Financial Planning & Analysis Lead

Position Summary

The FP&A Lead plays a critical role in driving financial planning, forecasting, and strategic decision support across AmaWaterways. This role partners closely with executive leadership and cross-functional teams to provide data-driven insights that guide business performance, optimize resource allocation, and support long-term growth initiatives.

Key Responsibilities

• Lead the annual budgeting, quarterly forecasting, and long-range planning processes across the organization
• Develop and maintain financial models to support strategic initiatives, scenario planning, and investment decisions
• Analyze financial performance, identify trends and variances, and provide actionable insights to senior leadership
• Partner with business leaders to understand operational drivers and ensure alignment with financial goals
• Prepare executive-level reporting packages including dashboards, KPIs, and board presentations
• Drive continuous improvement in FP&A processes, systems, and reporting capabilities, including automation and data integration initiatives
• Enhance data-driven decision making by leveraging financial and operational data to support strategic priorities
• Collaborate with Accounting to ensure alignment between financial planning and reporting
• Support capital allocation decisions, pricing strategies, and business case evaluations
• Develop and mentor junior finance team members (if applicable), fostering a high-performance and collaborative environment

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA/CFA preferred)
• 7+ years of progressive experience in FP&A, corporate finance, or related roles
• Strong financial modeling, forecasting, and analytical skills
• Experience working in a dynamic, fast-paced environment with evolving priorities
• Proficiency in financial systems and tools (e.g., Excel, ERP systems, BI tools such as Power BI/Tableau)
• Excellent communication and presentation skills with the ability to influence senior stakeholders
• Strong attention to detail with a commitment to accuracy and quality
• Experience in travel, hospitality, or consumer-facing industries is a plus

Core Competencies for Success

• Business Acumen: Understands the broader business impact of decisions; considers financial, market, and operational implications; aligns work with strategic priorities.
• Analytical Thinking: Synthesizes complex information; leverages data, experience, and sound judgment to design practical and effective solutions.
• Strategic Thinking: Anticipates trends and opportunities; adapts strategies as conditions change; balances near-term execution with long-term growth.
• Collaboration & Teamwork: Partners effectively across teams and functions; values diverse viewpoints; builds trust; advances shared goals and collective success.
• Leadership & Influence: Inspires and motivates others; communicates a clear direction; provides meaningful feedback; leads with confidence, empathy, and accountability.
• Quality & Accountability: Delivers accurate, thoughtful work; applies feedback to improve outcomes; maintains high standards while balancing efficiency.