Financial Planning and Analysis Manager
Financial Planning & Analysis ManagerHeritage 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 & ForecastingLead 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 PartnershipServe 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 & ReportingAnalyze 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 & SystemsBuild 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 InitiativesLead 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 & ExperienceBachelor’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 SkillsAdvanced 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 CompetenciesStrategic 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