Financial Planning and Analysis Manager

Belcrest Vacations; Cincinnati (OH); On-site; USD 125,000 - 135,000; Full time

Job summary

Belcrest Vacations is seeking an experienced FP&A leader to build the company’s financial planning function from the ground up. You will partner with the CFO and executive team to shape budgeting, forecasting, and strategic analysis for a growing portfolio of companies.

As the first dedicated FP&A hire, you’ll own models, rolling forecasts, and KPI reporting while visiting operating companies and collaborating with General Managers to drive actionable insights.

Qualifications

• Experience leading budgeting, forecasting, and financial planning processes.
• Advanced Excel and financial modeling skills.
• Comfortable working with imperfect data and creating structure where processes are still being built.
• Experience partnering with operational leaders to drive business decisions.
• Ability to build processes in a fast growing, evolving environment where priorities shift quickly.
• Strong communication and relationship building skills.

Responsibilities

• Build and own the company's budgeting and forecasting processes.
• Develop financial models, rolling forecasts, and executive reporting that support strategic decision making.
• Lead the annual budgeting process across a growing portfolio of operating companies.
• Partner directly with General Managers to analyze performance and provide actionable financial insights.
• Help integrate newly acquired businesses into standardized budgeting, forecasting, and KPI reporting.

Skills

Budgeting

Forecasting

Excel modeling

Stakeholder partnering

Process building

Communication

Tools

Excel

Job description

Manager, Financial Planning & Analysis (FP&A)

Compensation: $125,000 to $135,000 base salary plus a 15% annual bonus

Travel: Approximately 10%

Build something from the ground up.

Belcrest Vacations is looking for an experienced FP&A professional who wants more than another reporting role. As our first dedicated FP&A hire, you'll build the company's financial planning function from the ground up while partnering directly with executive leadership during an exciting period of growth.

You’ll have the opportunity to shape how financial planning supports a rapidly growing portfolio of companies from day one.

What You’ll Do

Working closely with the CFO, Controller, and business leaders, you’ll:

• Build and own the company's budgeting and forecasting processes.
• Develop financial models, rolling forecasts, and executive reporting that support strategic decision making.
• Lead the annual budgeting process across a growing portfolio of operating companies.
• Partner directly with General Managers to analyze performance and provide actionable financial insights.
• Help integrate newly acquired businesses into standardized budgeting, forecasting, and KPI reporting.

You’ll also have the opportunity to visit operating companies throughout the year (approximately 10% travel). While travel is occasional, these visits help you better understand the business, build relationships with local leadership, and bring greater context to your financial analysis.

What Makes This Opportunity Different

This is a highly visible role with direct exposure to the CFO, executive leadership, operating company leaders, and private equity partners. Your work won’t sit in a spreadsheet. Your analysis will directly influence business decisions across a growing portfolio of companies.

We’re looking for someone who’s comfortable with ambiguity, enjoys solving problems, and isn’t afraid to roll up their sleeves to build processes where none currently exist. Success in this role comes from curiosity, collaboration, and the ability to turn financial data into recommendations that leaders can confidently act on.

What We’re Looking For

• Experience leading budgeting, forecasting, and financial planning processes.
• Advanced Excel and financial modeling skills.
• Comfortable working with imperfect data and creating structure where processes are still being built.
• Experience partnering with operational leaders to drive business decisions.
• Ability to build processes in a fast growing, evolving environment where priorities shift quickly.
• Strong communication and relationship building skills.

Experience supporting private equity backed organizations, service based businesses, hospitality, or vacation rentals is a plus, but not required.

If you’re looking for an opportunity where you can make a visible impact, build a finance function from the ground up, and grow alongside a rapidly expanding organization, we’d love to hear from you.