Financial Analyst
We're looking for a highly analytical, systems-minded Financial Analyst to serve as the financial architect of a growing private club organization.
This is not a transactional accounting role. You will operate as a high-level individual contributor responsible for building financial clarity, modernizing reporting systems, and partnering with operational leaders to drive disciplined, data-driven decisions.
You will report directly to executive leadership and provide structured financial insights that support long-term sustainability, capital planning, and operational performance. The goal is to transition from reactive reporting to a structured, systems-first operating model.
If you enjoy building financial infrastructure from the ground up and turning messy operational data into board-ready clarity, this role is a strong fit.
Why You'll Want to Join
- You will be paid in USD (bi-monthly: every 15th and 30th)
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Paid Time Off in accordance with company policy
- Observance of Holidays per company guidelines
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100% remote setup so you can work wherever you feel productive
- High-visibility role with direct executive and board interaction
- Opportunity to modernize financial systems inside an established organization
- Ownership over reporting, modeling, and capital planning
What You'll Work On
Strategic FP&A and Business Partnering
- 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
Capital Planning and Project Oversight
- 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
Financial Integrity and Systems Leadership
- Maintain audit-ready financial records and oversee tax compliance coordination
- Monitor loan covenant compliance and lender reporting requirements
- Serve as the internal systems lead for Jonas Club Software, owning accounting modules including A/P, A/R, member billing, fixed asset schedules, and financial reporting
- Improve data integrity across Jonas POS and accounting systems
- Identify and automate manual reconciliation processes using Jonas reporting tools and Excel-based workflows
Risk and Insurance Oversight
- Lead annual insurance renewal processes
- Partner with brokers to evaluate coverage and cost impact
- Analyze premium shifts and their effect on the operating budget
What You Bring
- 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 proficiency including financial modeling, multi-tab reporting structures, and variance analysis
- Hands-on experience with Jonas Club Software or comparable club management and accounting platforms such as Clubessential, Northstar, or similar
- 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
Nice to Have
- Experience in private clubs, hospitality, or service-based organizations
- Familiarity with Jonas Club Software accounting modules including fixed asset depreciation, interim financial statements, and POS reconciliation
- Experience managing capital projects or multi-year budgets
- Background improving financial workflows through automation
How to Apply
Please include:
- Your updated resume
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