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:
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. 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.
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
Responsibilities
- 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.
Requirements:
MINIMUM QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each primary job function satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SKILLS & KNOWLEDGE
- Business and Management Principles - Experience with financial planning systems and/or SQL.
Familiarity with Generally Accepted Accounting Principles (GAAP) and enterprise-level financial systems. Includes the ability to interpret policy and think globally with an “out of box” perspective to achieve results autonomously.
- Problem Anticipation/ Deductive Reasoning — Ability to tell when something is wrong or is likely to go wrong and then apply general rules to specific problems to produce answers that make sense. Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems and considers the relative costs and benefits of potential actions to choose the most appropriate one.
- Written Comprehension and Expression — Ability to read, understand and communicate information and ideas in writing so others will understand.
- Oral Comprehension and Expression —Ability to understand and communicate so others can understand ideas and information.
- Computer – Ability to develop and maintain computer records in Word, Excel and other software required by TBCC and regulatory agencies. Ability to develop tracking and report forms in Word and Excel as needed.
EXPERIENCE
- 2+ years of experience in financial planning and analysis (FP&A), investment banking, management consulting, private equity, or operations.
- Proficiency in Excel and/or Google Sheets.
- Strong financial modeling and analytical skills, with an ability to break down complex issues into actionable insights.
- Experience with financial reporting and an ability to collaborate effectively with cross-functional teams.
- Excellent communication and presentation skills, with the ability to deliver complex financial data to leadership in a clear, concise manner.
- Self-starter with a strong ability to prioritize and manage multiple projects in a fast-paced environment.
- Exceptional analytical / modeling skills
- Personal presence and ability to clearly communicate compelling messages to senior management and private equity investors
- Extraordinary focus on details, accuracy and quality
- Demonstrated experience in problem identification, analysis, recommendation of options and development of logical and workable solutions.
- Demonstrated ability to support and develop diverse environment.
- Demonstrated knowledge and proficiency in Microsoft Office programs such as WORD, EXCEL, POWERPOINT and OUTLOOK are essential.
EDUCATION
- Bachelor of Arts or Science in Finance, Accounting, Economics, MIS, or related field is desirable.
WORKING CONDITIONS/ PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position deals with outside personnel such as residents and clients on a regular basis with contact in various forms such as in person, phone and email.
- The location of the position changes frequently from indoors to outdoors as site visits are necessary. However, extreme environmental conditions do not exist.
- It is sometimes necessary to deal with unpleasant or angry people with the need to problem solve difficult situations.
- It is necessary to adapt to a frequently changing environment.
- Sitting and standing is as needed.
- It is necessary for the position to travel independently to property locations on a regular basis.
JOB DESCRIPTION REVISION
This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with this job. While this job description is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change. This job description replaces all previous descriptions for this position.
An Equal Opportunity Employer
The Bay Club Company (“TBCC”) provides equal employment opportunities without regard to race (and all traits historically associated with race, including but not limited to, hair texture and protective hairstyles), color, religion, creed (including, but not limited to, religious dress and grooming practices), sex (including pregnancy, childbirth or related medical conditions, and breastfeeding, and other related medical conditions), sexual orientation and identity, gender, gender identity, gender expression, actual or perceived national origin/ancestry, accent or ability to speak English, age, disability, marital/familial status, source of income, veteran status, citizenship status, political activities or affiliations, medical condition, genetic information, persons with AIDS or AIDS-related condition, or persons who are victims of domestic violence.
Compensation: $100,000.00 to $120,000.00 per year