Financial Planning and Analysis Analyst

Location: Nashville, TN (in-office)

Department: Financial Planning & Analysis

Reports To: Manager, FP&A

Job Description:

We are seeking a highly motivated and detail-oriented FP&A (Financial Planning & Analysis) Analyst to join our dynamic finance team. This role is critical to the organization’s financial planning, reporting, and analysis activities, with a focus on budgeting, monthly reforecasting, variance analysis, payroll reporting, and the maintenance and innovation of financial reporting tools. You will be a key contributor to the business’ financial decision-making process and will collaborate across various departments and teams to ensure accurate and insightful financial data.

Key Responsibilities:

• Budgeting & Reforecasting: Support and eventually lead the preparation and coordination of the company’s annual budget and work closely with various departments to update financial projections monthly based on actual performance and the M&A pipeline.
• Lender Compliance Reporting: Assist in the preparation of monthly lender compliance reports, including Leverage Ratio and Excess Cash calculations in accordance with debt covenants, ensuring timely and accurate submissions to stakeholders internally and externally.
• KPI Analysis: Conduct detailed daily, weekly, and monthly analysis of key performance indicators to help steer the Operations, Business Development, and People teams.
• Payroll Reporting: Oversee the bi-weekly payroll analysis processes, including tracking and analyzing payroll data to ensure alignment with budget and business expectations. Coordinate with Operations and People teams on variances.
• M&A Modeling: Create acquisition valuations through coordination with potential sellers and build-out Pro Formas for newly built (DeNovo) studios prior to opening.
• Financial Reporting Tool Ownership: Develop, enhance, and maintain financial reporting tools and systems, ensuring data integrity, automation, mapping upkeep, and reporting efficiency.
• Ad-Hoc Reporting: Provide support for ad-hoc financial analysis and reporting requests from senior leadership, helping to guide strategic decision-making and long-term planning.
• Collaboration: Partner with the Operations and People Teams to gather key inputs for financial planning, reporting, and forecasting activities.

Key Expectations:

• Be a culture carrier, institutionalizing Company principles in own work.
• Take ownership of dealing with situations, problems or opportunities.
• Responsible and reliable, with great communication skills.
• Delivers high quality work for maximum impact with key internal and external parties.
• Demonstrates a high level of strategic and critical thinking on a regular basis.
• Understands relationship between team's actions, channel/departmental drivers, and outputs.
• Represents the Brand well in all settings, personally and professionally.

Qualifications:

• Education: Bachelor’s degree in Finance, Economics, Business, or related field.
• Experience: 2 years of experience in a financial analyst role, with a focus on budgeting, forecasting, and financial reporting.
• Skills:
• Strong proficiency in Microsoft Excel (advanced functions/formulas, pivot tables, etc.).
• Experience with financial/data reporting tools (e.g., NetSuite, Adaptive, Planful, Paycor or similar).
• Excellent analytical and problem-solving skills, with an ability to interpret complex data and translate it into actionable insights.
• Detail-oriented with strong organizational and time management skills.
• Self-starter with ability to work effectively in a fast-paced environment and manage multiple priorities, with both autonomy and oversight.
• Working knowledge of GAAP
• Preferred: Experience in payroll reporting, lender compliance reporting, or experience in a similar financial planning & analysis capacity.

Why Join Us?

• Growth Opportunity: Be part of a rapidly growing organization and make a direct impact on financial strategy and performance.
• Collaborative Environment: Work alongside a talented team of finance professionals and interact with leaders across the business.
• Competitive Benefits Including…
• Health Insurance: Comprehensive medical, dental, and vision coverage with options.
• Retirement Plans: 401(k) plan with company match up to 5%.
• Disability & Life Insurance: Company-paid short-term disability insurance. Voluntary life insurance and long-term disability benefits.
• Paid Time Off: Paid Time Off (PTO) and paid holidays.
• Employee Wellness Programs: Access to wellness initiatives, including mental health resources and fitness benefits.
• Employee Assistance Program (EAP): Confidential counseling services for personal and professional support.
• Other Benefits: Additional perks like flexible work schedules, remote work opportunities, and employee discounts.