FP&A Analyst, Hospitality & Investment Modeling

Ithaka Hospitality Partners, LLC

Auburn (AL)

On-site

USD 75,000 - 105,000

Full time

14 days+

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Job summary

Ithaka Hospitality Partners, LLC is seeking a Financial Planning & Analysis Analyst to drive financial planning, forecasting, and investment underwriting across hotels, food halls, and related ventures. You will build multi-entity models, consolidate forecasts, and deliver strategic insights to executive leadership.

The role emphasizes sophisticated modeling, budgeting, and performance management, with exposure to real estate/hospitality investments.

Qualifications

3–5 years of experience in financial planning analysis or a related analytical role.
Ability to build sophisticated financial models from scratch and consolidate multiple entities into a unified reporting structure.
Experience supporting annual budgets, forecasts, month-end reporting, and management presentations.
Advanced Excel skills, including complex formulas, dynamic arrays, pivot tables, Power Query, and sound model architecture.
Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
Excellent communication skills and comfort interacting with senior leadership.

Responsibilities

Build, maintain, and stress-test sophisticated multi-driver financial models across corporate entities, operating businesses, development projects, and joint ventures.
Consolidate multiple business units and ownership structures into integrated financial forecasts and reporting packages.
Develop five-year and ten-year pro forma models for hotel, resort, and food hall development opportunities.
Perform sensitivity analyses, scenario planning, and investment return modeling to support strategic decision-making.
Support acquisition, development, and management contract opportunities through financial underwriting and investment analysis.
Lead the annual budgeting process and rolling forecast cycles across business units.
Develop quarterly reforecasts and long-range strategic plans.
Partner with department leaders to gather assumptions, challenge forecasts, and improve financial accountability.
Evaluate labor, operating, and capital spending trends and identify opportunities for improved performance.
Produce monthly management reporting packages and quarterly executive and board presentations.
Analyze actual performance against budget, forecast, and prior-year results.
Identify key business drivers and communicate meaningful insights and recommendations to leadership.
Build and maintain KPI dashboards focused on revenue growth, profitability, labor productivity, cash flow, and operational performance.
Partner with Accounting throughout the month-end closing process.
Validate actual results, reconcile financial data to the general ledger, and ensure reporting accuracy.
Maintain consistency between management reporting and financial statements.
Serve as a finance partner to operations, development, and executive leadership teams.
Support resource allocation, headcount planning, capital investment decisions, and strategic initiatives.
Assist in preparing financial materials for lenders, investors, ownership groups, and joint venture partners.