Analyst - Financial Planning

Morongo Casino Resort and Spa-posted 1 day ago

Full-time • Entry Level

Cabazon, CA

1,001-5,000 employees

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The Financial Planning Analyst supports Morongo Casino Resort & Spa’s financial decision-making through detailed data analysis and business reporting. Under the supervision of the Manager of Financial Planning & Analysis, this role is responsible for retrieving, organizing, and analyzing operational and financial data using query tools and Excel. The Analyst delivers actionable insights and collaborates across departments to improve performance and support strategic initiatives.

Extracts and analyzes data from AS400 and Oracle using Tableau and other querying tools to support financial reporting needs.
Prepares financial reports, dashboards, and performance metrics as directed by the Manager of Financial Planning & Analysis.
Assists in the creation and delivery of presentations that communicate trends, forecasts, and business insights.
Ensures data accuracy, consistency, and integrity in all analysis and reporting deliverables.
Partners with internal departments to collect relevant data and identify areas of improvement to enhance financial performance.
Develops and distributes ad hoc reports for special projects or operational reviews.
Maintains working knowledge of core business and financial principles, including profit/loss, variance analysis, and trend recognition.
Performs other duties as assigned to support the overall success of the Financial Planning & Analysis function.

Knowledgeable in the safe use of cleaning chemicals and custodial equipment.
Demonstrates strong interpersonal communication and professional behavior with guests and coworkers.
Displays sound judgment, reliability, and integrity in daily responsibilities.
Committed to delivering exceptional guest service in a clean and well-maintained environment.
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
Minimum of 2 years of experience in financial planning and analysis, budgeting, or related finance roles.
Strong analytical and quantitative skills with experience in financial modeling, forecasting, and variance analysis.
Skilled in SQL and relational database design; with advanced use of data visualization platforms including Tableau, Power BI, and Cognos.
Proficiency in Excel and financial reporting tools; experience with ERP systems (e.g., Oracle, SAP, UKG Pro, or similar) preferred.
Familiarity with key financial metrics and performance indicators.
Must be able to read and interpret documents in English, such as instructions, guidelines, policies, and procedures.
Must also be able to communicate clearly and effectively with team members, management, and guests .
Must have successfully completed a background check and obtained a gaming license issued by the Morongo Gaming Agency, as required.

MBA or progress toward a professional designation (e.g., CFA, CPA) is a plus.
Experience in a high-volume, fast-paced environment or hospitality/gaming industry preferred.

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Analyst - Financial Planning

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