Financial & Planning Analyst (62727)

## Description

**Job Summary:**

The Financial & Planning Analyst supports the casino’s strategic and financial goals by preparing

budgets, forecasts, financial reports, and performance analyses. This role provides management

with critical insights into revenue, expenses, labor, and capital projects to ensure sound decisionmaking. The analyst works closely with department leaders, finance, and executive management

to monitor financial performance, identify trends, and recommend improvements that enhance

profitability and efficiency.

**Responsibilities:**

• Assist in the preparation, review, and monitoring of annual operating and capital budgets.
• Develop and maintain financial models to forecast revenues, expenses, labor, and

departmental performance.

• Analyze casino revenue streams (gaming and non-gaming) to identify trends, risks, and

opportunities.

• Provide variance analysis against budget, forecast, and prior year results, explaining key

drivers.

• Prepare daily, weekly, and monthly financial and operational reports for management

review.

• Support long-term strategic planning initiatives, including market analysis and financial

projections.

• Partner with department leaders to evaluate financial performance and recommend costsaving or revenue-enhancing strategies.
• Assist in preparing presentations for executive leadership and regulatory agencies.
• Monitor and report on capital project spending to ensure alignment with approved budgets.
• Ensure compliance with internal controls, gaming regulations, and company financial

policies.

• Participate in special projects, system implementations, or process improvement initiatives

as needed.

• Perform other duties as assigned

## Qualifications
**Qualifications:**

• Bachelor’s degree in Finance, Accounting, Economics, or closely related field, required;

• MBA or professional certification (CPA, CFA) preferred. A combination of education and
• experience may substitute for a bachelor's degree.

• Four (4) years of experience in financial analysis, planning, or closely related field;

hospitality or casino industry experience strongly preferred.

• Strong analytical skills with ability to interpret complex financial data.
• Must be able to obtain and maintain a valid Catawba Gaming License as required by tribal

and state authorities.

• Must be at least twenty-one (21) years of age.

**Knowledge, Skills & Abilities:**

• Advanced proficiency in Microsoft Excel, financial modeling, and business

intelligence/reporting tools.

• Knowledge of casino revenue streams, KPI’s and financial reporting practices preferred.
• Excellent written and verbal communication skills; able to present findings clearly to nonfinancial stakeholders.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a fastpaced environment.
• Ability to communicate both verbally and in writing, using the English language.
• Ability to work an alternate schedule as needed, to include nights, weekends and holidays.
• Ability to work in a loud fast-paced environment (may occasionally be exposed to secondhand cigarette smoke).

• **Physical Requirements**
• While performing the duties of this position, the employee is regularly required to reach with hands
• and arms; bend to open/use lower drawers or cabinetry; to talk, hear, and see. Prolonged periods of
• sitting at a desk and working on a computer. The employee is occasionally required to stand; walk;
• climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move
• up to 30 pounds.
• Nothing in this job description restricts the management’s right to assign or reassign duties and
• responsibilities on this job at any time.
• Revised 10.05.22 Catawba Indian Nation exercises INDIAN PREFERENCE Native American Indian
• preference shall apply to this position pursuant to the Indian Self-determination and Education
• Assistance Act (24 U.S.C. 450, et seq.), 25 CFR 271.44 and other relevant laws (title 25, U.S. code,
• Section 472 & 473)