Strategic Finance Associate

2 weeks ago

San Francisco, United States SupportFinity™ Full time

Our Mission

The Bay Club Company is much more than a hospitality company. We provide experiences which celebrate a healthy and vibrant lifestyle.

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 them the “Actions We Live By.”

Our Core Values:

  • 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. Moving Forward. Together. 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.

General Summary

Under the direction of the Chief Financial Officer (CFO), and as a member of the Strategic Finance team, the Strategic Finance Associate will help scale our financial reporting, analytics, and planning capabilities. The Strategic Finance Associate will be instrumental in shaping key business initiatives, supporting new products and opportunities, and ensuring financial discipline. This role is perfect for a self-starter who is passionate about financial modeling, data analysis, and contributing to high-impact business decisions.

Responsibilities

PRIMARY JOB FUNCTIONS

  • Strategic Financial Planning: Partner with leadership teams to support financial planning, forecasting, and budgeting processes, ensuring alignment with growth and operational goals.
  • Data-Driven Insights: Analyze financial, operational, and market data to generate actionable insights that drive business initiatives, product development, and operational improvements.
  • Financial Modeling & Analysis: Build and refine complex financial models to break down business challenges, provide decision-making support, and optimize resource allocation.
  • M&A and Integration Support: Lead financial analysis for potential mergers and acquisitions, and manage the integration of new clubs into our operational ecosystem, ensuring data consistency and strategic alignment.
  • Cross-Functional Collaboration: Collaborate with technology, operations, and other business teams to enhance our data warehouse and analytics capabilities, ensuring data accessibility and supporting company-wide decision-making.
  • Performance Reporting: Develop and maintain financial and operational reports, dashboards, and KPIs to communicate performance metrics and strategic insights to leadership.
  • Leadership Presentations: Translate complex financial and operational data into clear, actionable insights and present these findings to senior management to inform key strategic decisions.

Financial Accountability

  • Assists in preparing annual operating and capital budgets.
  • Reviews financial statements and reports.
  • Assists in the development, implementation and maintenance of internal controls and procedures that provide operation and fiscal control, cost savings, projections, planning, forecasting and effective utilization of assets and properties.

Communication and Relationships

  • Effectively and professionally interacts and communicates with senior management, managers, other employees, vendors, members, senior staff, owners, sponsors and clients, public agencies.
  • Prepare comprehensive and detailed reports for senior management, clients and agencies. Meet with clients on a regular basis and provide written and verbal reports as needed.
  • Promote harmonious relations among members, staff, vendors, and the community at-large.

Corporate Goals & Objectives

  • Promote the company’s safety goals and actively work towards ensuring a safe working environment.
  • Interpret and ensure compliance with company policies and procedures.
  • Actively further corporate objectives and continuously support improvement and positive change, which includes participating on corporate designated committees to improve the company and business operations.
  • Make professional development a consistent priority.

Job Details

Full-time position

Experience level: Entry (0-2 yrs)

Location: San Francisco, California, United States

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