Senior FP&A Analyst (1B+ in Revenue) - Daley and Associates

Senior Financial Analyst - Boston, MA - Travel Agency

A leading global enterprise providing international vacations for Americans aged 50 and older doing over a 1B in revenue is looking to hire a Director of FP&A to their growing team. The Senior Financial Analyst will play a pivotal role in elevating the Financial Planning & Analysis Team by spearheading the delivery of comprehensive weekly, monthly, and quarterly financial reports and analyses. This individual will not only manage ad-hoc financial reporting and analytical requests but more importantly serve as a key financial partner to our Brand Marketing Team. By meticulously analyzing business trends and pinpointing the most significant opportunities and challenges based on their impact on the Profit & Loss (P&L) statement—including factors such as sales, profit margins, cost management, customer acquisition expenses, and product performance—this role is crucial in guiding strategic decisions and enhancing financial excellence across the organization.

Responsibilities:

• Partner with Brand Marketing leaders to drive and support actions to beat annual financial plan.

• Leverage analysis of Direct Sales Metrics to Identify Top Opportunities and Risks, recommend and quantify actions to improve Direct Sales P&L.

• Attend Weekly Marketing and Revenue Management meetings; provide P&L and KPI updates with a focus on results vs financial plan and current action plan.

• Develop and Provide Weekly/Monthly Reporting for Brand Performance, including each of the Other Income items.

• Responsible for supporting P&L reporting; annual planning, monthly forecast updates including actual vs plan results and validation of actuals to GL.

• Support the monthly P&L forecast process that includes producing reports and bridges that reconcile between estimates/plan.

• Participate in the annual budgeting and strategic planning process

• Work with operational leaders to improve the operations and business.

• Ad hoc analysis of P&L changes/variance

Requirements:

• 4+ years of Finance Experience · Financial Planning, Forecasting, and Analysis experience a plus.

• Must be both a strong team & independent player who thrives in a fast paced working environment.

• Must have strong Excel knowledge.

• Strong Analytical skills required.

• Proven ability to manage multiple projects and deliverables.

• Strong written and verbal communication skills along with evidenced ability to work well with business partners.

• Curiosity and strong critical thinking skills, including the ability to identify and summarize key points.

• Developed prioritization skills and ability to balance both short-term and long-term objectives.

• History of working cross functionally and building positive relationships with people and teams across a diverse organization.

• Ability to liaison with multiple departments.

Not required but a plus:

• SQL

• Essbase

• Tableau

• Bachelor’s degree required

This role is a full time hybrid opportunity (3 days in 2 at home) that will offer up to $120K on a base salary, bonus, and great benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com