Financial Planning & Analysis Analyst

Pinnacle Live•Arlington Heights, IL

37d•Onsite

About The Position

Pinnacle Live is a premium, in-house AV partner that elevates live event expectations for people and venues. They provide bespoke AV solutions for in-person, virtual, and hybrid meetings and live events, empowering their team to tackle tough challenges and deliver unforgettable hospitality and live event experiences. The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. This role involves collaborating with various departments to identify positive ROI and revenue opportunities, contributing to overall company direction and growth, and serving as a partner to members of matrix organizational structures to provide cross-functional analysis and advise effectively across different stakeholders.

Requirements

Strong financial modeling and analytical skills, with proficiency in Excel and financial planning tools (i.e. Power BI or similar).
Excellent verbal and written communication skills.
Ability to tailor messages to both finance and non-finance stakeholders.
Excellent interpersonal, negotiation, and conflict resolution skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Strong analytical and critical thinking skills.
Ability to prioritize tasks and to delegate them when appropriate.
Ability to act with integrity, professionalism, and confidentiality.
Results driven; ability to work with little or no direction; highly autonomous; ability to maintain confidentiality.
Possess the ability to think strategically and conceptually, as well as possess the detail orientation necessary to effectively implement plans.
Strive for effective communication that results in teamwork, shared knowledge and ideas.
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum 5-7 years of experience in Finance-related role.

Nice To Haves

Experience with NetSuite preferred.
Experience working within a multi-site and/or matrix environment preferred.
CPA/CFA preferred.

Responsibilities

Develop relevant key performance metrics which will serve as basis for sound business decisions.
Provide variance analysis between actual results, forecasts, and budgets, explaining the key business driver.
Collaborate with regional and local leaders to make recommendations on annual venue budgets and staffing levels, including identifying needs for additional headcount or reductions in force and researching market-driven factors.
Provide decision support to Asset Management on capital investments, utilization, resource allocation, and strategic initiatives.
Develop ad-hoc new business proformas and other financial analyses and monitor general financial risk.
Build and maintain dynamic financial models to assess business scenarios, growth strategies and cost optimization opportunities.
Review P&L performance with regional leaders to identify efficiencies and opportunities to increase revenue and revenue streams.
Analyze pricing and discounting strategies.
Assist underperforming sites identify challenges, and work with Sales and operations leaders on corrective actions.
Segment across overall company, regional and local site P&Ls to measure profitability and performance to budget.
Highlight improvement opportunities along with potential threats and provide answers and guidance to leaders as needed.
When necessary, review individual event profitability to identify irregularities and emerging issues or trends to proactively mitigate risks.
Serve as the bridge between Operations and Finance.
Streamline and standardize reporting tools, dashboards, and processes across functions; partner with IT and other departments to enhance data accuracy and reporting efficiency.
Support, test and collaborate on enterprise-wide initiatives, including new technology or systems to enhance data and reporting.
Extend expertise to on-site leaders who do not have a financial background to run their locations in the most efficient and profitable manner.
Analyze cash flow and operating expense levels to help guide business decisions.
Responsible for accurate internal financial and KPI reports and analysis of all financial-related information.
Perform other duties assigned.