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A premium wellness and lifestyle organization in Rancho Santa Fe is seeking a polished and analytical Financial Analyst to support revenue analytics, service line performance, and executive reporting. This role is ideal for someone who thrives in a relationship-driven business environment and enjoys translating financial data into strategic insights that support growth and client experience.
Job Responsibility:
Analyze revenue trends, pricing models, and service profitability
Support forecasting and long-range planning initiatives
Prepare executive dashboards and KPI reporting
Partner with department leaders on budget performance
Monitor expenses and identify optimization opportunities
Assist with financial presentations for leadership meetings
Support ad hoc reporting and special projects
Ensure data accuracy across financial systems
Requirements:
Bachelor’s degree in Finance, Accounting, Economics, or related field
2–4 years of financial analysis or FP& A experience
Strong Excel and financial modeling capabilities
Experience with BI tools or dashboards a plus
Excellent written and verbal communication skills
High attention to detail and business curiosity
Experience in hospitality, wellness, or service industries preferred
Nice to have:
Experience in hospitality, wellness, or service industries preferred