About the role

The Financial Analyst provides financial insights and recommendations to leadership to drive company strategy and decision-making. Key duties include preparing monthly financial reviews, managing annual budgets, and maintaining cash flow models.

What they look for

Financial Analysis FP&A Budgeting Forecasting ROI Analytics Cash Flow Modeling MS Excel GAAP Alteryx Power BI Vena Data Analytics Variance Analysis Operational Modeling Strategic Planning Business Intelligence

Requirements

A bachelor's degree in Finance, Accounting, Statistics, or a related business field is required. Proficiency in MS Excel and a working understanding of GAAP are essential, with experience in Alteryx, Power BI, or Vena preferred.

Full description

The Financial Analyst role in the FP&A department works with directors and senior leadership team members to provide financial insights and recommendations that help drive company strategy and decision-making. The Financial Analyst prepares monthly financial reviews with deep dive ad hoc analytics to explain root causes for large variances. This position collaborates with department heads to plan annual budgets and perform ROI analytics on capital projects. In addition, the Financial Analyst helps maintain in-depth cash flow models used to support capital planning and strategic decision-making processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsibilities:

Recurring analysis of both financial and operational data on an ad hoc, daily, weekly, monthly, quarterly, and annual basis

Continually improve the analytics process to make it more efficient and effective

Coordinate and work with cross-functional team members in business intelligence, finance and operations to establish and continuously improve the reporting process

Identify key business issues and opportunities and work efficiently and effectively towards achieving solutions

Assist in facilitating department level budgeting and forecast development

Monitor department level budget to actual performance and effectively communicate the results to finance and operations leadership

Identify root causes of budget to actual variances and implement effective corrective actions

Knowledge, Skills, and Abilities:

Strong analytical skills

Ability to pay attention to details while also understanding financial impacts at a macro level

Advance MS Excel expertise

Exposure to financial, labor and other operational modeling

Working understanding of GAAP

Experience using tools such as Alteryx, Power BI and/or Vena a plus

EDUCATION AND REQUIREMENTS

Required:

Bachelor's degree in Finance, Accounting, Statistics, or other related fields in Business

Preferred:

Retail, Restaurant or Convenience Store experience a plus

Three years of experience in a financial or operations analyst role is a plus

Passion for constant and continued learning

PHYSICAL REQUIREMENTS

Prolonged periods sitting at a desk and working on a computer

Must be able to lift up to 15 pounds at times