Financial Analyst

POSITION SUMMARY

The Finance Analyst will be the key resource for Executive Leadership on corporate G&A related expenses & ad-hoc strategic projects, as well as the key partner for Corporate Shared Services business leaders. This position monitors/reviews monthly transactional activity and assesses the impact on business results. This position assists with financial analysis, quarterly forecasting, annual budgeting, operating plan variance analysis, the analysis of actual results, financial reporting, special projects, and ad hoc analysis. This position will be a key financial modeling resource for the executive team on ad-hoc strategic initiatives.

ESSENTIAL RESPONSIBILITIES

Financial Analysis (25%)

• Analyzes, consolidates, and interprets financial data and results against targets/plans and provides reports/summaries
• Conceptualizes and builds automated financial models with documentation
• Monitors variances/deviations, identifies trends, recommends actions to improve financial performance, and analyzes data to ensure accurate accruals are in place for monthly and quarterly close
• Performs detailed research and variance analysis against forecasts, budget and actuals, on costs, revenue, capital expense, liabilities, and other operating metrics
• Analyzes large data sets to identify trends and develop insightful reporting

Financial Reporting (20%)

• Reconciles financial systems to ensure business transactions are accurately reflected in financial reporting
• Prepares variance analysis of company’s actual, forecast, and budget results
• Prepares monthly financial reports and dashboards for various levels of management
• Prepares monthly cost center reports, including operating expenses and headcount performance to prior year, forecast, and budget
• Prepares detailed financial reports and presentations for review by various departments and levels of management
• Prepares ad hoc reports and responds to financial analysis requests

Forecast and Budget (20%)

• Performs quantitative analysis and financial modeling of internal and external data to provide insight on drivers of profitability.
• Monitors and analyzes results of financial data against plans, forecasts, and budgets.
• Analyzes financial performance against key business metrics to determine progress against budgets/forecasts.
• Assists with annual budget and quarterly forecast preparation and upload to financial reporting systems.
• Assists with coordination, consolidation, and analysis of monthly forecast cycles and financial statement forecasting.

Finance Support (20%)

• Collaborates with cross-functional teams to improve analysis and insight and to ensure monthly performance is accurately reflected in the company’s financial systems.
• Facilitates monthly close process and analysis of profit & loss, working capital, and non-financial accounts to ensure accuracy and timeliness, to provide performance recommendations, and to maintain compliance.
• Assists internal audit with the financial management process walkthroughs, controls, policies, and procedures to comply with internal / external audit controls and model governance.
• Assists in the development and preparation of the monthly and quarterly financial results packages and presentations.
• Assists with systems and process implementations.
• Assists with the loading and validation of forecast and budget data into the financial systems.

Financial System Administration (15%)

• Helps support the production environment and monthly close process.
• Administers data and metadata updates and executes data validations, reconciliations, and testing.
• Assists in report development to meet the evolving financial reporting and analytical needs of the business.
• Identify opportunities and develop procedures to automate reporting and analysis steps that support increased process effectiveness and efficiency.

Performs Other Responsibilities As Assigned

SIGNIFICANT WORKING RELATIONSHIPS

• Senior management
• Business unit management teams
• Accounting team
• Shared Services business leaders

QUALIFICATIONS

Experience, Education, and Certifications:

• 1 to 2 years of experience in private equity, corporate finance, or banking preferred
• Bachelor’s degree in Finance, Mathematics, Engineering, or a related field of study preferred
• Master’s degree is preferred
• Experience in forecasting, budgeting, and variance analysis
• Retail, franchisee, restaurant, food, or beverage experience preferred

Knowledge and Skills:

• Working knowledge in building financial models, including advanced Excel skills
• Working knowledge of Microsoft Dynamics AX (or similar) general ledger module is a plus
• Working knowledge of Income Statement, Balance Sheet, and Statement of Cash Flows
• Working knowledge of budgeting and forecasting models/processes
• Ability to build, organize, and retrieve reports using deFacto financial reporting application and BI360 suite, or similar financial reporting application
• Ability to convey clear, concise information in verbal, written, electronic, and other communication formats; and to demonstrate active listening while engaging others
• Ability to develop and maintain positive business relationships and foster an environment of mutual respect, understanding, trust, and support
• Ability to anticipate and respond to the needs of stakeholders (e.g., internal and external customers, etc.) in a timely manner
• Ability to adapt and adjust planned work through assessing work demands, competing priorities, and tight deadlines; and to understand the most effective and efficient means to accomplish tasks
• Proficient in Microsoft Office Suite

PHYSICAL REQUIREMENTS/WORKING CONDITIONS

This position works in a typical office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Must be able to sit and stand for long periods of time, kneel, stoop, crouch, crawl, use hands and fingers, and lift/carry at least 10 lbs.

Education

Bachelor’s Degree Finance, Accounting, or a related field of study (preferred) Req

Master’s Degree Pref

Work Experience

Prior experience in finance, accounting, or financial planning/analysis Pref

Experience in forecasting, budgeting, and variance analysis Req

Retail, franchisee, restaurant, food, or beverage experience Pref

Skills and Abilities

Working knowledge in building financial models, including intermediate to advanced excel skills

Working knowledge of Lawson accounting/Microsoft Dynamics AX (or similar) general ledger module

Working knowledge of Income Statement, Balance Sheet, and Statement of Cash Flows

Working knowledge of budgeting and forecasting models/processes

Ability to build, organize, and retrieve reports using Hyperion Essbase/Smartview financial reporting application and BI360 suite

Ability to convey clear, concise information in verbal, written, electronic, and other communication formats; and to demonstrate active listening while engaging others

Ability to develop and maintain positive business relationships and foster an environment of mutual respect, understanding, trust, and support

Ability to anticipate and respond to the needs of stakeholders (e.g., internal and external customers, etc.) in a timely manner

Ability to adapt and adjust planned work through assessing work demands, competing priorities, and tight deadlines; and to understand the most effective and efficient means to accomplish tasks

Proficient in Microsoft Office Suite

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled