HOA Financial Planning and Analysis Manager

Capital Vacations; Myrtle Beach, Northern (SC, KY); On-site; USD 110,000 - 140,000; Full time

Job summary

Capital Vacations seeks an HOA Financial Planning and Analysis Manager to lead FP&A for our portfolio of 200+ managed resorts in Myrtle Beach. You will own budgeting, forecasting, and ERP integration, while guiding a small team within the Operations Finance domain.

Ideal candidates have 5+ years in budgeting/forecasting, strong communication skills, and experience with multi-site operations or HOA management. This on-site role sits at our Myrtle Beach Operations Corporate Center.

Qualifications

• Bachelor’s degree in accounting, finance, systems or equivalent with FAS compliance.
• Minimum five years in budgeting, forecasting, bookkeeping and ERP systems.
• Strong communication across Operational and Accounting leadership levels.
• Experience with large multi-site operations.
• Record of developing and mentoring staff.
• Timeshare or HOA management experience preferred.

Responsibilities

• Oversee FP&A processes for 200+ Managed Resorts portfolio.
• Maintain and enhance the resort budget template.
• Train users on the budgeting tool and load historical data.
• Support template users and correct errors as needed.
• Collaborate with Operations during budget preparation and reviews.
• Forecasting: maintain and enhance forecasting processes and reports; load data into Acumatica; manage data ledger.

Skills

Budgeting

Forecasting

Leadership

Communication

Multi-site ops

Team development

Education

Bachelor's degree in accounting/finance/systems

Tools

Acumatica

Sage 500

Job description

HOA Financial Planning and Analysis Manager

Myrtle Beach, South Carolina · Operations Corporate Center · Resort Operations-Acct

Job Description

This position is responsible for direct oversight of all Financial Planning & Analysis (FP&A) processes for our entire portfolio of 200+ Managed Resorts.

Annual Budget

• Maintain and enhance our proprietary resort budget template
• Train new users on the template
• Load historical data harvested from Acumatica, Sage 500, etc. onto the budget template
• Supporting users on the template which may include correcting user errors
• Partner with Operations during the preparation of their budgets
• Participating in budget reviews with Senior Leadership

Monthly/recurring Forecasting

• Maintain and enhance our current forecasting process
• Maintain our current custom forecasting reports
• Develop new custom reporting as needed
• Load forecast data into Acumatica for reporting purposes
• Maintain our statistical data ledger in Acumatica

Direct oversight of at least one Associate

All other duties as requested and assigned by leadership.

Additional Comments

• Bachelor’s degree in accounting, finance, systems or equivalent combination of education and experience with Financial Accounting Standards.
• Five years of hands‑on experience in budgeting, forecasting, bookkeeping, accounting and ERP Systems
• Strong communication skills and the ability to communicate effectively with all levels of Operational & Accounting leadership
• Experience with large multi‑site operations
• Proven track record of developing team members
• Managed Timeshare or HOA experience preferred