Compass

Financial Analyst

Compass$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 4-year degree in Business/Accounting or 5+ years as an Analyst
  • Experience in high-volume retail or food service analysis
  • Strong partnership and influencing skills in a matrixed environment
  • Problem-solving abilities in dynamic situations
  • Capacity to manage multiple tasks with shifting priorities
  • Proficient in Microsoft Office and Google Suite
  • Basic SQL proficiency for database interaction
  • Experience in data visualization tools like Tableau or Google Data Studio

Responsibilities

  • Conduct financial modeling projects to enhance accuracy and decision-making
  • Uphold and enforce financial policies and standards
  • Address any financial issues with the regional team
  • Prepare and oversee financial summary reports periodically
  • Engage with site and client leadership teams in meetings
  • Create and maintain financial tools for diverse management levels
  • Monitor financial KPIs for site leadership and clients
  • Manage weekly financial roll-up for clients
  • Support budget processes through training and development
  • Assist in financial modeling for new initiatives and projects
  • Facilitate quarterly business discussions and strategic review presentations
  • Ensure data validity through process development
  • Develop and maintain data infrastructure
  • Undertake ad hoc analyses as required

Benefits

  • Retirement Plan
  • Health and Wellness Programs
  • Discount Marketplace
  • Identity Theft Protection
  • Pet Insurance
  • Voluntary Benefits (including Critical Illness and Accident Insurance)
  • Medical, Dental, Vision Insurance
  • Life and Disability Insurance
  • Commuter Benefits
  • Flexible Spending Accounts
  • Employee Assistance Program
  • Paid and/or unpaid time off based on applicable laws
Full Job Description
  • We are hiring immediately for a Financial Analyst position.
  • Location: Mountain View CA.
  • Schedule: Monday - Friday
  • Pay Range: $110,000.00 - $130,000.00 annually


Background to Role

The Finance Team exists to support the Food program regionally and to champion best financial practices as it relates to analysis, budget, forecasting and spend for all aspects of the Food Program. The Finance Team consists of three main work streams: Accounting, Financial Planning & Analysis (FP&A) and Data Analytics.

Role Summary

To support our growth we're looking for a Financial Analyst to join our team!

The Financial Analyst will mainly support the Financial Planning & Analysis and Data Analytics work streams within the Finance Team.

You will partner with Bon Appetit's and Compass' Site Leadership as well as Client Service Managers to focus on financial modeling and analysis to outline growth and determine financial opportunities and efficiencies that benefit the food programs overall. You will also support the development and maintenance of the data infrastructure platform and promote effective data validation, data cleansing and data storage practices to enable accurate reporting and provide data for ad hoc analysis projects.

This position reports into the Regional Controller, and will leverage their strong financial, business and analytical skills to partner with key stakeholders (culinary, operations, hospitality, concept development, procurement, risk management, and HR), to promote financial best practices in line with Bon Appetit's standards and Food program expectations while maintaining enhanced user experience. This position is on-site.

The great things you'll do
  • Financial modeling projects to add depth of understanding and accuracy to financial discussions and inform decision-making
  • Maintain and reinforce all financial policies and standards consistently across the account
  • Communicate any financial issues/concerns to the regional team
  • Oversee preparation of weekly, monthly, quarterly and annual financial summary reports to unit management and leadership groups
  • Participate in meetings with site and client leadership teams
  • Create/maintain financial tools for all levels of managers, chefs, leadership and client teams
  • Track weekly, monthly and quarterly financial KPI's for site leadership and client partners
  • Maintain, on a weekly basis, the client consolidated financial roll up
  • Provide ongoing budget support (training, development, questions) for managers and chefs and budget development and review by location with leadership
  • Assist with financial modeling for proformas for new cafes/programs, new food initiatives and Support Team projects to help determine operating expenses and provide guidance
  • Present information for quarterly business discussions (aka quarter reports) and annual strategic review projects as needed
  • Develop data validation processes to ensure that the data is clean and accurate
  • Maintain and develop data infrastructure
  • Support ad hoc data analysis projects


What we look for in the great candidate
  • 4 year college degree in Business/Accounting and/or 5 years of experience working in an Analyst capacity
  • Previous high volume retail or foodservice analyst support
  • Strong partnership skills
  • Ability to influence in a matrixed organization
  • Able to dynamically and creatively problem solve
  • Adept at managing multiple client and internal requests and deadlines
  • Able to shift priorities for self and team on short notice
  • Proficient in Microsoft Office products including Excel, Word and Outlook
  • Proficient in Google Suite tools including Sheets, Docs, Slides and GMail
  • Basic proficiency in using SQL to interact with databases
  • Experience in dashboard design and using data visualization tools such as Google Data Studio / Tableau / Looker etc.


Associates at Bon Appétit are offered many fantastic benefits.

Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft Protection, Pet Insurance, Voluntary Benefits, including Critical Illness Insurance, Accident Insurance, Hospital Indemnity Insurance, Legal Services, and Choice Auto and Home Program

Full-time positions also offer the following benefits to associates: Medical, Dental, Vision, Life Insurance/AD, Disability Insurance, Commuter Benefits, Employee Assistance Program, Flexible Spending Accounts (FSAs)

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information. https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_BAMCO.pdf

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About Compass

Compass is a real estate technology company that provides an online platform for buying, selling, and renting real estate properties. The company was founded in 2012 by Ori Allon and Robert Reffkin and is headquartered in New York City. Compass has raised over $1.5 billion in funding and has expanded to over 350 offices in the United States, Canada, and Europe. The company's platform uses artificial intelligence and machine learning to help real estate agents better serve their clients and streamline the buying and selling process. Compass has been recognized as one of the fastest-growing real estate companies in the world and has received numerous awards for its innovative technology and exceptional customer service.
Learn more about Compass
Size
19,000 employees
Market Cap
$910.4 million
Industry
Founded
1941
5 Year Trend
+102.9%
NASDAQ

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