What are the responsibilities and job description for the Financial Planning & Analysis (FP&A) - Principal position at Philo Ventures?
Financial Planning & Analysis (FP&A) - Principal
Philo Ventures
About Us
Philo Ventures is a dynamic multi-vertical company focused on hospitality acquisitions and operations, real estate development, and a B2B SaaS Studio that incubates early-stage businesses. We're seeking an experienced FP&A Principal to join our team, supporting financial planning and analysis across all business verticals.
Position Overview
The FP&A - Principal will serve as a strategic financial partner to our business verticals, providing critical financial insights, building sophisticated models, and driving financial planning processes. The ideal candidate will combine analytical rigor with business acumen to support decision-making across diverse business models.
Key Responsibilities
Hospitality Vertical Support :
Provide pre-review of monthly P&Ls to identify categorization issues before month-end close
Serve as a financial advisor on operational decisions and budget planning
Perform ad-hoc financial analysis as needed
Real Estate Development Support :
Develop and maintain pro forma models for real estate projects
Lead forecasting and financial analysis for development initiatives, including evaluating cash flow and capex forecast to evaluate financial feasibility of projects
Studio Support :
Create and maintain financial models for incubation projects at various stages
Establish stage-based budgeting frameworks for new ventures
Develop spending visibility reports by project and stage
Support fundraising efforts with financial strategy and investor materials
Cross-Vertical Responsibilities :
Standardize financial reporting across verticals while respecting unique business needs
Identify optimization opportunities across the company's financial processes
Collaborate with accounting, legal, and other shared services teams
Present financial insights to executive leadership
Qualifications
Required :
Bachelor's degree in Finance, Accounting, Economics, or related field
5 years of experience in FP&A, with demonstrated modeling expertise
Advanced Excel skills and proficiency with financial planning software
Experience working across multiple business models / industries
Strong ability to translate complex financial concepts to non-financial stakeholders
Excellent analytical, problem-solving, and communication skills
Preferred :
Ability to be in person in our Lehi, UT offices.
MBA or Master's in Finance
Experience in hospitality, real estate, and / or SaaS financial planning
Knowledge of fundraising processes and investor relations
Certified Financial Analyst (CFA) or similar certification
What We Offer
Opportunity to work across diverse, fast-growing business verticals
Collaborative environment with high visibility to leadership
Competitive compensation package (salary $100K - $130K, profit sharing, medical, dental, vision, unlimited PTO)
Philo Ventures is an equal opportunity employer committed to building a diverse team that represents a variety of backgrounds, perspectives, and skills.
Salary : $100,000 - $130,000
