Manager, Financial Planning & Analysis

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Full-time Regular Manager Newport Beach, CA, US

2 days ago Requisition

At Preferred Travel Group, we champion the power of travel to inspire meaningful connections and enrich lives around the world. As a global family of brands and programs representing the finest independent hotels and resorts, we are united by a shared belief in authenticity, collaboration, and the value of independent spirit. Our culture reflects our ideology in action: people first, relationships at the center, and a commitment to creating lasting impact for our partners, our global community, and one another.

When you join Preferred, you become part of a purpose-driven organization where ideas are welcomed, growth is encouraged, and your work contributes to shaping the future of travel.

We’re seeking a strategic, analytical, and business-minded finance professional who is passionate about turning data into insight and helping drive informed decision-making across the organization. As Manager, Financial Planning & Analysis, you'll play a key role in shaping the financial direction of Preferred Travel Group by leading forecasting, reporting, and performance analysis efforts that support both strategic planning and day-to-day operations.

providing trusted financial insights that help guide key business decisions, bringing clarity to complex data, and continuously improving reporting and planning processes. Through strong partnership, accuracy, and a proactive mindset, you'll help leaders make confident decisions that support Preferred's growth and long-term success.

• Oversee key processes of the annual budget and quarterly rolling forecast. Participate in strategic reviews of the annual budget and quarterly forecast, and prepare executive / Board-level analytics to support goal setting and performance measurement
• Prepare month-end financial reporting and variance analyses (Actual v. Budget / Forecast) to explain financial performance and identify underlying business drivers
• Lead the preparation of presentations for Board meetings, monthly / quarterly executive leadership meetings, and various strategic committees
• Collaborate across departments to provide timely financial insights and serve as trusted partner to business leaders
• Support ad hoc financial modeling, analyses, and special projects to support business decisions
• Assist with the development and maintenance of financial reporting and dashboards using data warehouse tools and Power BI
• Partner with Accounting and IT to drive process improvements, including automation, data integrity, and software implementations

• Bachelor’s degree in finance, accounting, economics, or related field;
• 5+ years of progressive experience in FP&A, corporate finance, and / or accounting
• Advanced Excel skills required, with ability to learn other software as required
• Experience with financial statement analysis and a strong understanding of U.S. GAAP and corporate finance
• Excellent communication and presentation skills, with the ability to translate complex data into actionable insights
• Familiarity with Power BI or similar reporting tools

• Holding CPA Qualification and or Master’s degree or MBA

• You enjoy balancing big-picture thinking with attention to detail, using data and insight to guide decisions while maintaining high standards of accuracy, organization, and quality.
• You thrive in a fast-paced environment where priorities shift and multiple projects move forward at once, bringing structure, focus, and follow-through to everything you do.
• You are comfortable taking ownership and working independently, partnering with leaders across the business to turn complex financial information into clear, actionable recommendations.
• You bring a strategic mindset and a continuous improvement approach, looking for opportunities to streamline processes, enhance reporting, and drive meaningful business results.