ROLE SUMMARYThe Director of Financial Planning & Performance will be a key member of the Finance team, reporting directly to the CFO. This individual will own the analytical backbone connecting store-level operating performance to company-wide financial results - building the reporting, forecasting, and analysis that inform executive decisions on profitability, labor, and growth investment, and translating those insights into clear performance goals that cascade down to the individual store level.
KEY RESPONSIBILITIES- Lead store-level and consolidated financial analysis, identifying performance drivers, trends, and outliers across ~2,000 locations.
- Set and cascade financial and operational performance goals from the enterprise level down to individual stores, in partnership with field leadership.
- Assist with the monthly and quarterly financial reporting package for executive leadership, including variance analysis and management commentary.
- Partner with Operations, HR, and Compliance leaders to translate field performance data into actionable financial recommendations.
- Build and maintain store-level forecasting and budgeting models (revenue, labor, EBITDA), rolling up into enterprise-wide plans.
- Develop and refine KPI frameworks and scorecards (e.g., productivity, cancellation rates, cost per unit) to drive accountability at the store level.
- Support ad hoc financial analysis for strategic initiatives, including store relocations, staffing models, and new market expansion.
- Present findings and recommendations directly to the CFO and, as needed, to the CEO and executive team.
REQUIRED QUALIFICATIONS- Bachelor's degree in Finance, Accounting, Economics, or related field; CPA preferred.
- 5-10 years of progressive experience in financial planning & analysis, corporate finance, or accounting/reporting.
- Demonstrated experience analyzing multi-location or multi-unit operating results (retail, restaurant, healthcare, or similar preferred, but not required).
- Advanced Excel/financial modeling skills; experience with Power BI or similar BI tools strongly preferred.
- Track record of translating complex data into clear, executive-ready recommendations.
- Strong communication skills with the ability to present confidently to senior leadership.
- Collaborative working style - engages Operations, HR, and field leadership rather than working in isolation.
- Able to execute against clear direction while proactively raising questions or flagging issues when stuck, rather than guessing or stalling.
IDEAL CANDIDATE PROFILE- A hands-on analytical contributor who is equally comfortable building a model and presenting its conclusions to the C-suite.
- Comes from an environment with high transaction/location volume where consistency and standardization of reporting matters.
- Naturally curious, digs into "why" behind the numbers rather than just reporting them, and thinks creatively about how to solve problems, not just report on them.
- A true collaborator, not a lone wolf, builds relationships across Operations, HR, and field leadership to get to the right answer.
- Takes direction well, works independently once aligned, and knows when to ask questions rather than push forward on assumptions.
- Comfortable operating in a lean, fast-moving finance team with direct CFO access and visibility.
- Seniority Level
Director - Employment Type
Full-time - Job Functions
- Skills
- IDEAL
- Analytical Skills
- New Market Expansion
- Translation
- Communication
- Interest Rates
- Strategic Initiatives
- Cascade
- Staffing Models
- Internet
