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Financial Planning Analyst

Financial Planning Analyst

The Bay Club CompanySan Francisco, CA, United States
6 days ago
Job type
  • Full-time
Job description

GENERAL SUMMARY

We are seeking a highly motivated and analytical finance professional to join our team in a dynamic and growth-oriented environment. This role will play a critical part in driving strategic financial planning and analysis (FP&A), supporting budgeting, forecasting, and performance tracking aligned with organizational goals. The ideal candidate will collaborate cross-functionally to deliver insightful financial reporting and variance analysis, support mergers and acquisitions (M&A) diligence and integration, and support initiatives in reporting automation and process improvement.

This role is on-site based in downtown San Francisco with an immediate start date.

Compensation : $80,000 - $95,000.00 / year

Interested and qualified candidates should include their resume and cover letter addressing what interests you about the position and what draws you to the Bay Club as an organization.

  • Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

PRIMARY JOB FUNCTIONS

  • Strategic FP&A : Support planning, forecasting, and budgeting aligned with growth and operational targets
  • Financial Reporting & Variance Analysis : Partner with Accounting and Operations to identify, investigate, and explain variances
  • M&A Diligence & Integration : Support financial diligence and modeling for potential acquisitions, ensuring seamless integration into Bay Club’s operations
  • Reporting Automation & Process Improvement : Build and maintain standardized reports, streamline processes, and enhance controls and documentation
  • MINIMUM QUALIFICATIONS

  • Strong Excel skills and analytical capabilities; comfort working with large datasets
  • Excellent collaboration skills and proven ability to work cross-functionally
  • Experience in financial modeling and transforming complex data sets into actionable insights
  • EDUCATION

  • Bachelor’s or Master’s degree and 1-3+ years of finance or accounting experience
  • WORTH ETHIC

  • Collaborative and growth-oriented, with a lean structure that encourages open communication and hard work.
  • ABOUT BAY CLUB

    The Bay Club is a rapidly growing active lifestyle company, currently operating in three states across 30+ locations throughout California and the Pacific Northwest. Bay Club operates diverse business segments, including fitness, hospitality, sports, and social experiences, and sits within the Sports, Outdoor Recreation, and Active Lifestyle category. Bay Club’s highly actionable M&A pipeline positions the company for continued rapid expansion in the near term. Headquartered in San Francisco and backed by KKR, Bay Club is committed to providing integrated, high-quality offerings across our communities.

    Our Culture

    Our unique culture is at the heart of all we do and is guided by our values and behaviors. It’s what we expect of ourselves and each other every day. We call it our “Code of Culture”.

    Our Code of Culture includes Our Mantra, Our Actions We Live By, and Pete’s Promise :

    Our Mantra :

    Respect The Past

    Accept Responsibility

    Pay it Forward

    Our Actions We Live By :

    Actions We Live By. It’s who we are when we step into our full power .

    Keep It Real. Always. We need open and honest discussions. We need courage to speak up and to call things out that aren’t good enough. And we navigate tough conversations with empathy and grace.

    Think Ahead. Be An Owner. Always be proactive, not reactive; be on the front foot. If we want to be an owner of this business, we must act like it!

    Stay Humble. Hustle Harder. Show up and do the hard work . Be a gritty, roll-up-your-sleeves kind of crew . Know it’s never about one person–we are a part of a powerful team.

    One Team. One Voice. Be ONE united team. When we move in the same direction, there are no limits to what we can accomplish.

    Be Curious. Ask Why. Stay member curious . We seek to understand, and we never settle. We ask questions to truly understand the core of a matter.

    Pete’s Promise : Service Forward

    Ruthlessly Consistent

    Do the Right Thing

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    Financial Planning Analyst • San Francisco, CA, United States

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