Financial Planning Analyst

Hotel Management and Consulting, Inc.; Kansas City (MO); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

DailyPay Access

Medical, Dental, Vision Benefits

Paid Time Off

Employee Assistance Program

Career Growth

Job summary

Hotel Management & Consulting is seeking a Financial Planning Analyst to join our Overland Park, KS office. This role focuses on providing critical financial insights, analysis, and recommendations to optimize spending and improve the company’s financial health, with proficiency in Excel and PowerBI.

The ideal candidate will have strong experience in budgeting, forecasting, P&L review, and creating pro forma models, and will collaborate with regional managers to drive financial performance.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics or a related field.
• Experience budgeting, forecasting, and profit and loss reporting.
• Proficient in Excel and PowerBI; able to translate data into actionable insights.
• Basic familiarity with AI tools; willingness to research/learn new tools.

Responsibilities

• Analyze financial data and trends, providing actionable insights and recommendations for optimizing hotel cost expenditures.
• Review monthly P&L statements with regional managers to understand property performance.
• Collaborate with regional managers to identify and track operational issues affecting financial results.
• Generate regular reports detailing financial results, trends, and metrics for client presentations.
• Develop and automate financial reports and processes.
• Assist in developing annual property budgets and ad hoc budgets for new properties.
• Prepare pro forma financial models to evaluate new opportunities.
• Provide ad hoc financial reporting and support for internal teams.
• Identify opportunities to utilize and drive AI implementation within the business.
• Create financial models, reports, and dashboards using Excel and PowerBI.

Skills

Financial analysis

Budgeting

Forecasting

P&L review

Excel

PowerBI

Education

Bachelor's Degree in Finance/Accounting/Economics

Tools

Excel

PowerBI

Job description

About the Role

Hotel Management & Consulting is seeking a Financial Planning Analyst to join our team based out of our Overland Park, KS office. This role will focus on providing critical financial insights, analysis, and recommendations to optimize spending and improve the financial health of the company, driving results across the board. The ideal candidate will have strong experience in financial analysis, P&L review, budgeting, and forecasting, with proficiency in Excel and PowerBI.

Our Culture

We believe in a performance-based culture where hard work is balanced with respect for personal life. We offer equal opportunity and advancement based on merit, and operate with a small, efficient team of hospitality professionals.

• Salary: Dependent on experience, $60,000.00 - $70,000.00.
• DailyPay Access: Flexible pay options to access your earnings when you need them.
• Benefits: Offering medical, dental, and vision benefits in addition to the company’s paid time off benefit for full-time employees.
• Employee Assistance Program: Complementary benefit provided to all employees to assist with personal or work-related concerns.
• Career Growth: Opportunities for advancement within the company for dedicated employees.

Primary Duties

• Analyze financial data and trends, providing actionable insights and recommendations for optimizing hotel cost expenditures.
• Review monthly P&L statements with regional managers to gain in-depth knowledge of property financial performance.
• Team with regional managers to identify and track operational issues critical to achieving successful financial performance.
• Generate regular reports detailing financial results, trends, and key metrics for client level presentations.
• Identify opportunities to improve and automate current financial reports and processes.
• Assist in developing annual property budgets and ad hoc budgets for new properties.
• Prepare pro forma financial models to evaluate the financial impact of new hotel opportunities.
• Provide ad hoc financial reporting and support for internal operations and accounting teams.
• Identify opportunities to utilize and drive implementation of AI within the business.
• Utilize Excel and PowerBI to create financial models, reports, and dashboards.

Preferred Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics or a related field
• Experience budgeting, forecasting, and profit and loss reporting
• Proficient computer skills including expert in Excel and PowerBI (or other data visualization tools)
• Basic understanding of AI tool capabilities; willingness to research/learn new tools.
• Excellent organizational, time management, and problem-solving abilities.
• Effective oral and written communication skills.

Physical Requirements

• Frequently required to sit, stand, talk and hear.
• This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Legal Statements

Hotel Management and Consulting, Inc. reserves the right to modify, change, or apply this job description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at will”. These job requirements are subject to change to reasonably accommodate qualified disabled individuals.

Equal employment opportunities (EEO) to all employees and applicants are provided without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability (physical or mental), political affiliation, military status, or other non-merit-based factors.

We comply with applicable federal, state, and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, job transfer, leaves of absence, compensation, and training. In the event of a favorable hiring decision, we participate in E-Verify.

Any form of unlawful harassment of employees or applications for reasons based on race, color, religion, gender identity, sexual orientation, national origin, age, disability, or veteran status is strictly prohibited. Improper interference with the ability of employees to perform their expected job duties is not tolerated. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. We are a Drug Free workplace.