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

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

Skills

Desired Skills & Competencies:

Advanced financial modeling and Excel skills
Strong understanding of accounting principles and financial statements
Data-driven mindset with attention to detail and accuracy
Strategic thinker with strong commercial awareness
Ability to synthesize complex data into actionable insights and narratives
Effective communication and presentation skills
Familiarity with budgeting, forecasting, and reporting systems (e.g., Power BI, Tableau, QuickBooks, Oracle, SAP)
Ability to multitask and prioritize in a deadline-driven environment
Proactive, analytical, and results-oriented approach

Qualifications & Experience:

Required:

Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or CFA is a plus)
Minimum 2–5 years of experience in financial analysis, FP&A, or corporate finance
Experience working in service-based, retail, hospitality, or wellness industries is preferred
Strong command of Microsoft Excel and financial modeling tools
Experience with financial software and ERP systems

MTM Group

Jobs

Financial Analyst