Financial Planning and Analysis Manager
Financial Planning & Analysis Manager
Heritage Golf Group – Sarasota, Florida (On-site)
Heritage Golf Group is seeking a highly analytical and strategic FP&A Manager to support our Chief Operating Officer and Operations leadership team. This role will play a key part in driving financial visibility, operational performance, and strategic decision-making across a growing portfolio of private clubs, daily-fee facilities, and resort destinations nationwide.
This is a corporate role based at one of our club locations in Sarasota, Florida, offering the opportunity to work closely with both corporate leadership and on-site operations teams.
As a key member of the FP&A function, this individual will serve as a strategic partner to the COO and Executive Vice Presidents of Operations, helping translate financial data into actionable insights that drive performance, enhance the member experience, and support long-term growth.
Key Responsibilities:
Financial Planning & Forecasting
• Lead the annual budgeting process and rolling forecasts across a portfolio of clubs and operational departments
• Partner with the COO and operations leadership to align financial plans with business priorities and performance targets
• Develop and oversee financial models supporting revenue growth, labor planning, expense management, and capital initiatives
Operational Finance & Business Partnership
• Serve as a primary finance partner to the COO and operations leadership team
• Provide timely, data-driven insights to support decision-making across club operations
• Partner with General Managers and regional leaders to drive accountability and performance at the property level
• Evaluate operational initiatives, pricing strategies, and cost optimization opportunities
Financial Analysis & Reporting
• Analyze monthly financial results across multiple clubs, identifying trends, risks, and opportunities
• Prepare and deliver executive-level reporting, dashboards, and presentations for senior leadership
• Provide insight into key performance drivers including membership trends, golf rounds, food & beverage performance, labor efficiency, and overall profitability
Financial Modeling & Systems
• Build and maintain advanced financial models for forecasting, scenario planning, and operational analysis
• Utilize Anaplan and other financial tools to enhance planning accuracy and reporting efficiency
• Support system enhancements and process improvements within the FP&A function
Strategic & Growth Initiatives
• Lead financial analysis related to new club acquisitions, capital investments, and operational initiatives
• Support onboarding and financial integration of newly acquired properties
• Help develop scalable financial processes to support continued company growth
Qualifications:
Education & Experience
• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required
• MBA, CPA, CFA, or similar certification preferred
• 6–10+ years of FP&A, corporate finance, or financial analysis experience
• Experience supporting multi-unit or field-based operations required
• Background in golf, private clubs, hospitality, or multi-location service environments strongly preferred
• Demonstrated ability to partner with senior leaders and influence business decisions
Technical Skills
• Advanced financial modeling and forecasting capabilities
• Hands-on experience with financial planning platforms such as Anaplan required
• Advanced Excel proficiency
• Experience with Sage Intacct or similar ERP systems is a plus
Core Competencies
• Strategic thinker with a strong analytical mindset
• Ability to translate complex financial data into clear, actionable insights
• Comfortable operating in a fast-paced, decentralized environment
• Strong communication skills with the ability to influence cross-functional stakeholders
• Highly organized with the ability to manage multiple priorities
Golf Courses and Country Clubs, Financial Services, and Accounting
Accounting/Auditing and Finance
Full-time