Financial Planning and Analysis Manager

White Lodging; Merrillville (IN); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off (PTO) with rollover

Discounts on hotel rooms, dining and旅行

Leadership development & tuition-reimb

Job summary

White Lodging is seeking a Financial Planning & Analysis Manager to join the FP&A team at the White Lodging corporate office in Merrillville, IN, supporting hotel and corporate profitability across a portfolio generating approximately $1.5 billion in annual revenue.

In this hybrid FP&A role, with three days per week in the corporate office, you will execute budgeting and forecasting, deliver financial reporting and analysis, and provide technical support for IBM Planning Analytics (TM1).

Qualifications

• Bachelor's degree in Finance, Accounting, Hospitality, or related field.
• 3+ years of FP&A, accounting, or finance experience.
• Experience with IBM Planning Analytics (TM1) or a comparable planning system.
• Strong Excel skills and ability to develop dashboards in Power BI or Tableau.

Responsibilities

• Support the annual budget and monthly long-range forecast processes with variance analysis.
• Maintain forecast calendars and communicate changes to stakeholders.
• Prepare monthly/annual reporting for ownership groups and senior leadership.
• Develop dashboards and data visualizations in Power BI and Tableau.

Skills

Advanced Excel

Power BI

Tableau

Communication

Attention to detail

Confidentiality

Education

Bachelor's degree in Finance/Accounting/Hospitality

Tools

IBM Planning Analytics TM1

Excel VBA

Power BI

Tableau

Job description

Who We Are

Join White Lodging — a hospitality company developing and operating award-winning, premium-brand hotels, rooftop bars, and restaurants in top U.S. cities. We know that the hospitality business, like life, is about how you make people feel. With a growing portfolio of premium brands across the country's best markets, White Lodging offers a dynamic environment where talent thrives and careers are built.

Description

Who We Are

Join White Lodging — a hospitality company developing and operating award-winning, premium-brand hotels, rooftop bars, and restaurants in top U.S. cities. We know that the hospitality business, like life, is about how you make people feel. With a growing portfolio of premium brands across the country's best markets, White Lodging offers a dynamic environment where talent thrives and careers are built.

We are seeking a Financial Planning & Analysis Manager to join the FP&A team at the White Lodging corporate office in Merrillville, IN, supporting hotel and corporate profitability across a portfolio generating approximately $1.5 billion in annual revenue. In this hybrid FP&A role, with three days per week in the corporate office, you will execute budgeting and forecasting, deliver financial reporting and analysis, and provide technical support for IBM Planning Analytics (TM1). The ideal candidate has a bachelor's degree in Finance, Accounting, or Hospitality, 3+ years of FP&A, accounting, or finance experience, advanced Excel skills, and a talent for communicating clearly with hotel and corporate leadership. If you are looking for FP&A Manager, financial analyst, or hospitality finance jobs with a growth-oriented hospitality company, this is your next move with White Lodging.

What You Can Look Forward To

• Benefits — starting day 1
• Medical, dental, and vision insurance
• Life and disability insurance
• Paid parental leave
• Employee Assistance Program (EAP)
• 401(k) with company match
• Paid time off (PTO) with rollover
• Complimentary wellness tools
• Unlimited employee referral bonuses
• Leadership development & tuition reimbursement
• Discounts on hotel rooms, dining, and travel
• Growth opportunities across multiple hotel properties

What You'll Do

Planning & Reporting

• Support the annual budget and monthly long-range forecast (LRF) processes, ensuring accuracy, timeliness, and meaningful variance analysis
• Maintain the forecast and budget calendars and communicate with relevant parties; assist the Director and VP of FP&A with planning and execution of the annual budget calendar
• Update owners and other key stakeholders on forecast changes per established schedules, and maintain good communication on forecast submissions
• Maintain budget reports and templates; participate in budget reviews and corrections; prepare budget reports and submissions within required timeframes
• Complete monthly, annual, and ad-hoc reporting for ownership groups and senior leadership; conduct financial statement analysis and translate findings into clear operational recommendations
• Benchmark asset-level financial performance against internal portfolio standards and external hospitality industry data; identify performance opportunities and collaborate with key stakeholders to solve
• Support the capital budget process as needed

Openings & Preopening

• Assist with preopening budgets: update the budget in TM1 once approved and participate in openings calls as needed
• Assist with stub budget preparation for new openings, including helping GMs preload relevant budget data and prepare key stub budget reports
• Assist with preparation of presentation materials as needed

Systems & Technology

• Serve as backup administrator of IBM Planning Analytics (TM1); navigate, troubleshoot, and reprogram the system when needed, including cubes, dimensions, and TurboIntegrator processes
• Maintain and update reports in TM1, including rolling reports forward for a new year; create new reporting or enhance legacy reporting to improve the value of business reports
• Develop dashboards and data visualizations in Power BI and/or Tableau, partnering with BI and IT to build scalable solutions
• Support user training and onboarding for Planning Analytics users across the portfolio
• Respond to GM / RVP inquiries about reports in a timely manner
• Proactively identify and develop strategies to address evolving business requirements

AI & Innovation

• Help evaluate, pilot, and use AI-powered workflows (such as anomaly detection, automated variance narratives, and scenario modeling) and follow team best practices for responsible AI use

Labor & Workforce Management

• Support administration of the portfolio's workforce management (WFM) platform and the monthly performance-to-standard analyses; communicate trends, savings opportunities, and corrective actions to RVPs, GMs, and key stakeholders

Partnership & Continuous Improvement

• Actively support hotel leaders with budget-related queries; assist RVPs / GMs as needed and appropriate
• Initiate proposals for improvements and enhancements to processes, reports, or systems; actively look for ways to add value to the organization
• Communicate effectively with hotel and key leadership; add value by communicating and executing key strategic plans

Competencies

• Creating a Service Reputation
• Inspiring Excellence
• Guiding Team Success
• Building Talent
• Driving Execution
• Strategic Planning

Skills

• Advanced proficiency in Microsoft Excel and a strong user of all Microsoft Office applications
• Technical aptitude with computer systems; hands‑on experience with IBM Planning Analytics (TM1) preferred
• Proficiency in Power BI and/or Tableau, including dashboard development
• Strong understanding of accounting principles, hotel financial statements (USALI), and hospitality financial operations
• Excellent written and verbal communication skills
• Familiarity with AI tools such as Claude or similar platforms is a plus
• High attention to detail, integrity, and ability to maintain confidentiality

Required Qualifications

• Bachelor's degree in Finance, Accounting, Hospitality, or a related field
• 3+ years of FP&A, accounting, or finance experience
• Experience with IBM Planning Analytics (TM1) or a comparable planning system

Preferred Qualifications

• Experience in hospitality finance, hotel operations, or multi-site, distributed operational environments
• Excel VBA experience
• Experience building financial dashboards in Power BI and/or Tableau
• Experience with workforce management systems and labor planning
• Familiarity with AI-assisted forecasting or automation tools

Working Conditions

• Hybrid work schedule with 3 days in the Corporate office per week
• Combination of desk-based analytical work and hands‑on systems administration activity
• Periodic travel may be required to support openings, system deployments, or critical initiatives

White Lodging is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all associates.