Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst $100,000-$125,000+incentives

Company Overview

Pinnacle Live is a premium, in-house AV partner. We elevate live event expectations for people and venues who demand better. With an expert balance of big-picture problem-solving and boots-on-the-ground execution, we deliver bespoke AV solutions for in-person, virtual, and hybrid meetings and live events. The most impressive, impactful meeting and events all have the same common denominator: dedicated, determined people working behind-the-scenes to make it happen.

We’re looking for those people. Pinnacle Live is a Collaborative Crusader. We empower you to tackle tough challenges to deliver unforgettable hospitality and live event experiences.

The Financial Planning & Analysis Analyst is responsible for assisting with financial planning and monthly/quarterly/annual reporting processes, analyzing key performance metrics, preparing budgets and reforecasts, and providing strategic insights to support decision-making. Collaborate with various departments to identify positive ROI and revenue opportunities and contribute to overall company direction and growth. Serve as a partner to members of matrix organizational structures to provide cross-functional analysis and advise effectively across different stakeholders.

Business hours are Monday – Friday, 8:00 a.m. to 5:00 p.m. Extended business hours and weekends may be required.

• Develop relevant key performance metrics which will serve as basis for sound business decisions.
• Provide variance analysis between actual results, forecasts, and budgets, explaining the key business driver.
• Collaborate with regional and local leaders to make recommendations on annual venue budgets and staffing levels, including identifying needs for additional headcount or reductions in force and researching market-driven factors.
• Provide decision support to Asset Management on capital investments, utilization, resource allocation, and strategic initiatives.
• Develop ad-hoc new business proformas and other financial analyses and monitor general financial risk.
• Build and maintain dynamic financial models to assess business scenarios, growth strategies and cost optimization opportunities.

• Review P&L performance with regional leaders to:
• Identify efficiencies and opportunities to increase revenue and revenue streams.
• Analyze pricing and discounting strategies.
• Assist underperforming sites identify challenges, and work with Sales and operations leaders on corrective actions.
• Segment across overall company, regional and local site P&Ls to measure profitability and performance to budget. Highlight improvement opportunities along with potential threats and provide answers and guidance to leaders as needed. When necessary, review individual event profitability to identify irregularities and emerging issues or trends to proactively mitigate risks. Serve as the bridge between Operations and Finance.
• Streamline and standardize reporting tools, dashboards, and processes across functions; partner with IT and other departments to enhance data accuracy and reporting efficiency.
• Support, test and collaborate on enterprise-wide initiatives, including new technology or systems to enhance data and reporting.
• Extend expertise to on-site leaders who do not have a financial background to run their locations in the most efficient and profitable manner.
• Analyze cash flow and operating expense levels to help guide business decisions.
• Responsible for accurate internal financial and KPI reports and analysis of all financial-related information.
• Perform other duties assigned.

• Strategic Thinking – Connects strategies to business outcomes.
• Relationship Management – Builds trust and influence with leaders and team members across functions and geographies.
• Coaching and Influence – Guides leaders with credibility, empathy, and strong business acumen.
• Analytical Insight – Uses data-driven insights to recommend solutions and inform decision-making.
• Critical Thinking – Identifies root cause of problems and prevents the problems from recurring. Considers impact…