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Financial Planning and Analysis Manager at Tao Group

Full Time | Salary
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The Financial Planning and Analysis Manager will support the Director of FP&A in NY with day-to-day reporting and analysis. The role will assist in implementing supplemental routine reporting and reviewing projects produced by the team. This is a global role with a scope of work including both venue level and corporate analysis. This will serve to assist senior leadership’s decision making, improve the guest experience, and assist in the execution of TAO Group Hospitality’s long-term plan.


  • Creating summaries and presentations of final projects that depicts both the quantitative key performance indicators and situational narrative/analysis that conveys a clear story.
  • Coordinating with FP&A team members, operations leaders, and cross-department co-workers on various requests to fulfill objectives and deliver the final product to senior leadership as needed.
  • Working closely with various stakeholders to support the companywide annual budget process every step of the way, concluding the process with consolidated reports including but not limited to P&L, Cash Flow, and Summary Statement of Operations.
  • Supporting the secondary budget process for managed venues on a different fiscal calendar, as determined by management agreements.
  • Revising the monthly companywide reforecast and supporting improvements to the process.
  • Conducting monthly analysis on financial results.
  • Improving existing daily reporting; developing new and meaningful daily reporting.
  • Regularly building Excel templates for new and recurring tasks or projects.
  • Reviewing new and existing Excel templates or final products for errors, clarity, and improvements.
  • Using data to make recommendations and provide insight as needed.
  • Demonstrate understanding of internal controls and accounting principles to ensure consistency between portfolio brands for FP&A consolidation of analysis.
  • Conducting research and analysis into questions raised by senior leadership.
  • Collecting, consolidating, and/or analyzing the various pieces required for everything from the budget to forecasts and ad hoc requests.


  • High School Diploma Required or equivalent
  • Bachelor’s degree with a Finance, Accounting, or Business Administration emphasis and/or equivalent combination of education and experience
  • Proof of eligibility to work in the United States and country which applied
  • Valid Driver’s License or Government issued ID
  • 21+ years of age
  • Maintain a professional, neat, and well-groomed appearance adhering to The Company standards
  • Excellent written and verbal communication skills required
  • Must be proficient in Microsoft programs with proficiency in Excel, Word, Adobe, and PowerPoint; with the ability to create reports from raw data using multiple program functions
  • Regularly exhibits and applies strong critical thinking and problem-solving skills
  • Must be self-driven, curious, collaborative, organized, and detail oriented
  • Must balance timeliness with accuracy


The work environment characteristics and/or physical demands described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions 

  • Ability to maintain a high level of confidentiality
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to keep an open and objective view
  • Ability to listen empathetically and be respectful at all times
  • Ability to maintain composure and stay focused
  • Ability to maintain personal integrity
  • Ability to handle a fast-paced, busy, and somewhat stressful environment
  • Ability to work under pressure and meet deadline
  • Must be effective as part of a team; ability to interact with internal and external customers, managers, and coworkers in a professional, courteous manner
  • Must have good positive energy throughout the day
  • Must be able to read the computer monitors
  • Must be able to print legibly for employees, management, and guests to read
  • Must be observant and quick to respond to various situations
  • Must be able to move quickly through work and set the pace in the office
  • Must be able to sit and/or stand for extended periods of time
  • 40 hours per week baseline
  • Evening, weekend, and/or holiday work as required
  • Extended hours as needed
  • Regularly checks emails
  • Flexible office environment 
  • Small to Medium office environment
  • Work in an environment that is subject to varying levels of noise
Tao Group

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