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