The Financial Planning Analyst supports Morongo Casino Resort & Spa’s financial decision-making through detailed data analysis and business reporting. Under the supervision of the Manager of Financial Planning & Analysis, this role is responsible for retrieving, organizing, and analyzing operational and financial data using query tools and Excel. The Analyst delivers actionable insights and collaborates across departments to improve performance and support strategic initiatives.

• Extracts and analyzes data from AS400 and Oracle using Tableau and other querying tools to support financial reporting needs.
• Prepares financial reports, dashboards, and performance metrics as directed by the Manager of Financial Planning & Analysis.
• Assists in the creation and delivery of presentations that communicate trends, forecasts, and business insights.
• Ensures data accuracy, consistency, and integrity in all analysis and reporting deliverables.
• Partners with internal departments to collect relevant data and identify areas of improvement to enhance financial performance.
• Develops and distributes ad hoc reports for special projects or operational reviews.
• Maintains working knowledge of core business and financial principles, including profit/loss, variance analysis, and trend recognition.
• Performs other duties as assigned to support the overall success of the Financial Planning & Analysis function.

SUPERVISORY RESPONSIBILITIES:
This position does not have direct supervisory responsibilities but may provide guidance or support to other team members.

• Knowledgeable in the safe use of cleaning chemicals and custodial equipment.
• Demonstrates strong interpersonal communication and professional behavior with guests and coworkers.
• Displays sound judgment, reliability, and integrity in daily responsibilities.
• Committed to delivering exceptional guest service in a clean and well-maintained environment.

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
  MBA or progress toward a professional designation (e.g., CFA, CPA) is a plus.
• Minimum of 2 years of experience in financial planning and analysis, budgeting, or related finance roles.
• Strong analytical and quantitative skills with experience in financial modeling, forecasting, and variance analysis.
• Skilled in SQL and relational database design; with advanced use of data visualization platforms including Tableau, Power BI, and Cognos.
• Proficiency in Excel and financial reporting tools; experience with ERP systems (e.g., Oracle, SAP, UKG Pro, or similar) preferred.
• Familiarity with key financial metrics and performance indicators.
• Experience in a high-volume, fast-paced environment or hospitality/gaming industry preferred.

LICENSES, CERTIFICATES, REGISTRATIONS:

Must have successfully completed a background check and obtained a gaming license issued by the Morongo Gaming Agency, as required.

LANGUAGE SKILLS:

Must be able to read and interpret documents in English, such as instructions, guidelines, policies, and procedures. Must also be able to communicate clearly and effectively with team members, management, and guests.

PHYSICAL DEMANDS:

Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.

• Communication Skills: Must be able to communicate clearly and effectively in person, by phone, and in group settings.
• Lifting and Carrying: Occasionally lifts documents, equipment, or supplies weighing up to 25 pounds.
• Manual Dexterity: Frequently uses hands to operate a computer, calculator, and other standard office equipment.
• Mobility: Occasionally moves throughout the property and between departments for meetings and operational support.
• Stationary Work: Frequently remains seated at a desk or computer workstation for extended periods.
• Tool Operation: Regular use of computers, software applications, and standard office equipment.
• Visual Acuity: Requires close vision, depth perception, and the ability to adjust focus while reviewing data and documents.
• Working Conditions: Regularly works in both office and casino environments, with exposure to moderate to high noise levels and a smoking environment.

WORK ENVIRONMENT:

This is a dynamic, fast-paced environment that requires the ability to adapt and perform under pressure. The casino operates with moderate to loud noise levels and is a smoking environment, requiring team members to work comfortably in these conditions.

WORKING HOURS:

Morongo Casino Resort & Spa operates 24 hours a day, 365 days a year; therefore, flexibility in scheduling is essential. Team members must be available to work shifts that may include evenings, weekends, holidays, and special events. Schedules are subject to change based on business needs and may include overtime, as well as work on both weekdays and weekends.

INDIAN PREFERENCE:

We are an Equal Opportunity Employer and practice Native American preference in accordance with applicable laws.