BoardRoom magazine · 4 days ago
Director of Corporate Financial Planning & Analysis, Invited
Irving, TX
Full-time
Onsite
Director/Executive
8+ years expInvited is a dynamic company in the hospitality and service industry, operating as the largest owner and operator of private clubs nationwide. The Director of Corporate FP&A is responsible for driving strategic financial planning, budgeting, and analysis across all corporate departments, partnering closely with senior leadership to inform decision-making and support the company’s long-term growth strategy.
Publishing
Responsibilities
Lead the corporate budgeting and forecasting process, ensuring alignment with organizational goals and financial targets
Develop and maintain robust financial models to support strategic planning, cash flow forecasting, and scenario analysis
Provide timely, data-driven insights and recommendations to executive leadership to inform operational and strategic decisions
Monitor and analyze corporate overhead and SG&A trends, identifying cost optimization opportunities and process efficiencies
Drive automation, standardization, and process improvement initiatives to enhance forecasting accuracy and reporting speed
Partner with accounting and treasury to ensure consistency and transparency in financial reporting
Prepare and present comprehensive financial reports and variance analyses to executive management and key stakeholders
Ensure compliance with debt covenants and reporting requirements
Mentor and develop the FP&A team, fostering a culture of analytical rigor, collaboration, and continuous improvement
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA strongly preferred
8+ years of progressive experience in FP&A, budgeting, or financial management, including at least 5 years in a leadership role
Deep understanding of cash flow management, expense analysis, and strategic financial planning
Proven ability to influence cross-functional stakeholders and communicate complex financial information with clarity and impact
Strong leadership skills with a track record of building and scaling FP&A capabilities
Advanced proficiency in Microsoft Excel, including complex financial modeling and scenario analysis
Hands-on experience with ERP and planning systems (e.g., Oracle, Workday)
Strong command of data analytics and visualization tools (e.g., Power BI, Tableau) to translate data into actionable insights
Benefits
Medical, dental, and vision coverage
Life insurance
Short-term and long-term disability insurance
401(k) retirement savings plan
Generous paid time off and leave programs (time off as required by applicable law is also provided for part time team members)
Company
BoardRoom magazine
BoardRoom magazine is the only publication of its kind designed to educate the board, owners & GMs of private country clubs.
2-10 employees
Funding
Current Stage
Early StageRecent News
Business Journal Daily | The Youngstown Publishing Company
2025-11-04
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