What are the responsibilities and job description for the Senior Analyst - Business Systems & Data position at Walters Hospitality?
Senior Analyst – Business Data & Systems (REMOTE)
Walters Hospitality is one of the premier wedding and hospitality companies in the United States, owning and operating 40 venues across Texas and Georgia. Our vertically integrated platform encompasses venue operations, catering, bar services, lodging, construction and design, and a curated vendor collective. As we scale, we are investing heavily in the data infrastructure and financial systems that will power our next phase of growth.
Position Summary:
The Senior Analyst, Business Data & Systems is a newly created role that sits at the intersection of financial analysis, business intelligence, and IT systems management. Reporting to the VP - FP&A, this individual will serve as the primary owner of Walters’ financial technology stack and data infrastructure, while simultaneously functioning as a hands-on data and financial analyst who transforms raw data into actionable insights for leadership.
This is a high-impact position for someone who is equally comfortable configuring databases and API integrations as they are building executive dashboards or presenting variance analyses to the CFO. The ideal candidate brings a blend of IT/data engineering expertise and financial acumen, and thrives in an entrepreneurial, fast-paced environment where they can help shape the company’s data strategy from the ground up.
Key Responsibilities:
Financial Systems & IT Infrastructure Management
Walters Hospitality is one of the premier wedding and hospitality companies in the United States, owning and operating 40 venues across Texas and Georgia. Our vertically integrated platform encompasses venue operations, catering, bar services, lodging, construction and design, and a curated vendor collective. As we scale, we are investing heavily in the data infrastructure and financial systems that will power our next phase of growth.
Position Summary:
The Senior Analyst, Business Data & Systems is a newly created role that sits at the intersection of financial analysis, business intelligence, and IT systems management. Reporting to the VP - FP&A, this individual will serve as the primary owner of Walters’ financial technology stack and data infrastructure, while simultaneously functioning as a hands-on data and financial analyst who transforms raw data into actionable insights for leadership.
This is a high-impact position for someone who is equally comfortable configuring databases and API integrations as they are building executive dashboards or presenting variance analyses to the CFO. The ideal candidate brings a blend of IT/data engineering expertise and financial acumen, and thrives in an entrepreneurial, fast-paced environment where they can help shape the company’s data strategy from the ground up.
Key Responsibilities:
Financial Systems & IT Infrastructure Management
- Own and administer the company’s financial technology ecosystem, including Sage Intacct, Planful, Celigo, Calendly, Tripleseat, Ramp, Corrigo, and Paycom.
- Manage and optimize integrations between systems via Celigo, ensuring seamless and accurate data flow across the organization.
- Serve as the internal subject matter expert and first point of contact for all financial systems issues, configurations, and enhancements.
- Lead the evaluation, selection, and implementation of future data and analytics infrastructure (e.g., Snowflake, Sigma, Power BI) as the company matures its data capabilities.
- Develop and maintain system documentation, data dictionaries, and standard operating procedures for all financial technology platforms.
- Partner with external vendors, consultants, and implementation teams to execute system rollouts and upgrades.
- Provide strategic recommendations to the VP of FP&A and CFO on technology investments, system architecture, and the company’s data roadmap.
- Design, build, and maintain reporting dashboards that synthesize data from multiple systems into unified, executive-ready views.
- Perform regular and ad hoc financial and operational analyses, including revenue trends, cost analysis, venue-level profitability, and key performance indicators across the portfolio.
- Create and deliver data-driven presentations and reports for executive leadership and venue operations teams.
- Develop and maintain financial models that support budgeting, forecasting, and strategic planning processes in collaboration with the broader FP&A team.
- Identify trends, anomalies, and opportunities in data that drive business decisions and operational improvements.
- Ensure data integrity, accuracy, and consistency across all reporting outputs through robust validation and reconciliation processes.
- Collaborate with cross-functional stakeholders (operations, sales, marketing, construction) to understand their data needs and translate them into scalable reporting solutions.
- Champion a data-driven culture across the organization by improving data literacy, access, and self-service reporting capabilities.
- Stay current on emerging trends in financial technology, data engineering, and business intelligence relevant to the hospitality industry.
- Contribute to the long-term data strategy, including data governance, security, and scalability planning as Walters Hospitality continues its rapid growth.
- Bachelor’s degree in Information Systems, Data Science, Computer Science, Finance, Accounting, or a related field.
- 5 years of progressive experience in a role combining financial/data analysis with IT systems administration or data engineering.
- Demonstrated experience administering or implementing financial systems such as Sage, NetSuite, or comparable ERP/CPM platforms.
- Hands-on experience with integration platforms (Celigo, Workato, MuleSoft, or similar iPaaS tools) and managing data flows between enterprise applications.
- Strong proficiency in SQL and at least one data visualization/BI tool (Tableau, Power BI, Sigma, or similar).
- Advanced Excel/Google Sheets skills, including complex financial modeling, pivot tables, and data manipulation.
- Proven ability to build executive-level dashboards and reports that communicate complex data clearly to non-technical audiences.
- Proven success as a project manager.
- Strong written and verbal communication skills, including the ability to present findings and strategic recommendations to senior leadership.
- Experience in the hospitality, events, food and beverage, or multi-unit services industry.
- Relevant professional certifications such as Sage Intacct Certified, Snowflake SnowPro, Tableau Desktop Specialist, Microsoft Certified: Power BI Data Analyst, or similar.
- Experience with cloud data platforms and modern data stack tooling.
- Familiarity with Python or R for data analysis and automation.
- Track record of building data infrastructure from the ground up in a high-growth or entrepreneurial environment.
- Analytical Rigor: Approaches problems with intellectual curiosity and a commitment to data-driven decision-making. Comfortable with ambiguity and able to structure analyses from scratch.
- Systems Thinking: Sees connections between disparate platforms and data sources. Understands how changes in one system cascade across the technology ecosystem.
- Ownership Mentality: Takes full accountability for the company’s data infrastructure and reporting outputs. Proactively identifies issues and drives solutions without waiting for direction.
- Communication: Translates technical concepts into business language. Equally effective presenting to the CFO and troubleshooting an integration with a vendor support team.
- Adaptability: Thrives in a fast-growing company where priorities shift, systems evolve, and the ability to learn quickly is essential.