Safe Harbor Marinas · 1 week ago
Senior Financial Planning & Analysis Analyst
Dallas, TX
Full-time
Onsite
Mid, Senior Level
3+ years expSafe Harbor Marinas, LLC is the largest owner and operator of marinas in the world, seeking a Senior Financial Planning & Analysis Analyst to assist with financial decision-making through planning, budgeting, forecasting, and analysis of company financial data. This role partners closely with senior leadership to drive business planning, budgeting, and financial reporting.
BoatingCustomer ServiceFacilities Support ServicesMarine TechnologyMarine Transportation
Responsibilities
Work closely with balance sheets, and income statements
Identify trends and formulate forecasts to assist with future planning & budgeting
Develop financial models and prepare financial reports for various departments
Analyze monthly, quarterly, and annual financial results
Ensure accuracy and timeliness of financial data and reporting
Support cross-functional teams with ad-hoc financial analysis and insights to assist in decision-making and strategic initiatives
Excellent analytical and problem-solving skills
Strong communication and presentation skills, with the ability to explain financial data to non-financial stakeholders
Ability to work under pressure and meet tight deadlines
Other duties as assigned by manager
Follow SHM Safety and Environmental rules and complete required related training
Wear proper personal protective equipment as required for the task or work area
Report all accidents, injuries, spills and near misses immediately
Qualification
Required
Bachelor's degree in accounting, Finance, or a related field; CPA preferred
3- 5 years of experience in financial planning and analysis, or a related field
Strong experience in budgeting, forecasting, and variance analysis
Advanced proficiency in Excel and financial modeling
Experience with ERP systems (e.g., SAP, Oracle) and planning tools
Detail-oriented with a strong commitment to accuracy and continuous improvement
Ability to sit or stand for long periods of time
Ability to lift 20 pounds
Excellent analytical and problem-solving skills
Strong communication and presentation skills, with the ability to explain financial data to non-financial stakeholders
Ability to work under pressure and meet tight deadlines
Eagerness to engage in a growing, fast paced, and industry-leading company
Consistently treats others with dignity and respect
Genuinely serves others with humility and a positive attitude
Frequently demonstrates a bias towards action
Always communicates effectively and courteously to establish strong networks internally and externally to ensure that decisions are thoughtful of all stakeholders
Follows policies and procedures while seeking out new and better ways of accomplishing duties
Shows resolve and overcomes difficulties in a positive and productive manner
Provides responsive service to our teammates and members
Continuously puts forth the extra effort to accomplish duties
Develop sound conclusions and makes decisions based on analysis of data and understanding of the business
Works to build high performing teams while taking an interest in teammates' professional development
Organize, plan, and manage teammates and processes efficiently
Unfailing commitment to continuous learning and growth
Acts with integrity and is open to feedback from all teammates
Willingly coaches teammates through change and leads all situations with positivity
Preferred
CPA preferred
Familiarity with the marina industry, preferred
Benefits
Healthcare benefits
401(k) plans
Paid time off
Relocation opportunities
Company
Safe Harbor Marinas
Safe Harbor Marinas is a marina owner and operator that offers customer service on a variety of coastal properties.
1001-5000 employees
H1B Sponsorship
Safe Harbor Marinas has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2025-02-24Acquired
Leadership Team
Baxter Underwood
CEO
Rebecca Knapp LeBlanc
Vice President, Partnerships and Sponsorships
Recent News
St Pete Catalyst
2025-11-15
Company data provided by crunchbase