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Senior Analyst and Business Partner Job at Oasis Marinas

Oasis Marinas Annapolis, MD 21403

Company Background:
Founded in 2014 and based in Annapolis, Maryland, Oasis Marinas (Company) is the premier third-party marina management company in the United States, providing marina owners support across all aspects of marina management while ensuring boaters receive consistent, quality service and experiences. Oasis Marinas was founded by a team of boat owners with deep industry knowledge in facilities management, hospitality, and marketing; the companys senior management team has decades of experience and a passion for hospitality. At present, Oasis managers over 50 marinas across the United States and has an extensive pipeline for additional managed marinas and marina development and consulting projects.

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Role Overview and Responsibilities: *

The Senior Analyst and Business Partner is a key role in the Financial Planning & Analysis department working on two major responsibilities of the department. The role will work primarily with our preferred ownership partner, to provide modeling and analytical support to facilitate a better understanding of the existing portfolio and also impacting the deployment of capital, asset financing and development investments. This role also will provide business partnering support for several departments as a representative of Finance and trusted advisor. This will require a thorough understanding of select Oasis departments goals, initiatives, budget targets and forecasts. Oasis Marinas and related subsidiaries are Private Equity investments poised to take advantage of accelerated growth opportunities with targeted analysis and decision support. The Senior Analyst & Business Partner role will own tools and templates to organize and present data for meaningful analysis. The role is highly visible and will work with all levels of the organization to achieve these goals.
A successful Analyst & Business Partner is highly motivated, highly organized, efficient in generating analysis and modeling data sets and someone that communicates across all levels at the organization. They are able to thrive in a fast-paced environment that is under a considerable amount of change. The ideal candidate will prove that he/she can form tight partnerships between Finance and other departments by providing insightful analysis and recommendations that can be used to better manage the business. The analysis and support provided by this individual have the potential to be a major driver in the overall success of the company as we continue to aggressively grow the business.

Other Key Responsibilities Include:

Client Support

  • Produce timely analysis of performance metrics across a portfolio of marina properties with rate of return calculations and other key indicators as directed.
  • Build and maintain pro forma financial models for all owned properties
  • Maintain financial models and measure against baseline pro-formas to deliver financial and operational metrics used to evaluate and inform investment decisions.
  • Create pro forma financial projections in support of lender presentations and due diligence, helping to create presentation materials for communication to lenders
  • Influence ROIC analysis on new capital deployments, gathering and integrating feedback from Oasis headquarter and site team members on incremental income upside relative to projected capital spend
  • Partner closely with Oasis operations teams to ensure key data is received timely and validated against expectations.
  • Gain understanding of industry and company drivers to facilitate the development of analytical tools.
  • Maintain consistent and predictable communication channels with management to ensure awareness of financial forecasting inputs and deliver regular and ad-hoc analysis as required
  • Leverage reporting and process automation tools to improve productivity and consistency of output.

Business Partnering

  • Develop and maintain relationships with divisional leaders as assigned and provide budget and forecasting analysis to influence and support company growth objectives.
  • Perform ad-hoc analysis as directed to facilitate query resolution as a trusted advisor.
  • Provide support and participate in departmental FP&A activities as directed to ensure fulfilment of divisional targets.
  • Prepare ad-hoc reports, tables and models in a timely manner using the various tools available to the organization and as instructed by the VP of FP&A.

All other duties Perform all other duties as assigned, including carrying out responsibilities, performing duties, using skills and working in conditions necessary to perform all assigned tasks.

Education, Work Experience Requirements and/or Competencies:

  • At least 3-5 years of relevant experience in financial planning and analysis.
  • Hands-on experience producing and maintaining financial models in Excel.
  • Demonstrated ability to analyze complex data and effectively communicate insights to all levels of the organization
  • Proven experience driving processes and influencing decision making across functions.
  • Strong partnering capabilities, with the ability to influence others without direct authority and push back when required.
  • Comfort interacting with and presenting directly to institutional capital markets third parties
  • Self-starter driving decision support, comfortable in ambiguous environments.
  • Execution mindset, meeting deliverables timely and with a sense of urgency. Excellent time management and project management skills.
  • Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science, or related field.
  • Expert-level Microsoft Excel skills; advanced Power Point and Word skills required.

Personal Characteristics:

  • High energy and action-oriented
  • Strong, entrepreneurial leader
  • A natural relationship builder with the ability to get things done in an evolving/emerging environment
  • Self-starter mentality, yet a team player with a collaborative approach
  • Attention to detail with good business judgment and exceptional maturity, diplomacy, and communication skills
  • Ability to influence others and implement change while formalizing processes
  • Execution mindset, meeting deliverables timely and with a sense of urgency. Excellent time management and project management skills.
  • Self-starter driving best-in-class decision support, comfortable in ambiguous environments.

Physical Requirements:
What is physically required to perform the daily tasks and job duties?

  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Job Type: Full-time




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