Financial Analyst

Key Responsibilities

• Financial Planning, Analysis & Controllership Partnership:
• Support financial forecasting and budgeting processes through data-driven insights
• Month-end close process execution and ownership to a high degree
• Work with Accounting partners to ensure controllership priorities
• Conduct ad-hoc financial analyses to address specific business questions
• Create financial dashboards and reports to track key performance indicators
• Help oversee invoice, payment, and other processes for controllership and proper general ledger coding

• Data Management and Analysis:
• Collect, clean, and organize data from various sources to ensure accuracy and reliability
• Track departmental KPI’s on a weekly/monthly, and quarterly basis
• Evolve and support company data dashboard
• Develop and implement data analysis processes to identify trends, patterns, and opportunities

• Company and Departmental Analysis:
• Leverage financial and operational data to provide insights on business drivers and downstream impacts
• Identify operational inefficiencies through data analysis
• Support franchise performance evaluation with standardized metrics
• Marketing Examples: Evaluate the effectiveness of marketing campaigns and sales promotions using relevant metrics; analyze customer acquisition costs, retention rates, and lifetime value; provide recommendations to optimize marketing spend and improve campaign performance

• Reporting and Visualization:
• Create comprehensive financial reports and visualizations to communicate findings effectively
• Use the company’s financial and accounting tools to build, refine, and expand JETSET’s custom financial reports and dashboards, delivering clear insights on unit and system performance.
• Collaborate with BI team members on dashboards for various stakeholders
• Present complex data in an accessible format for non-technical audiences

• Cross-Functional Collaboration:
• Partner with departments across the organization to build financial modeling and help them understand the financial drivers and outputs of their business
• Translate business questions into analytical financial frameworks
• Communicate insights and recommendations to drive business decisions
• Partner with department leaders and executive leadership to align FP&A outputs with strategic priorities and operating decisions

• Continuous Improvement:
• Stay current with industry trends and best practices in finance and accounting
• Recommend and implement improvements to finance and accounting processes, data construction and storage, and analysis processes
• Identify opportunities for automation and efficiency in reporting workflows

What You Need to Be Successful

• To excel as a Financial Analyst at JETSET Pilates Franchising, you will need to embody several key qualities and skills that align with our dynamic and fast-paced startup environment:
• Analytical Mindset: Strong problem-solving abilities with attention to detail and accuracy
• Technical Proficiency: Expertise in Excel and data modeling, and proficiency in SQL and business intelligence tools
• Communication Skills: Ability to translate complex data findings into clear, actionable insights
• Adaptability: Thrive in a rapidly changing environment where priorities may shift quickly
• Self-Motivation: Proactive approach to identifying opportunities for data-driven improvements
• Collaborative Spirit: Work effectively with cross-functional teams to achieve shared objectives
• Business Acumen: Understanding of how data insights connect to business outcomes
• Time Management: Efficiently manage multiple projects and competing priorities

Requirements

• Education: Bachelor's degree in Finance, Accounting, Business, Economics, or related field
• Experience: Minimum of 3 years of experience in finance, accounting, or business intelligence
• Technical Skills: Advanced Excel, proficiency in SQL, and experience with BI tools (such as Tableau, Power BI, or Looker). Experience with Quickbooks, Qvinci, or Mindbody is a plus.

• Data Modeling: Advanced Excel experience, SQL, or similar modeling basis
• Programming: Knowledge of Python, R, or similar programming languages is a plus
• Communication: Excellent written and verbal communication skills and the ability to work cross-functionally with different teams
• Problem-Solving: Strong analytical and critical thinking abilities
• Industry Knowledge: Experience in franchise, retail, or fitness industries is a plus