SUMMARY OF RESPONSIBILITIES
The Senior Financial Analyst will play a critical role in financial planning, reporting, and analysis across corporate and franchisee-level profitability. This role partners cross-functionally with department and operations leaders to drive disciplined growth, optimal unit economics, and support the long-term goals of the company. This position requires strong financial modeling skills, high sense of curiosity, attention to detail with a high level of accuracy and the ability to translate complex data into clear insights that influence decision-making.
ESSENTIAL FUNCTIONS AND KEY RESULTS AREA
Financial Analysis & Variance Explanations - Analyze monthly financial statements to identify variances, trends, and risks versus plan and forecast
- Partner cross-functionally with department leaders to ensure alignment and accountability to the annual operating plan
- Develop forecasts and actionable insights related to G&A, project expenses, and headcount by department
- Prepare and present clear, well-organized G&A and business insights for the leadership team
- Assist in the preparation of monthly reporting packages for executive leadership and the board
- Support external and investor reporting, including Blackstone reporting requirements
- Support the annual planning and long-range growth process
- Analyze capital expenditures and investment ROI
- Provide analytical support to supply chain forecast and initiatives
- Maintain and enhance financial systems and tools (e.g., Vena, metiRi)
- Reconcile unit counts, closures and temporary closures
Operations Analytics - Support pricing analysis and rollouts
- Maintain and report on FBL scorecards and performance metrics
- Perform hours of operations analysis, as needed
- Perform cafe labor and productivity analysis, as needed
- Onboard new and existing franchisees to the company’s P&L collection and reporting platform
- Monitor franchisee compliance to ensure timely, accurate, and consistent P&L submissions
- Train franchisees and Franchise Business Leaders (FBLs) on metiRi functionality to improve financial visibility and performance insights
Ad Hoc Analysis - Support special projects and ad hoc financial analysis as requested by leadership
- Continuously improve reporting, modeling, and data accuracy across corporate and franchise systems
Qualifications - Bachelor’s degree in finance, accounting or economics
- 2+ years of experience in FP&A, corporate finance, or financial analysis
- Experience in franchised, multi-unit, retail, or QSR is a plus
- Advanced Excel financial modeling, forecasting, and variance analysis skills
- Ability to synthesize large data sets into clear, actionable insights
- Strong communication skills with experience presenting to senior leaders
- Highly organized, detail-oriented, and comfortable working through disciplined deadlines
TRAVEL REQUIREMENTS
None
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