Invited
Director of Financial Planning & Analysis (FP&A)
Invited, Fort Worth, Texas, United States, 76102
Overview
Director, Financial Planning & Analysis (FP&A). Ready to join a dynamic company in the hospitality and service industry where people help drive the success of the business? Since its inception in 1957, Invited has operated with the central purpose of building relationships and enriching the lives of our members, guests and more than 17,000 employees. We are the largest owner and operator of private clubs nationwide, with 130+ country clubs, city clubs, and athletic clubs. Our Clubs offer first-class amenities, including championship golf courses, modern workspaces, handcrafted cuisine, resort-style pools, state-of-the-art racquet facilities, fitness centers, and much more. Come be a part of this incredible and inclusive team at Invited. This is a high-visibility role with direct exposure to the executive team, offering the opportunity to shape financial strategy, enhance corporate efficiency, and contribute to the company’s growth trajectory. The ideal candidate is a proactive, strategic thinker who thrives in a dynamic environment and is passionate about driving performance through analytics and insight. Responsibilities
Lead the corporate budgeting and forecasting process, ensuring alignment with organizational goals and financial targets. Develop and maintain robust financial models to support strategic planning, cash flow forecasting, and scenario analysis. Provide timely, data-driven insights and recommendations to executive leadership to inform operational and strategic decisions. Monitor and analyze corporate overhead and SG&A trends, identifying cost optimization opportunities and process efficiencies. Drive automation, standardization, and process improvement initiatives to enhance forecasting accuracy and reporting speed. Partner with accounting and treasury to ensure consistency and transparency in financial reporting. Prepare and present comprehensive financial reports and variance analyses to executive management and key stakeholders. Ensure compliance with debt covenants and reporting requirements. Mentor and develop the FP&A team, fostering a culture of analytical rigor, collaboration, and continuous improvement. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA strongly preferred. 8+ years of progressive experience in FP&A, budgeting, or financial management, including at least 5 years in a leadership role. Deep understanding of cash flow management, expense analysis, and strategic financial planning. Proven ability to influence cross-functional stakeholders and communicate complex financial information with clarity and impact. Strong leadership skills with a track record of building and scaling FP&A capabilities. Technical Skills
Advanced proficiency in Microsoft Excel, including complex financial modeling and scenario analysis. Hands-on experience with ERP and planning systems (e.g., Oracle, Workday). Strong command of data analytics and visualization tools (e.g., Power BI, Tableau) to translate data into actionable insights. What We Offer
We believe in taking care of our team, and our Total Rewards package reflects that commitment. Your actual base pay will be determined by your skills, experience, education, location, and—if you\'re in a non-exempt role—hours worked. Benefits
While not all roles at Invited are full-time, those full-time team members have access to a comprehensive benefits package that includes: Medical, dental, and vision coverage Life insurance Short-term and long-term disability insurance 401(k) retirement savings plan Generous paid time off and leave programs (time off as required by applicable law is also provided for part time team members) Want to learn more? Visit www.invitedbenefits.com for full details. Have more questions? Check out our Invited Jobs website for more details about ClubLife, the Employee Experience, Company Benefits, and Our Culture. Invited is an Equal Employment Opportunity Employer.
#J-18808-Ljbffr
Director, Financial Planning & Analysis (FP&A). Ready to join a dynamic company in the hospitality and service industry where people help drive the success of the business? Since its inception in 1957, Invited has operated with the central purpose of building relationships and enriching the lives of our members, guests and more than 17,000 employees. We are the largest owner and operator of private clubs nationwide, with 130+ country clubs, city clubs, and athletic clubs. Our Clubs offer first-class amenities, including championship golf courses, modern workspaces, handcrafted cuisine, resort-style pools, state-of-the-art racquet facilities, fitness centers, and much more. Come be a part of this incredible and inclusive team at Invited. This is a high-visibility role with direct exposure to the executive team, offering the opportunity to shape financial strategy, enhance corporate efficiency, and contribute to the company’s growth trajectory. The ideal candidate is a proactive, strategic thinker who thrives in a dynamic environment and is passionate about driving performance through analytics and insight. Responsibilities
Lead the corporate budgeting and forecasting process, ensuring alignment with organizational goals and financial targets. Develop and maintain robust financial models to support strategic planning, cash flow forecasting, and scenario analysis. Provide timely, data-driven insights and recommendations to executive leadership to inform operational and strategic decisions. Monitor and analyze corporate overhead and SG&A trends, identifying cost optimization opportunities and process efficiencies. Drive automation, standardization, and process improvement initiatives to enhance forecasting accuracy and reporting speed. Partner with accounting and treasury to ensure consistency and transparency in financial reporting. Prepare and present comprehensive financial reports and variance analyses to executive management and key stakeholders. Ensure compliance with debt covenants and reporting requirements. Mentor and develop the FP&A team, fostering a culture of analytical rigor, collaboration, and continuous improvement. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA strongly preferred. 8+ years of progressive experience in FP&A, budgeting, or financial management, including at least 5 years in a leadership role. Deep understanding of cash flow management, expense analysis, and strategic financial planning. Proven ability to influence cross-functional stakeholders and communicate complex financial information with clarity and impact. Strong leadership skills with a track record of building and scaling FP&A capabilities. Technical Skills
Advanced proficiency in Microsoft Excel, including complex financial modeling and scenario analysis. Hands-on experience with ERP and planning systems (e.g., Oracle, Workday). Strong command of data analytics and visualization tools (e.g., Power BI, Tableau) to translate data into actionable insights. What We Offer
We believe in taking care of our team, and our Total Rewards package reflects that commitment. Your actual base pay will be determined by your skills, experience, education, location, and—if you\'re in a non-exempt role—hours worked. Benefits
While not all roles at Invited are full-time, those full-time team members have access to a comprehensive benefits package that includes: Medical, dental, and vision coverage Life insurance Short-term and long-term disability insurance 401(k) retirement savings plan Generous paid time off and leave programs (time off as required by applicable law is also provided for part time team members) Want to learn more? Visit www.invitedbenefits.com for full details. Have more questions? Check out our Invited Jobs website for more details about ClubLife, the Employee Experience, Company Benefits, and Our Culture. Invited is an Equal Employment Opportunity Employer.
#J-18808-Ljbffr