Financial Planning & Analysis Manager

WATG•Dallas, TX

2d•Onsite

About The Position

WATG is the world’s preeminent destination and hospitality design firm. We are employee-owned, home to more than 500 professionals globally, located remotely and in our offices in Atlantic City, California, Dallas, New York, Honolulu, London, Singapore, and Shanghai. Our approach to design applies a hospitality ethos to the development of all shapes and sizes. From initial feasibility studies to finishing touches, we operate globally as an integrated, multidisciplinary practice. Along with our interior design studio, Wimberly Interiors , we specialize in hospitality, gaming + entertainment, urban + mixed-use, and high-end residential design. We were founded in Honolulu in 1945, and the spirit of the islands taught us to focus on community strength, self-reliance, and sustainability – which we still prioritize today. We passionately believe that culture and heritage are the roots that lead to long-term resilience. We stay true to our values of designing spaces that respect, protect, and enhance the natural magic of their surroundings while delivering long-term value for our clients and their communities. WATG is hiring a Financial Planning & Analysis Manager for our office in Dallas. ROLE The Financial Planning & Analysis (FP&A) Manager works closely with senior management to increase WATG’s efficiency and profitability by assisting with the formulation of medium and long-term financial and strategic plans. The FP&A Manager implements, develops, and provides commercial financial analysis on KPIs giving data driven insights to aid in decision making.

Requirements

Bachelor’s degree in accounting, finance, or related field
10+ years of progressive experience in accounting and business financial analysis in a mid-sized professional services organization
Significant analytical skillset, including the utilization of BI and reporting tools
Strong quantitative abilities
Able to solve complex problems
Excellent communication skills with the ability to build relationships
Strong influencing and interpersonal skills
High level of commercial and business acumen
Knowledge of business and management principles
Advanced computer software skills, especially in Excel and accounting systems
Strong knowledge of Enterprise Resource Systems software
Able to establish credibility and be decisive when supporting company goals and objectives

Responsibilities

Leads the preparation of budgets and forecasts, reporting out results, and acting as the analytical engine for the firm
Works with senior leaders to build annual budgets and forecasts
Evaluates previous budgets and expenditures to develop and implement future budgets
Analyzes financial information to determine present and future financial performance
Produces models to project long-term growth and determine factors that might impact the business
Researches and delivers competitor data, market trends and associated analysis to the leadership team
Analyzes actual performance trends, competitive benchmarking, and modeling to develop insights into the company’s performance
Analyzes financial and operational results to better understand company performance and recommend cost-saving or profit-generating opportunities and profitability improvement strategies
Communicates to senior management the reasons behind the company, sector, office performance results
Supports regional plans to ensure alignment with the firm’s strategy
Partners with stakeholders and assists in developing, communicating, and achieving of an operation plan
Provides detailed analysis and observations on cost-center results
Reviews operations and recommends new productivity or cost-saving initiatives
Identifies business process improvement opportunities, develops solution options, engages with management and stakeholders to align on decisions, implements approved plans, and revises procedures to reflect changes
Communicates results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining of operations
Provides insights to senior management around financial modelling, forecasts and profitability
Prepares business cases to support new investment, strategic and other business decisions
Completes ad hoc reports or analysis in support of M&A activities, board reports, and special projects, and supports the preparation of various presentations for senior management and the executive teams
Utilizes BI tools to deliver meaningful insights into business performance, and creates new reporting and streamlines existing reporting processes