Financial Analyst

The Financial Analyst supports the Financial Planning & Analysis (FP&A) function through financial analysis, budgeting, forecasting, long-term planning, and financial modeling. This role partners with management and cross-functional teams to drive performance, support key initiatives, and provide actionable insights. The Financial Analyst applies strong business acumen and a comprehensive understanding of financial concepts and statements to support the goals of the Accounting and Finance departments.

Essential Duties and Responsibilities

• Perform ad hoc financial analysis to support strategic initiatives and special projects.
• Develop and monitor key performance indicators (KPIs) and metrics to drive operational performance and informed decision-making.
• Compile, analyze, and interpret financial data using various reporting tools.
• Provide financial planning, analysis, and recommendations to senior management to support strategic objectives and identify performance improvement opportunities.
• Assist with the monthly close process, including variance analysis and preparation of reporting packages.
• Review accounts and financial reports to ensure accuracy and integrity of data.
• Identify trends and key drivers of business performance and communicate insights to leadership.
• Analyze financial and operational data using reporting, visualization, and business intelligence tools.
• Build and maintain financial models to support budgeting, forecasting, and long-term planning.
• Continuously enhance reporting processes, dashboards, and analytical tools through automation and process improvements.
• Partner with business unit leaders to establish and refine performance metrics.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field
• 5+ years of experience in Accounting, FP&A, or a related financial role
• Experience in the restaurant or hospitality industry preferred

Skills & Abilities

• Strong written and verbal communication skills, with the ability to effectively present financial information
• Advanced analytical and problem-solving capabilities
• Strong business math and quantitative skills
• Ability to interpret complex financial data and provide actionable insights

Technical Skills

• Advanced proficiency in Microsoft Office, particularly Excel
• Experience with financial consolidation tools (e.g., Planful) preferred
• Experience with business intelligence and data visualization tools preferred

Additional Information

Supervisory Responsibilities

• None

Work Environment & Physical Demands

• Primarily office-based, requiring extended periods of sitting and computer use
• Occasional standing, walking, and lifting up to 20 pounds
• Limited travel (less than 5%)

Other Requirements

• Ability to perform essential job functions with or without reasonable accommodation

Disclaimer

This job description is not intended to be an exhaustive list of duties or responsibilities. Employees may be required to perform additional duties as assigned. Work location and onsite requirements will be determined based on company policy and business needs.