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Financial Analyst I

Coppell, United States

Overview:

If you’re looking for a purpose and not just a job, join the Smoothie King team and turn your purpose into a fulfilling passion!

We're not just the pioneers of the nutritional smoothie; we're the champions of inspiring people to live a healthy and active lifestyle. With over 1300 stores and counting, we’ve grown to become the largest nutritional smoothie bar in the nation, with a simple recipe for success: Hire the best people, use the best ingredients, and blend with a purpose.

At Smoothie King, we're serious about our clean ingredients and passionate about our guests' health and wellness journeys—but that doesn't mean we don't know how to have a good time. Here, you'll find work that's equal parts challenging and rewarding, all within a culture that's as amazing as our smoothies. We're committed to continuous improvement, achieving our goals, and fostering a supportive and collaborative environment where every team member can thrive.

General Overview:

The Financial Analyst I is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.

Essential Functions:

Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.

Major Responsibilities / Specific Requirements:

Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills, both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with Smoothie King’s values and a passion for contributing to a purpose-driven brand.
Promote the culture, values, and mission of Smoothie King.

Education and Experience Requirements:

Bachelor’s degree in finance, accounting, economics, business, or a related field.
Internship or up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.

What We Offer:

Join our team and enjoy an unusually fun work environment with an upbeat atmosphere and great team members. It is our purpose to maintain an environment our team members can brag about, where our focus and belief are built on our core values: We Are Better Together, We Keep Evolving, We Live Our Mission, We Do the Right Thing, and We Focus and Finish. With our core values at the forefront of every decision we make, it allows for collaboration, passion, and a no-limits mindset when it comes to your future! We keep our team happy with our great benefits package, free smoothies, flexible work schedules, office lunches and parties, monthly fitness challenges, free gym access, and more fun activities to make Smoothie King a happy and healthy place to work.

Our Mission

Inspire people to live a healthy and active lifestyle.

Our Vision

We make the world a better place by nourishing healthy habits.

At Smoothie King, when we say inspire people, we mean everyone. We champion a diverse and inclusive workforce that is representative of the guests we serve. We blend the unique members of our organization, celebrating what is both common and different to grow better together and Rule the Day. The foundation of our diversity efforts is closely tied to our core values, which includes “We Are Better Together” and “We Do the Right Thing”. We are proud to be an equal opportunity employer and consider all qualified candidates, without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, or medical condition or disability. If you are a person with a disability and you need assistance in applying for a position with Smoothie King, please call our Human Resources Department at 214-935-8900 and direct assistance will be provided.

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