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Senior Financial Analyst

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Position Description

The full-time role of Senior Financial Analyst is an on-site position based in Columbus, OH. The Senior Financial Analyst will be responsible for analyzing financial data, identifying trends, evaluating performance, and providing actionable insights to improve restaurant operations. Day-to-day tasks include monitoring and reporting on key performance indicators, developing and implementing cost-saving strategies, and supporting the management team with data-driven decisions.

Essential Functions And Duties

  • Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.
  • Perform monthly and quarterly trend analysis for the company and business units versus performance targets
  • Collect various industry data and compare to business unit financial performance to identify any variations
  • Analyze data to find opportunities for improving sales, traffic, and profitability at the individual restaurant level
  • Assist in analyzing marketing campaign results, sales and pricing analysis, and food and labor costs
  • Assist in the development of financial forecasts, budgets, and projections, including targets related to Restaurant level EBITDA, expenses and productivity
  • Analyze and support business unit results and provide the operations team with data-driven insights into the financial health of individual restaurants and recommend corrective actions
  • Complete other ad hoc financial analysis
  • Compile and present financial information in reports, presentations, and dashboards for management and operations
  • Responsible for driving continuous improvement in financial analysis and reporting utilizing the various data collection systems.

Required Knowledge, Skills And Abilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, as assigned. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Analytical and quantitative skills: Ability to work with large datasets, identify trends, and perform complex analysis
  • Demonstrate Advanced Power BI, spreadsheet and database skills, and extensive experience with dashboards and data visualization tools
    • Proactive: must initiate analysis on their own and take initiative to challenge standard analysis and to look at new ways of solving problems
  • Intellectual curiosity: exhibit continuous drive to seek root cause of problems
  • Well-developed communication & interpersonal skills, and ability to clearly explain complex financial information to both financial and non-financial audiences.
  • Strong analytical, planning, problem solving, and decision making skills
  • Higher energy level and willing to conduct periodic travel to company locations
Education And Experience

  • Bachelor’s degree in Finance or related Business required
  • Must Have Experience with business intelligence platforms
  • 3-5 years of experience in a financial or analytical role, in the multi-unit restaurant or retail industry
  • Understanding and experience with financial modeling, financial systems, and processes

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