Financial Analyst

Job Summary:

We are seeking a highly analytical and strategic Senior Financial Analyst specializing in timeshare sales and marketing analytics to join our corporate finance team in a private equity-backed timeshare company. This role is critical in providing actionable financial insights related to sales performance, marketing effectiveness, and customer acquisition metrics. You will partner closely with sales, marketing, and finance leadership to optimize campaigns, improve sales funnel efficiency, and drive revenue growth across our portfolio of resorts.

Senior Financial Analyst – Timeshare Sales & Marketing Analytics

Full Time

Location: Summer Bay by Exploria Resorts - 127 Town Center Blvd. Clermont, FL 34714

Key Responsibilities

• Lead financial analysis and reporting on timeshare sales performance, including metrics such as net tour flow, tour-to-sale conversion rates, volume per guest (VPG), and sales velocity.
• Analyze marketing campaign ROI, cost-per-tour, customer acquisition cost (CAC), and campaign effectiveness to guide budget allocation and strategy.
• Develop and maintain detailed financial models to forecast sales outcomes, evaluate promotional offers, and simulate pricing strategies.
• Partner with Sales and Marketing teams to provide data-driven insights that optimize tour scheduling, lead generation, and conversion processes.
• Provide monthly, quarterly, and ad hoc reports on sales and marketing KPIs for senior management and private equity partners.
• Support the budgeting and forecasting process for sales and marketing departments, ensuring alignment with corporate financial goals.
• Identify trends and opportunities to improve sales productivity, customer segmentation, and campaign targeting.
• Collaborate with IT and data teams to improve sales and marketing data infrastructure, reporting automation, and dashboard development.
• Assist in financial due diligence and analysis related to sales and marketing initiatives in new resort acquisitions or expansions.
• Ensure compliance with accounting standards, internal controls, and support audit processes relevant to sales and marketing financial data.

Qualifications

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Marketing Analytics, or a related field (MBA or CPA preferred).
• 5–8 years of financial analysis experience, with a strong focus on sales and marketing analytics.
• Proven experience working with private equity-backed companies or in highly data-driven environments.
• Advanced Excel skills and experience with financial modeling and analytics tools (Power BI, Tableau, or similar).
• Strong understanding of sales funnel metrics, marketing KPIs, and revenue recognition.
• Familiarity with the timeshare, vacation ownership, or hospitality industries preferred.
• Excellent communication skills, capable of translating complex data into actionable business insights.

Preferred Attributes

• Strategic mindset with the ability to influence cross-functional teams and executive leadership.
• Experience improving sales and marketing analytics infrastructure and automating reporting processes.
• Detail-oriented with strong problem-solving skills and ability to work in a fast-paced environment.
• Passion for the hospitality or vacation ownership industry.