Financial Analyst

Position Summary:

The Financial Analyst is a key contributor to the financial health and strategic growth of the organization. This role is responsible for analyzing financial data, preparing reports, and delivering actionable insights that support executive decision-making across a dynamic portfolio of wellness centers, fitness clubs, spas, and hospitality-driven facilities. The ideal candidate combines strong analytical capabilities with commercial acumen and a deep understanding of financial modeling, forecasting, and performance metrics.

Working closely with the Finance and Operations teams, the Financial Analyst plays a critical role in budgeting, profitability analysis, capital planning, investment evaluation, and operational cost control.

Key Responsibilities:

Financial Analysis & Reporting

• Analyze monthly, quarterly, and annual financial results against budget and forecast
• Prepare management reports and dashboards to monitor revenue, costs, margins, and KPIs across facilities
• Highlight trends, risks, and opportunities that impact financial performance
• Assist in preparation of board-level presentations, business cases, and performance reviews

1. Budgeting & Forecasting

• Support the development of annual budgets and rolling forecasts in coordination with department heads
• Consolidate facility-level budgets and ensure alignment with company-wide financial goals
• Track actuals versus forecast and prepare variance analysis with clear justifications
• Develop financial models to assess potential business scenarios and sensitivities

Strategic & Commercial Support

• Conduct profitability and performance analysis for new services, pricing strategies, and business lines
• Evaluate feasibility of new projects, expansions, or capital investments
• Assist in financial due diligence and ROI modeling for partnerships, vendors, and new locations
• Benchmark performance across regions, brands, or service types

Operational & Cost Analysis

• Work with operations and procurement teams to analyze costs, optimize spending, and identify savings
• Track fixed and variable costs across facilities and functions
• Monitor labor and staffing metrics to ensure alignment with operational productivity targets
• Provide insights that help improve resource allocation and cost-efficiency

Data Management & Systems

• Maintain and improve financial databases, spreadsheets, and reporting tools
• Ensure accuracy, timeliness, and integrity of financial data across systems
• Contribute to automation or digitization of reporting processes

Compliance & Controls

• Ensure adherence to internal financial controls and reporting standards
• Support internal and external audit requirements with proper documentation
• Maintain confidentiality of financial and strategic information