Build and formalize a structured monthly reporting package including full financial statements and department-level Budget versus Actual reports
Partner with department leaders to extract operational data and standardize reporting workflows
Develop scenario models to guide pricing, membership, and program decisions
Provide board-ready financial presentations and insights
Manage multi-year capital expenditure budgets
Oversee project-level cash flow tracking and variance analysis
Review vendor contracts and monitor milestone-based spending
Maintain a rolling 13-week cash flow forecast to ensure liquidity planning
Maintain audit-ready financial records and oversee tax compliance coordination
Monitor loan covenant compliance and lender reporting requirements
Serve as internal systems lead for club management and accounting software
Improve data integrity across POS and accounting systems
Identify and automate manual reconciliation processes
Lead annual insurance renewal processes
Partner with brokers to evaluate coverage and cost impact
Analyze premium shifts and their effect on the operating budget

5+ years of experience in strategic finance or FP&A
Experience in recurring revenue environments such as membership models, subscriptions, SaaS, or similar
Advanced Excel and financial modeling expertise
Strong understanding of three-statement financial reporting
Experience building financial systems or reporting infrastructure from scratch
Ability to translate operational data into executive-level insights
Strong written and verbal communication skills
Comfort presenting to senior leadership or board-level stakeholders

Financial Analyst

Key skills