Financial Planning and Analysis Senior Analyst

Description

Who We Are

Join White Lodging — a hospitality company developing and operating award-winning, premium-brand hotels, rooftop bars, and restaurants in top U.S. cities. We know that the hospitality business, like life, is about how you make people feel. With a growing portfolio of premium brands across the country's best markets, White Lodging offers a dynamic environment where talent thrives and careers are built.

We are seeking a Full Time Senior Financial Planning & Analysis Analyst to join the FP&A team at the White Lodging corporate office in Merrillville, IN , supporting hotel and corporate profitability across a portfolio generating approximately $1.5 billion in annual revenue. In this hybrid FP&A role, with three days per week in the corporate office, you will execute budgeting and forecasting, deliver financial reporting and analysis, and provide technical support for IBM Planning Analytics (TM1). The ideal candidate has a bachelor's degree in Finance, Accounting, or Hospitality, 1+ years of FP&A, accounting, or finance experience, strong Excel skills, and a talent for communicating clearly with hotel and corporate leadership. If you are looking for Senior FP&A Analyst, financial analyst, or hospitality finance jobs with a growth-oriented hospitality company, this is your next move with White Lodging.

What You Can Look Forward To

• Benefits — starting day 1

- Medical, dental, and vision insurance - Life and disability insurance - Paid parental leave - DailyPay — get paid when you need it - Employee Assistance Program (EAP) - 401(k) with company match - Paid time off (PTO) with rollover - Complimentary wellness tools - Unlimited employee referral bonuses - Leadership development & tuition reimbursement - Discounts on hotel rooms, dining, and travel - Growth opportunities across multiple hotel properties

What You'll Do

Planning & Reporting

• Support the annual budget and monthly long-range forecast (LRF) processes by preparing data and schedules and performing variance analysis, ensuring accuracy and timeliness

- Maintain the forecast and budget calendars and help communicate deadlines to relevant parties; assist with planning and execution of the annual budget calendar - Track forecast submissions and follow up with hotel teams on outstanding items; share forecast updates with stakeholders per established schedules - Maintain budget reports and templates; assist with budget reviews and corrections; prepare budget reports and submissions within required timeframes - Prepare monthly, annual, and ad-hoc reporting for ownership groups and senior leadership; perform financial statement analysis and summarize findings and recommendations for review - Assist with benchmarking asset-level financial performance against internal portfolio standards and external hospitality industry data; surface performance opportunities to the FP&A team - Assist with the capital budget process as needed

Openings & Preopening

• Assist with preopening budgets: update the budget in TM1 once approved and participate in openings calls as needed

- Assist with stub budget preparation for new openings, including helping GMs preload relevant budget data and prepare key stub budget reports - Assist with preparation of presentation materials as needed

Systems & Technology

• Use IBM Planning Analytics (TM1) daily and learn to navigate and troubleshoot the system; assist with cube, dimension, and TurboIntegrator updates under the guidance of the system administrators

- Maintain and update reports in TM1, including rolling reports forward for a new year; assist with building new reports or enhancing existing ones - Build and update dashboards and data visualizations in Power BI and/or Tableau, with guidance from BI and IT - Assist with user training and onboarding for Planning Analytics users across the portfolio - Respond to routine GM / RVP inquiries about reports in a timely manner and escalate complex questions to the Director of FP&A - Flag evolving business requirements to the FP&A team and help develop solutions

AI & Innovation

• Help evaluate, pilot, and use AI-powered workflows (such as anomaly detection, automated variance narratives, and scenario modeling) and follow team best practices for responsible AI use

Labor & Workforce Management

• Assist with the portfolio's workforce management (WFM) platform and the monthly performance-to-standard analyses; prepare trend summaries and flag savings opportunities for review before they are shared with RVPs, GMs, and key stakeholders

Partnership & Continuous Improvement

• Support hotel leaders with routine budget-related queries and escalate more complex questions as needed

- Suggest improvements to processes, reports, or systems; look for ways to add value to the organization - Communicate clearly with hotel leaders and support the FP&A team in executing key strategic plans

What You'll Bring

Competencies

• Customer Orientation

- Managing Work - Building Partnerships - Work Standards - Planning & Organizing - Technical/Professional Knowledge and Skills

Skills

• Strong proficiency in Microsoft Excel and all Microsoft Office applications

- Technical aptitude with computer systems; hands-on experience with IBM Planning Analytics (TM1) preferred - Working knowledge of Power BI and/or Tableau, including dashboard development - Understanding of accounting principles; knowledge of hotel financial statements (USALI) and hospitality financial operations preferred - Excellent written and verbal communication skills - Familiarity with AI tools such as Claude or similar platforms is a plus - High attention to detail, integrity, and ability to maintain confidentiality

Required Qualifications

• Bachelor's degree in Finance, Accounting, Hospitality, or a related field

- 1+ years of FP&A, accounting, or finance experience

Preferred Qualifications

• Experience with IBM Planning Analytics (TM1) or a comparable planning system

- Experience in hospitality finance, hotel operations, or multi-site, distributed operational environments - Excel VBA experience - Experience building financial dashboards in Power BI and/or Tableau - Experience with workforce management systems and labor planning - Familiarity with AI-assisted forecasting or automation tools

Working Conditions

• Hybrid work schedule with 3 days in the Corporate office per week

- Combination of desk-based analytical work and hands-on systems support activity - Periodic travel may be required to support openings, system deployments, or critical initiatives