finance/Accounting , or CPA preferred but not mandatory.
• Experience in the hospitality industry or a related service-driven sector is a plus .

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