Manager, Financial Planning & Analysis

Socket.dev; Newport Beach (CA); Hybrid; USD 115,000 - 155,000; Full time

Job summary

Preferred Travel Group is seeking a strategic Manager, Financial Planning & Analysis to guide forecasting, reporting, and performance analysis. The role drives decision making across the organization with trusted financial insights and proactive process improvements.

You’ll collaborate with executives and department leaders to translate complex data into actionable recommendations, shaping the financial direction of the group and supporting long-term growth.

Qualifications

• Advanced Excel skills required and able to learn other software as needed.
• Experience in financial statement analysis and understanding of U.S. GAAP.
• Excellent communication and presentation skills to translate data into insights.

Responsibilities

• Oversee annual budget and quarterly rolling forecast processes.
• Prepare month-end reporting and variance analyses explaining performance.
• Lead presentations for Board meetings and leadership forums.
• Collaborate with departments to provide timely financial insights.
• Support ad hoc modeling, analyses, and special projects.
• Develop and maintain financial reporting dashboards using data tools.

Skills

Advanced Excel

Power BI

Financial analysis

Communication skills

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Power BI

Job description

Who we are:

At Preferred Travel Group, we champion the power of travel to inspire meaningful connections and enrich lives around the world. As a global family of brands and programs representing the finest independent hotels and resorts, we are united by a shared belief in authenticity, collaboration, and the value of independent spirit. Our culture reflects our ideology in action: people first, relationships at the center, and a commitment to creating lasting impact for our partners, our global community, and one another. When you join Preferred, you become part of a purpose-driven organization where ideas are welcomed, growth is encouraged, and your work contributes to shaping the future of travel.

Why this role matters:

We're seeking a strategic, analytical, and business-minded finance professional who is passionate about turning data into insight and helping drive informed decision‑making across the organization. As Manager, Financial Planning & Analysis, you'll play a key role in shaping the financial direction of Preferred Travel Group by leading forecasting, reporting, and performance analysis efforts that support both strategic planning and day‑to‑day operations.

Success in this role looks like

providing trusted financial insights that help guide key business decisions, bringing clarity to complex data, and continuously improving reporting and planning processes. Through strong partnership, accuracy, and a proactive mindset, you'll help leaders make confident decisions that support Preferred's growth and long‑term success.

What you’ll deliver:

• Oversee key processes of the annual budget and quarterly rolling forecast. Participate in strategic reviews of the annual budget and quarterly forecast, and prepare executive / Board-level analytics to support goal setting and performance measurement
• Prepare month‑end financial reporting and variance analyses (Actual v. Budget / Forecast) to explain financial performance and identify underlying business drivers
• Lead the preparation of presentations for Board meetings, monthly / quarterly executive leadership meetings, and various strategic committees
• Collaborate across departments to provide timely financial insights and serve as trusted partner to business leaders
• Support ad hoc financial modeling, analyses, and special projects to support business decisions
• Assist with the development and maintenance of financial reporting and dashboards using data warehouse tools and Power BI
• Partner with Accounting and IT to drive process improvements, including automation, data integrity, and software implementations

What you'll bring:

• Bachelor’s degree in finance, accounting, economics, or related field;
• 5+ years of progressive experience in FP&A, corporate finance, and / or accounting
• Advanced Excel skills required, with ability to learn other software as required
• Experience with financial statement analysis and a strong understanding of U.S. GAAP and corporate finance
• Excellent communication and presentation skills, with the ability to translate complex data into actionable insights
• Familiarity with Power BI or similar reporting tools

What will make you stand out:

• Holding CPA Qualification and or Master’s degree or MBA

Where you’ll thrive:

• You enjoy balancing big‑picture thinking with attention to detail, using data and insight to guide decisions while maintaining high standards of accuracy, organization, and quality.
• You thrive in a fast‑paced environment where priorities shift and multiple projects move forward at once, bringing structure, focus, and follow‑through to everything you do.
• You are comfortable taking ownership and working independently, partnering with leaders across the business to turn complex financial information into clear, actionable recommendations.
• You bring a strategic mindset and a continuous improvement approach, looking for opportunities to streamline processes, enhance reporting, and drive meaningful business results.

Our Working Culture:

With our in‑office philosophy, our associates are expected to be in the office at least three days per week, supporting a healthy balance between in‑person collaboration and flexible remote work. We take pride in our vibrant and inclusive culture, which thrives on meaningful connection, shared purpose, and cross‑functional teamwork. In‑office engagement plays a vital role in fostering spontaneous collaboration, accelerating innovation, and strengthening relationships across teams. It also provides valuable opportunities for mentorship, professional development, and a deeper sense of community.

Please note: While the current expectation is a minimum of three days per week in the office, this may evolve over time in alignment with business needs and our continued commitment to culture‑building.

Disclaimer:

This description reflects the general nature and level of the role. It is not intended to be an exhaustive list of responsibilities or requirements.

Salary:

1150,000 - 155,000, actual compensation within this range will be determined by multiple factors including candidate experience and expertise.