Senior Financial Analyst

The Senior Financial Analyst is an essential team member of a small, high-impact Finance team. The Analyst thrives on modeling, analytics, and problem-solving, and wants exposure across financial planning and analysis (FP&A), corporate development, mergers and acquisitions (M&A), financing/lending, and capital markets.

This position helps to deliver high-quality financial models, forecasts, and reporting that drives decision-making across the organization, supporting strategic transactions, financial programs, and board-level reporting.

Financial Modeling and Analysis

• Build and maintain complex, dynamic financial models for budgeting, forecasting, and scenario planning
• Develop valuation and transaction models to support acquisitions, integrations, and new initiatives
• Conduct sensitivity analyses, what-if scenarios, and return metrics such as internal rate of return (IRR), return on investment (ROI), and payback

Corporate Development and Strategic Projects

• Support financial due diligence and modeling for mergers and acquisitions and strategic investments
• Assist with integration tracking and performance monitoring post-close
• Research markets, competitors, and benchmarks to inform investment decisions

Budgeting and Forecasting Support

• Partner with the Director of Finance on budgeting and reforecasting processes
• Analyze trends, identify variances, and provide actionable insights to business leaders
• Prepare monthly reporting packages and management dashboards

Loan Underwriting and Corporate Development

• Partner with the VP of Finance on developing capital deployment programs to facilitate growth in our franchisees’ businesses
• Support financial due diligence and modeling for lending programs and strategic investments
• Lead underwriting efforts, establish defined process, and track ongoing performance

Board and Executive Reporting

• Support development of board and investor materials in partnership with Finance leadership
• Research and report on competitors’ KPI’s, strategies, and performance

Ad-Hoc Analysis, Special Projects, and Decision Support

• Perform special analyses on pricing, margin improvement, and capital allocation
• Partner cross-functionally with accounting, operations, and business units to provide financial insights

Minimum Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field. Four (4) years of relevant education and work experience may be substituted for degree
• Minimum of three (3) years of experience in finance, accounting, financial planning and analysis, investment banking, or corporate development
• Strong financial modeling skills
• Solid understanding of financial statements, valuation concepts, and corporate finance principles
• Excellent verbal, written, interpersonal, listening, and presentation communication skills
• Advanced proficiency in Excel
• Polished and professional demeanor

Preferred Requirements

• Minimum of five (5) years of experience in finance, accounting, financial planning and analysis, investment banking, or corporate development
• Master of Business Administration (MBA) or equivalent
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
• Experience in public accounting and/or a private equity-backed, high-growth, or entrepreneurial environment

Knowledge

• Advanced proficiency in Microsoft Office, including Excel, Word, and Outlook

Skills

• Strong critical thinking and project planning skills
• Strong data analytical skills, with strong attention to detail and accuracy
• Strong project management, time management, and organizational skills
• Strong solution and service-oriented skills, with an emphasis on collaboration, problem solving, follow-through, and responsiveness
• Strong relationship building skills, with a proactive and service-oriented approach to working with team members

Abilities

• Ability to demonstrate good judgement and effective problem-solving, with the ability to address complex issues and provide specialized solutions
• Ability to demonstrate a high degree of flexibility and adaptability
• Ability to work independently as well as in a team-oriented, collaborative environment
• Ability to demonstrate the highest level of integrity and ethics
• Ability to demonstrate a high degree of self-motivation, accountability, and work ethic
Ability to provide strong customer service through all communication mediums

• Sitting
• Keyboarding
• Viewing computer monitor