Senior Financial Analyst

The Ritz-Carlton Yacht Collection; Fort Lauderdale (FL); Hybrid; USD 90,000 - 120,000; Full time

Job summary

The Ritz-Carlton Yacht Collection in Florida is seeking a senior financial planning and analysis professional to lead budgeting, forecasting, and analytics for our luxury maritime brand. You will design dashboards, analyze performance, and deliver actionable insights to senior leadership.

This hybrid role requires a Master's in Finance/Accounting, 4+ years in FP&A or revenue reporting, and strong BI skills (Sigma, Power BI, Tableau).

Qualifications

• Master’s degree in Finance, Accounting, Business Analytics, or equivalent experience.
• English fluency required.
• 4+ years of relevant FP&A, revenue reporting, BI experience; travel/hospitality preferred.
• Strong knowledge of forecasting, revenue recognition, and financial reporting.
• Experience building dashboards and reports using BI platforms such as Sigma, Power BI, Tableau.
• SQL experience preferred.
• Advanced Excel skills.
• Experience with ERP/CRM systems (Oracle, SAP, D365, Seaware, Salesforce).
• Strong communication and presentation skills.
• Self-starter, able to work through ambiguity and automate processes.

Responsibilities

• Support budgeting, forecasting, and variance analysis.
• Develop dashboards and KPI reporting for exec use.
• Analyze performance to identify trends and opportunities.
• Create data models for reporting and forecasting.
• Collaborate with IT and stakeholders on data pipelines and datasets.
• Ensure data accuracy and quality for reporting.
• Develop enterprise KPI definitions and reporting standards.
• Prepare ad hoc financial analyses for finance leadership.
• Support strategic initiatives with financial analytics.
• Maintain commission and incentive reporting models.
• Identify opportunities to automate reporting and improve BI.
• Collaborate across Finance, Commercial, Operations and IT.
• Contribute to AI and data innovation initiatives.
• Perform other duties as required.

Skills

Financial analysis

FP&A

Revenue reporting

Business intelligence

Data visualization

SQL

Excel (advanced)

Communication

Presentation skills

Self-management

Education

Master's degree in Finance/Accounting/Business Analytics

4+ years of relevant FP&A experience

English fluency required

Tools

Sigma

Power BI

Tableau

Oracle

SAP

D365

Seaware

Salesforce

Job description

Join the Ritz-Carlton Yacht Collection: Where Every Voyage is a Symphony of Luxury

Embark on an extraordinary journey with the Ritz-Carlton Yacht Collection, an exquisite extension of the renowned Ritz-Carlton brand, dedicated to redefining ultra-luxury hospitality at sea. As a "Lady or Gentleman" of our esteemed team, you'll be entrusted with the art of delivering the impeccable "Gold Standards" that have made the Ritz-Carlton an epitome of excellence across the globe.

The Essence of Excellence: The Gold Standards

The Gold Standards are the bedrock of the Ritz-Carlton experience, setting us apart in the industry and establishing a legacy of unparalleled service. These standards embody the values and culture that define our brand, and serve as the compass guiding our every endeavor.

The Employee Promise

At The Ritz-Carlton, our Ladies & Gentlemen are the most important resource in our service commitment to each other and our guests.

By applying the principles of trust, honesty, respect, integrity, and commitment, we empower and nurture talent to the benefit of each individual and the company.

The Ritz-Carlton fosters a culture where all are valued, quality of life is enhanced, individual aspirations are fulfilled, and The Ritz-Carlton Mystique is strengthened.

Join us on a journey where every day is a testament to the highest standard of luxury and service.

Key Responsibilities

• Support the financial planning and analysis process through budgeting, forecasting, financial modeling, and variance analysis.
• Develop, maintain, and enhance financial and operational dashboards, KPI reporting, and executive presentations to support business decision-making.
• Analyze financial and operational performance to identify key trends, business drivers, risks, and opportunities, providing actionable recommendations to leadership.
• Design, develop, and maintain financial and operational data models to support reporting, forecasting, and commercial analytics.
• Partner with IT and business stakeholders to develop, document, and maintain reporting datasets, data pipelines, and analytical solutions that improve reporting efficiency and data integrity.
• Ensure the accuracy, consistency, and quality of financial and operational data used for reporting and analysis.
• Support the development and maintenance of enterprise KPI definitions, reporting standards, and analytical methodologies.
• Prepare recurring and ad hoc financial analyses, reports, and executive presentations for Finance and senior leadership.
• Support strategic initiatives, business cases, and cross-functional projects through financial and analytical expertise.
• Calculate, validate, and maintain commission, incentive, and other performance-based reporting models.
• Identify opportunities to automate reporting processes, improve analytical capabilities, and enhance data visualization through business intelligence tools.
• Collaborate with Finance, Commercial, Accounting, Operations, and IT to improve reporting processes and deliver actionable business insights.
• Contribute to AI, automation, and data innovation initiatives that enhance Finance's analytical capabilities.
• Perform other duties as required.

Skills And Qualifications

• Master’s degree in Finance, Accounting, Business Analytics, or a related field, or equivalent relevant experience
• English fluency required
• 4+ years of relevant experience in financial analysis, FP&A, revenue reporting, business intelligence, or a related field; travel, hospitality, or leisure industry experience preferred
• Strong understanding of financial planning, forecasting, revenue recognition, and financial reporting principles
• Strong technical aptitude and demonstrated ability to work with large financial, operational, and commercial datasets
• Hands‑on experience building and maintaining dashboards, reports, and analytical tools using BI platforms such as Sigma, Power BI, Tableau, or similar
• Ability to translate business requirements into scalable reporting solutions, including defining metrics, validating data, and developing effective report structures and visualizations
• Working knowledge of data structures, data models, and relational databases; SQL experience preferred
• Ability and willingness to learn and adopt new technologies, including AI-enabled reporting and analytical tools
• Advanced Excel skills
• Experience working with ERP, financial, CRM, or reservation systems such as Oracle, SAP, D365, Seaware, Salesforce, or similar
• Strong communication and presentation skills, with the ability to translate complex financial and analytical concepts for non-financial stakeholders
• Self‑starter who is comfortable working through ambiguity, improving manual processes, and developing creative and scalable solutions
• Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast‑paced environment
• Strong collaboration skills and ability to work effectively across Finance, business, and technology teams

Work Environment

• This is a Hybrid office environment
• Local candidates only

The Ritz-Carlton Yacht Collection is an Equal opportunity, inclusive employer and will consider all applicants for employment with the Company on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.