Essential Duties and Responsibilities
· Prepare recurring financial reports, dashboards, and analyses that provide timely, accurate visibility into company, market, and stand performance.
· Analyze actual results against budgets, forecasts, and prior periods; investigate variances and explain the underlying business drivers.
· Support annual budgeting, forecasting, and long-range planning by gathering inputs, maintaining financial models, and documenting assumptions.
· Evaluate sales, labor, food and packaging costs, operating expenses, and margins to identify trends and opportunities for improvement.
· Build financial models and scenario analyses to evaluate business initiatives, capital investments, and operational changes.
· Partner with Finance, Accounting, Operations, and other departments to understand results, validate data, and develop practical recommendations.
· Use AI tools, including Claude, to support data analysis, research, report development, and workflow improvement; independently validate outputs and protect confidential information.
· Improve reporting processes through automation, standardized templates, and more effective use of existing systems.
· Prepare clear presentations and summaries that translate detailed analysis into actionable recommendations for leadership.
· Support monthly financial review and close-related analysis, reconcile reporting data to source records, and complete special projects as assigned.
Required Qualifications
· Bachelor’s degree in Business, Finance, Accounting, Financial Planning and Analysis (FP&A), or a closely related field.
· At least two years of relevant experience in financial analysis, FP&A, accounting, or a similar role.
· Hands-on experience using AI tools such as Claude in a professional or analytical setting, with the ability to develop effective prompts, critically evaluate results, and incorporate verified outputs into work.
· Strong analytical and problem-solving skills, with an inquisitive mindset and a willin