Senior FP&A Analyst

Senior Financial Planning & Analysis Analyst

Reports To: Manager, FP&A

Join a high-growth, private equity-backed organization as a Senior FP&A Analyst during an exciting period of expansion and transformation. This role serves as a strategic financial partner to Regional Vice Presidents and operational leadership, driving property-level profitability through deep analytical insights across a complex portfolio of locations. You’ll help mature and scale the FP&A function while managing sophisticated budgeting cycles in a fast-paced, results-driven environment.

• Manage the full P&L lifecycle for a complex portfolio of properties, leading monthly financial reviews with Regional Vice Presidents to bridge actual results against Budget/Forecast
• Conduct comprehensive variance analysis to identify trends, risks, and opportunities across multiple business units and regional operations, including seasonal complexities and weather-dependent revenue streams
• Analyze key revenue drivers and profitability metrics to recommend actionable improvements to operations leadership
• Lead Annual Budgeting and Quarterly Reforecasting processes for assigned regions, pressure-testing operational assumptions to align with aggressive growth expectations
• Build and maintain sophisticated financial models supporting executive decision-making, including business cases, labor efficiency studies, ROI analysis, and acquisition integration tracking
• Prepare and present executive-level reports and presentations that translate complex financial data into clear, narrative-driven insights for the C‑Suite and Board

• Serve as a functional lead during the implementation of Enterprise Performance Management (EPM) software, assisting in report design and data validation
• Drive continuous improvement initiatives of financial forecasting models and budgeting processes to increase efficiency and accuracy
• Provide technical guidance and mentorship to Analysts, reviewing their work for accuracy and helping develop their commercial acumen
• Partner with cross-functional teams to support data-driven business strategies and decision-making

• Bachelor’s degree in Finance, Accounting, or Economics
• 3-6 years of progressive experience in FP&A, Corporate Finance, or Investment Banking
• Strong background in financial reporting, budgeting, forecasting, and variance analysis
• Advanced Excel proficiency: pivot tables, VLOOKUP/XLOOKUP, financial modeling, and advanced formulas
• Experience with large data sets and financial systems (ERP, CRM)
• Excellent communication and presentation skills with ability to explain financial concepts to non-financial stakeholders

• MBA, MS in Finance, or CPA
• Experience with EPM/Financial Planning Systems (Anaplan, Adaptive Insights, Workday Adaptive Planning) including implementation or super-user status
• Background in multi-unit retail, real estate (REIT), or hospitality industries
• Experience in private equity-backed or multi-site/multi-location operations
• Experience working in decentralized operational settings
• Net Suite knowledge

• Exceptional analytical, organizational, and problem-solving abilities with keen attention to detail
• Ability to work under pressure, manage multiple priorities, and meet tight deadlines
• Entrepreneurial mindset with ability to help build and scale financial processes
• Proactive approach with eagerness to engage in a fast-paced, high-growth environment
• Team player who thrives in collaborative environments and values professional development

This role operates within a dynamic, private equity-backed environment requiring rapid response times, institutional-grade precision, and the ability to manage competing priorities. High availability is required during critical financial windows (Month-End Close, Annual Budget Cycle, Board Prep), and working evenings or weekends may be necessary as business needs dictate. This is a fully on-site position based in Dallas to foster collaboration and speed.

• Ground floor opportunity to help transform and mature the FP&A function during significant scaling
• Direct exposure to EVP of Finance, Regional Vice Presidents, and cross-functional teams
• Clear advancement opportunities as the department grows
• Access to professional education and training opportunities
• High-impact role where your contributions directly shape financial processes and systems

This range is provided by Colvin Resources Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$95,000.00/yr - $/yr

• Associate

• Full-time

• Finance and Accounting/Auditing