Financial Planning Analyst
WTS International, the world's leading spa, fitness and leisure firm, is seeking a Financial Planning Analyst for our corporate headquarters in Rockville, MD. The Financial Planning Analyst is responsible for maximizing asset value, increasing net operating income for the Operating Division and protecting the company's investment in its assets. Position will also liaison and support pro forma development for the sales team.
Provides weekly, mid-month and monthly reporting for all key metrics and initiatives
Provides analysis of financial, payroll, key data and metrics for all assigned accounts
Assists with the development and implementation of operational software
Prepares custom templates for budgets and trains personnel on its use
Prepares and implements a budget schedule and reviews budgets prior to submission to the Senior Vice president of Finance and IT
Prepares Pro Forma custom templates for the sales team and projects as assigned
Meets with sales team to gather initial project information and develops, reviews, and refines the pro formas with the sales team and VP, FP&A, and CFO.
Oversees and assists staff accountants with monthly membership billing, declines and returns
Reviews account receivables and assists with chargebacks, as necessary
Performs weekly and monthly membership tracking
Conducts needs assessments and operational audits, as needed, which includes going on-site to audit, preparing market and demographic information, performing a competitive set study and completing 3-5 year financial projections
Work with divisional teams to execute any financial related initiatives
Provide development and assistance for reporting tools that can be distributed to the sites
Other duties as assigned
Following is a list of pre-requisites needed to ensure successful job performance:
Bachelor's degree preferred in the area of finance, accounting, business or related field
Minimum two years of consulting, operational, and/or financial management experience in hospitality, spa, recreation and/or fitness
Must have excellent oral and written communication skills
Must be a results driven professional who leads by example
Must be self-motivated, well-organized, efficient, and able to handle a variety of duties simultaneously with deadlines
Must possess a positive, innovative and creative approach to problem solving
Must be able to think independently and able to work on their own
Excellent customer service skills and work ethic
Energetic, enthusiastic and motivational
Professional manner, discretion, and appearance.
Strong knowledge of MS Office, especially Excel
Flexibility to provide assistance where needed
To perform this job successfully, an individual must be able to perform each essential duty at a satisfactory level. The requirements listed above are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position will be based out of our corporate office in Rockville, MD.
WTS International, Inc. is an equal employment opportunity employer that is committed to having a diverse work force.