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WATG and Wimberly Interiors

Financial Planning & Analysis Manager

WATG and Wimberly Interiors, Kenmore, New York, United States

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Financial Planning & Analysis Manager Company:

WATG and Wimberly Interiors

Location(s):

Dallas, Los Angeles, Tustin, or New York

WATG is the world’s preeminent destination and hospitality design firm, employee‑owned, with over 500 professionals worldwide, and offices in Atlantic City, California, Dallas, New York, Honolulu, London, Singapore, and Shanghai. WATG specializes in hospitality, gaming & entertainment, urban & mixed‑use, and high‑end residential design through its interior design studio Wimberly Interiors.

About the Role:

The Financial Planning & Analysis (FP&A) Manager works closely with senior management to increase WATG’s efficiency and profitability by assisting with the formulation of medium and long‑term financial and strategic plans. The FP&A Manager implements, develops, and provides commercial financial analysis on KPIs, giving data‑driven insights to aid in decision making.

Responsibilities

Leads the preparation of budgets and forecasts, reporting out results, and acting as the analytical engine for the firm

Works with senior leaders to build annual budgets and forecasts

Evaluates previous budgets and expenditures to develop and implement future budgets

Analyzes financial information to determine present and future financial performance

Produces models to project long‑term growth and determine factors that might impact the business

Researches and delivers competitor data, market trends and associated analysis to the leadership team

Analyzes actual performance trends, competitive benchmarking, and modeling to develop insights into the company’s performance

Analyzes financial and operational results to better understand company performance and recommend cost‑saving or profit‑generating opportunities and profitability improvement strategies

Communicates to senior management the reasons behind the company, sector, office performance results

Supports regional plans to ensure alignment with the firm’s strategy

Partners with stakeholders and assists in developing, communicating, and achieving of an operation plan

Provides detailed analysis and observations on cost‑center results

Reviews operations and recommends new productivity or cost‑saving initiatives

Identifies business process improvement opportunities, develops solution options, engages with management and stakeholders to align on decisions, implements approved plans, and revises procedures to reflect changes

Communicates results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations

Provides insights to senior management around financial modelling, forecasts and profitability

Prepares business cases to support new investment, strategic and other business decisions

Completes ad hoc reports or analysis in support of M&A activities, board reports, and special projects, and supports the preparation of various presentations for senior management and the executive teams

Utilizes BI tools to deliver meaningful insights into business performance, and creates new reporting and streamlines existing reporting processes

Qualifications

Bachelor’s degree in accounting, finance, or related field

10+ years of progressive experience in accounting and business financial analysis in a mid‑sized professional services organization

Significant analytical skillset, including the utilization of BI and reporting tools

Strong quantitative abilities

Able to solve complex problems

Excellent communication skills with the ability to build relationships

Strong influencing and interpersonal skills

High level of commercial and business acumen

Knowledge of business and management principles

Advanced computer software skills, especially in Excel and accounting systems

Strong knowledge of Enterprise Resource Systems software

Able to establish credibility and be decisive when supporting company goals and objectives

Please include a copy of your resume to be considered for this position.

Equal Opportunity Employer

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Finance and Sales

Industries Architecture and Planning

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