Financial Planning & Analysis Lead
AmaWaterways, LLC•Calabasas, CA
•$170,000 - $190,000
About The Position
The FP&A Lead plays a critical role in driving financial planning, forecasting, and strategic decision support across AmaWaterways. This role partners closely with executive leadership and cross-functional teams to provide data-driven insights that guide business performance, optimize resource allocation, and support long-term growth initiatives. The ideal candidate brings a strong analytical mindset, business acumen, and the ability to translate financial data into actionable recommendations.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA preferred)
- 7+ years of progressive experience in FP&A, corporate finance, or related roles
- Strong financial modeling, forecasting, and analytical skills
- Experience working in a dynamic, fast-paced environment with evolving priorities
- Proficiency in financial systems and tools (e.g., Excel, ERP systems, BI tools such as Power BI/Tableau)
- Excellent communication and presentation skills with the ability to influence senior stakeholders
- Strong attention to detail with a commitment to accuracy and quality
Nice To Haves
- Experience in travel, hospitality, or consumer-facing industries is a plus
Responsibilities
- Lead the annual budgeting, quarterly forecasting, and long-range planning processes across the organization
- Develop and maintain financial models to support strategic initiatives, scenario planning, and investment decisions
- Analyze financial performance, identify trends and variances, and provide actionable insights to senior leadership
- Partner with business leaders to understand operational drivers and ensure alignment with financial goals
- Prepare executive-level reporting packages including dashboards, KPIs, and board presentations
- Drive continuous improvement in FP&A processes, systems, and reporting capabilities, including automation and data integration initiatives
- Enhance data-driven decision making by leveraging financial and operational data to support strategic priorities
- Collaborate with Accounting to ensure alignment between financial planning and reporting
- Support capital allocation decisions, pricing strategies, and business case evaluations
- Develop and mentor junior finance team members (if applicable), fostering a high-performance and collaborative environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
