Colvin Resources Group
Senior Financial Planning & Analysis Analyst
Elevate Your FP&A Career with the World's Largest Marina Owner & Operator
Ready to make a significant impact in a dynamic FP&A role within the marina real estate industry? Join our client, a private equity portfolio company and the world's largest owner and operator of marinas with both domestic and international properties. This fast‑growing organization operates hundreds of marinas across diverse markets and is in a period of significant expansion and scaling. This position reports directly to the FP&A Manager and offers exposure to the EVP of Finance, Regional Vice Presidents, and cross‑functional teams.
What You'll Do:
Lead critical budgeting and forecasting processes
that drive organizational strategy and expansion initiatives across hundreds of marina locations
Conduct comprehensive variance analysis
to identify trends, risks, and opportunities across multiple business units and regional operations
Build and maintain sophisticated financial models
that support executive decision‑making and strategic planning
Prepare and present executive‑level reports and presentations
that translate complex financial data into clear insights for regional vice presidents and department heads
Partner with regional leadership and field finance teams
to analyze performance metrics and support data‑driven business strategies
Drive month‑end and quarter‑end close processes
with focus on accuracy and timeliness
Provide strategic financial analysis
to cross‑functional teams to assist in decision‑making and strategic initiatives
Lead continuous improvement initiatives
of financial forecasting models and budgeting processes to increase efficiency and accuracy
Work closely with the FP&A Manager
to develop and scale the FP&A department as the business grows
Help transform current FP&A functions
into a more mature, standardized operation
What We're Looking For: Experience Requirements:
3‑5 years of FP&A Analyst experience in an enterprise‑level organization
OR 3‑5 years of public accounting experience with strong desire to transition into FP&A
Experience working in or with enterprise‑level businesses in private equity or public company environments with established standardized processes and procedures (ideal)
Experience in private equity‑backed or multi‑site/multi‑location operations (preferred)
Experience working in decentralized operational settings (preferred)
Strong background in financial reporting, budgeting, forecasting, and variance analysis
Bachelor’s degree in Accounting, Finance, or a related field
CPA, CFA, or advanced degree (MBA, Master's in Finance) highly desirable
Technical Skills:
Advanced Excel proficiency : pivot tables, VLOOKUP/XLOOKUP, financial modeling, and advanced formulas
Exposure to or experience with FP&A platforms (Anaplan, Adaptive Insights, Workday Adaptive Planning, or similar software)
Experience with large data sets and financial systems (ERP, CRM); NetSuite knowledge a plus
PowerPoint/presentation software for executive reporting
Comfortable working in a somewhat manual operation with multiple systems , utilizing Excel for analysis while helping to build more automated solutions
What Makes You Stand Out:
Exceptional analytical, organizational, and problem‑solving abilities with keen attention to detail
Excellent communication and presentation skills with ability to explain financial concepts to non‑financial stakeholders
Ability to work under pressure, manage multiple priorities, and meet tight deadlines in a fast‑paced, high‑growth environment
Detail‑oriented with strong commitment to accuracy and continuous improvement
Entrepreneurial mindset
with ability to help build and scale financial processes from the ground level
Proactive approach with eagerness to engage in a growing, fast‑paced, industry‑leading company
Team player who thrives in collaborative environments and takes interest in professional development
Familiarity with the marina industry (a plus)
Why Join Our Client:
Ground Floor Opportunity : Be a critical ground‑level team member helping to transform and mature the FP&A function during a period of significant scaling
Industry Leadership : Work for the world's largest marina owner and operator serving a vibrant boating community across domestic and international properties
Career Growth : Work directly with the FP&A Manager with clear advancement opportunities as the department scales
High‑Impact Role : Your contributions will directly shape the evolution of financial processes and systems
Learning Environment : Gain exposure to sophisticated financial processes across hundreds of locations and learn from highly experienced professionals
Professional Development : Access to professional education and training opportunities
Comprehensive Benefits : Healthcare benefits, 401(k) plan, paid time off (PTO)
Dynamic Culture : Fast‑paced, entrepreneurial environment in an exciting period of expansion
Seniority Level Associate
Employment Type Full‑time
Job Function Finance and Accounting / Auditing
Benefits
Medical insurance
Vision insurance
401(k)
Disability insurance
Job Location Dallas–Fort Worth Metroplex • Dallas, TX
#J-18808-Ljbffr
Ready to make a significant impact in a dynamic FP&A role within the marina real estate industry? Join our client, a private equity portfolio company and the world's largest owner and operator of marinas with both domestic and international properties. This fast‑growing organization operates hundreds of marinas across diverse markets and is in a period of significant expansion and scaling. This position reports directly to the FP&A Manager and offers exposure to the EVP of Finance, Regional Vice Presidents, and cross‑functional teams.
What You'll Do:
Lead critical budgeting and forecasting processes
that drive organizational strategy and expansion initiatives across hundreds of marina locations
Conduct comprehensive variance analysis
to identify trends, risks, and opportunities across multiple business units and regional operations
Build and maintain sophisticated financial models
that support executive decision‑making and strategic planning
Prepare and present executive‑level reports and presentations
that translate complex financial data into clear insights for regional vice presidents and department heads
Partner with regional leadership and field finance teams
to analyze performance metrics and support data‑driven business strategies
Drive month‑end and quarter‑end close processes
with focus on accuracy and timeliness
Provide strategic financial analysis
to cross‑functional teams to assist in decision‑making and strategic initiatives
Lead continuous improvement initiatives
of financial forecasting models and budgeting processes to increase efficiency and accuracy
Work closely with the FP&A Manager
to develop and scale the FP&A department as the business grows
Help transform current FP&A functions
into a more mature, standardized operation
What We're Looking For: Experience Requirements:
3‑5 years of FP&A Analyst experience in an enterprise‑level organization
OR 3‑5 years of public accounting experience with strong desire to transition into FP&A
Experience working in or with enterprise‑level businesses in private equity or public company environments with established standardized processes and procedures (ideal)
Experience in private equity‑backed or multi‑site/multi‑location operations (preferred)
Experience working in decentralized operational settings (preferred)
Strong background in financial reporting, budgeting, forecasting, and variance analysis
Bachelor’s degree in Accounting, Finance, or a related field
CPA, CFA, or advanced degree (MBA, Master's in Finance) highly desirable
Technical Skills:
Advanced Excel proficiency : pivot tables, VLOOKUP/XLOOKUP, financial modeling, and advanced formulas
Exposure to or experience with FP&A platforms (Anaplan, Adaptive Insights, Workday Adaptive Planning, or similar software)
Experience with large data sets and financial systems (ERP, CRM); NetSuite knowledge a plus
PowerPoint/presentation software for executive reporting
Comfortable working in a somewhat manual operation with multiple systems , utilizing Excel for analysis while helping to build more automated solutions
What Makes You Stand Out:
Exceptional analytical, organizational, and problem‑solving abilities with keen attention to detail
Excellent communication and presentation skills with ability to explain financial concepts to non‑financial stakeholders
Ability to work under pressure, manage multiple priorities, and meet tight deadlines in a fast‑paced, high‑growth environment
Detail‑oriented with strong commitment to accuracy and continuous improvement
Entrepreneurial mindset
with ability to help build and scale financial processes from the ground level
Proactive approach with eagerness to engage in a growing, fast‑paced, industry‑leading company
Team player who thrives in collaborative environments and takes interest in professional development
Familiarity with the marina industry (a plus)
Why Join Our Client:
Ground Floor Opportunity : Be a critical ground‑level team member helping to transform and mature the FP&A function during a period of significant scaling
Industry Leadership : Work for the world's largest marina owner and operator serving a vibrant boating community across domestic and international properties
Career Growth : Work directly with the FP&A Manager with clear advancement opportunities as the department scales
High‑Impact Role : Your contributions will directly shape the evolution of financial processes and systems
Learning Environment : Gain exposure to sophisticated financial processes across hundreds of locations and learn from highly experienced professionals
Professional Development : Access to professional education and training opportunities
Comprehensive Benefits : Healthcare benefits, 401(k) plan, paid time off (PTO)
Dynamic Culture : Fast‑paced, entrepreneurial environment in an exciting period of expansion
Seniority Level Associate
Employment Type Full‑time
Job Function Finance and Accounting / Auditing
Benefits
Medical insurance
Vision insurance
401(k)
Disability insurance
Job Location Dallas–Fort Worth Metroplex • Dallas, TX
#J-18808-Ljbffr