Tableau-Driven Financial Planning Expert

3 weeks ago


Richmond, Virginia, United States Classic Vacations, LLC Full time
Job Overview

Classic Vacations, LLC is seeking a highly skilled FP&A Analyst with extensive Tableau experience to join our dynamic team. As an integral member of our Finance team, you will own the reporting for the company as well as support the Director of Financial Planning & Analysis.

The ideal candidate will possess a deep understanding of financial analysis and have a proven track record in Tableau design and reporting. You will be responsible for creating and maintaining daily/weekly/monthly KPI dashboards and reports that highlight relevant trends and promote fact-based, data-driven decisions.

Key Responsibilities:

  • Assist in forecasting and budgeting process.
  • Assist in creating ad-hoc models to support promotions and campaigns.
  • Assist in variance analysis vs budgets and prior year. Ability to dig into data and understand results.
  • Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement.
  • Collaborate cross-functionally to provide actionable insights and support strategic decision-making.

Requirements:

  • Bachelor's degree in a relevant field.
  • Minimum of 5 years of experience in reporting and financial analysis.
  • Minimum of 3 years of experience as a Tableau super user, with proven expertise in dashboard development and data visualization.
  • Advanced skills in Microsoft Excel.
  • Working knowledge of a financial reporting tool, ideally Prophix.
  • Meticulous attention to detail and strong problem-solving skills
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments.
  • Proven ability to thrive in a fast-paced, deadline-driven environment.

Benefits:

  • Medical, Dental, Vision, 401K
  • Life Insurance, LTD, STD

Classic Vacations, LLC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion. If you are passionate about finance and have a strong desire to work in a dynamic and fast-paced environment, please submit your application.


  • Tableau Developer

    3 weeks ago


    Richmond, Virginia, United States Matlen Silver Full time

    Job Title: Tableau DeveloperWe are seeking a skilled Tableau Developer to join our team at Matlen Silver. As a Tableau Developer, you will be responsible for designing and developing interactive dashboards and reports using Tableau software.Key Responsibilities:Developing data visualizations and reports using TableauCollaborating with cross-functional teams...


  • Richmond, Virginia, United States Markel Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at Markel. As a key member of our finance team, you will play a critical role in providing valuable insights, solutions, and services to our internal customers.Key ResponsibilitiesDevelop and maintain financial models and tools to support...


  • Richmond, Virginia, United States Creative Planning Full time

    Job Title: Wealth ManagerThe Wealth Manager is a key role at Creative Planning, responsible for developing and implementing strategies to address clients' financial, investment, insurance, tax, and estate planning needs. This position requires strong business development and client retention skills, as well as the ability to present services in a clear and...


  • Richmond, Virginia, United States GRTC Transit System Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team at GRTC Transit System. As a key member of our finance team, you will play a critical role in driving business growth and success through data-driven decision making.Key ResponsibilitiesDevelop and maintain financial models and analyses to support...


  • Richmond, Virginia, United States Argonaut Management Services, Inc Full time

    Job Title: Financial Planning AnalystArgo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness, and opportunity. We're an innovative organization that's small enough to be agile and big enough to make a difference in our industry.Our flexible workplace is continuously evolving to ensure all employees feel...


  • Richmond, Virginia, United States CarMax Full time

    About this roleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at CarMax. As a key member of our FP&A team, you will be responsible for utilizing operational and financial data to enable CarMax to meet long-term financial goals through historic analysis, predictive modeling, and developing strong partnerships.Key...


  • Richmond, Virginia, United States CarMax Full time

    About the RoleWe are seeking a highly skilled Analyst II to join our Financial Planning and Analysis team at CarMax. As a key member of our team, you will be responsible for utilizing operational and financial data to enable CarMax to meet long-term financial goals.Key ResponsibilitiesDevelop and maintain financial models to support business decisionsProvide...


  • Richmond, Virginia, United States CarMax Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at CarMax. As a key member of our FP&A team, you will play a critical role in driving business growth and success through data-driven insights and strategic recommendations.Key ResponsibilitiesDevelop and maintain complex financial models to support...


  • Richmond Heights, Virginia, United States CarMax Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at CarMax. As a key member of our Financial Planning and Analysis department, you will play a critical role in driving business growth and success through data-driven insights and strategic decision-making.Key ResponsibilitiesDevelop and maintain...


  • Richmond, Virginia, United States Millennium Advisory Services, Inc., a HUB International company Full time

    Financial Planning & Service AssociateWe are seeking a highly skilled and detail-oriented Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.The selected individual will be responsible for assisting our Investment Advisors in providing exceptional service to our clients through the creation and...


  • Richmond, Virginia, United States Hanson Financial Services LLC Full time

    Financial ProfessionalAt Hanson Financial Services LLC, we are seeking a highly motivated and detail-oriented Financial Professional to join our team. As a key member of our organization, you will play a critical role in helping individuals, families, and businesses achieve their short-term, mid-term, and long-term financial goals.Responsibilities:• Meet...


  • Richmond, Virginia, United States Millennium Advisory Services, Inc., a HUB International company Full time

    Financial Planning & Service AssociateWe are seeking a highly motivated and detail-oriented Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.The selected individual will be responsible for assisting our Investment Advisors in providing exceptional service to our clients through the creation...


  • Richmond, Virginia, United States Genworth Financial Full time

    About Genworth FinancialGenworth Financial is a leading provider of insurance and financial services, empowering families to navigate the aging journey with confidence. Our team is dedicated to delivering compassionate and experienced support to those navigating care, with products and services that meet families where they are.Job SummaryWe are seeking a...


  • Richmond, Virginia, United States cyberThink Full time

    Job Title: Data Analytics and Visualization SpecialistAt cyberThink, we are seeking a highly skilled Data Analytics and Visualization Specialist to join our team. As a key member of our team, you will be responsible for analyzing and interpreting complex data sets to inform business decisions and drive growth.Key Responsibilities:Develop and maintain...


  • Richmond, Virginia, United States Genworth Full time

    About GenworthGenworth is a leading provider of financial solutions for individuals and families. We empower people to navigate the aging journey with confidence, offering a range of products and services that meet their unique needs.Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our financial...


  • Richmond, Virginia, United States Elite Wealth Management (Washington) Full time

    Job Summary:We are seeking a highly organized and detail-oriented Administrative Assistant - Customer Relations to join our team at Elite Wealth Management (Washington). As a key member of our financial planning practice, you will provide exceptional administrative support to our financial advisors and clients.Key Responsibilities:Organize and execute...


  • Richmond, Virginia, United States NY LIFE Full time

    Job OpportunityNew York Life is seeking a motivated and driven individual to join our team as a Financial Services Professional. As a key member of our organization, you will play a crucial role in helping clients achieve their financial goals through our comprehensive array of financial products and services.About the RoleAs a Financial Services...


  • Richmond, Virginia, United States Ny Life Full time

    About the RoleNew York Life is seeking a highly motivated and driven individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for developing and implementing tailored financial plans for our clients, utilizing our comprehensive array of financial products and services.ResponsibilitiesDevelop and...


  • Richmond, Virginia, United States Capital One Full time

    Job Title: Financial Planning and Analysis ManagerCapital One is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our FP&A team, you will be responsible for providing financial support and analysis to drive business decisions.Key Responsibilities:Develop and maintain financial models and forecasts to...


  • Richmond, Virginia, United States Capital One Full time

    Job SummaryThe Director of Financial Planning and Analysis will lead a team of financial analysts responsible for all financial aspects of the business unit or central finance function. This role requires strong leadership and analytical skills to drive business results and ensure fiduciary responsibility.Key Responsibilities:Develop and implement financial...