Senior Financial Analyst

POSITION SUMMARY

Sr. Financial Analyst is responsible for ownership of reporting needs as it pertains to the Carl’s Jr. company-owned restaurant portfolio. This role provides financial analysis and support to drive business performance.

ESSENTIAL FUNCTIONS

May perform any or all of the following duties:

• Supports Carl’s Jr. corporate restaurants to accurately report Key Performance Indicators (KPIs) on a weekly, periodic, quarterly, and annual basis
• Prepares and analyzes restaurant P&Ls to ensure data accuracy and provide actionable recommendations
• Itemizes variances to forecast, budget, and prior year
• Acts as primary financial liaison for company operations team, presenting to senior leadership
• Manages sales forecasting for both Hardee’s and Carl’s Jr.
• Assists in the quarterly forecast and annual planning processes
• Establishes project timelines and follows-up with other departments to ensure deadlines are met
• Assists with ad hoc analysis to support strategic initiatives, including presentations for the Leadership Team, Board of Directors, Franchise Advisory Boards, brand conventions, and/or individual departments
• Develops, refines, and maintains analytical tools and complex financial models
• Consistently exercises independent judgment and discretion in matters of significance
• Performs other duties and/or special projects as assigned in response to changing business conditions and/or requirements

POSITION QUALIFICATIONS/CORE COMPETENCIES

• Bachelor’s Degree in Finance, Accounting, Business Management or related field
• 4-5 years of experience in Financial Analysis or similar role
• Must be proficient in Microsoft Office applications, especially Excel and PowerPoint
• Strong communication skills, with ability to influence senior leadership
• Must display strong analytical and organizational skills and have the ability to identify and implement process improvement strategies
• Prior experience with databases and Business Intelligence tools preferred
• General knowledge of restaurant business model preferred

WORK ENVIRONMENT

•  Restaurant Support Center that operates in a fast-paced setting with a high volume of activity and a deadline-driven environment. The role follows a hybrid work model, requiring on-site presence in the office every Tuesday, Wednesday, and Thursday.

PHYSICAL DEMANDS

• Sitting for extended periods of time, using telephone, typing and/or operating a computer/mouse
• Limited travel as needed

THE COMPANY RETAINS THE RIGHT TO CHANGE OR ASSIGN OTHER DUTIES TO THIS POSITION AS DEEMED APPROPRIATE WITH OR WITHOUT NOTICE.