Director of Planning & Analysis

Overview

The Director of Financial Planning & Analysis (FP&A) at Edgewood Companies leads financial planning, budgeting, forecasting, and analytical reporting across the company’s luxury resort operations and broader portfolio of business ventures. The role also provides day-to-day support to Accounting and Payroll, ensuring alignment between financial planning, accurate financial reporting, payroll operations, and budget controls.

Serving as a strategic partner to executive leadership and operational teams, the Director of FP&A delivers financial insights and performance analysis to support profitability, cost management, productivity improvements, and strong financial oversight across the organization.

Responsibilities

• Lead annual budgeting, rolling forecasting, and long-range planning across all resort departments, ensuring alignment with strategic objectives and luxury brand standards.
• Develop and maintain advanced financial models, forecasts, and management reporting to support performance management and decision-making.
• Analyze financial and operating results across all business units, identifying trends, variances, risks, and opportunities to improve profitability and efficiency.
• Serve as a strategic finance partner to operational leaders, delivering actionable insights to optimize labor, operating costs, pricing strategies, and outlet performance.
• Monitor and report on key hospitality performance indicators, including occupancy, ADR, RevPAR, CPOR, outlet margins, labor efficiency, and departmental profitability.
• Provide day-to-day financial support to Accounting and Payroll, ensuring alignment between forecasts, payroll activity, operational results, and financial reporting.
• Partner with Accounting to support accurate month-end close, variance analysis, and consistency between operational performance and financial statements.
• Support Payroll through labor forecasting, headcount planning, wage and benefit cost analysis, and payroll variance reviews.
• Lead initiatives focused on cost savings, margin improvement, and operational efficiency while preserving the guest experience.
• Evaluate performance across the broader company portfolio, support strategic growth initiatives, and perform other related duties as assigned.

Qualifications and Skills

• Ability to work flexible schedules, including nights, weekends, and holidays.
• Minimum of 5 years of progressive experience in financial planning and analysis or accounting, preferably within hospitality, or resort operations.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Strong understanding of hotel, food & beverage, and resort financial metrics.
• Advanced financial modeling, forecasting, and analytical skills.
• Advanced proficiency in Excel and financial modeling; experience with hospitality financial systems and BI tools preferred.
• Ability to translate complex financial data into clear, actionable insights for non-financial leaders.
• Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
• Ability to influence and collaborate across departments.
• Results-driven with a focus on profitability and efficiency.
• High level of integrity and professionalism.

Physical Requirements

• Must be able to safely lift, move, and stack items weighing up to 40 lbs.
• Able to perform physical tasks, including bending, lifting, and standing for extended periods.