POSITION SUMMARYSr. Financial Analyst is responsible for ownership of reporting needs as it pertains to the Carl's Jr. company-owned restaurant portfolio. This role provides financial analysis and support to drive business performance.
ESSENTIAL FUNCTIONSMay perform any or all of the following duties:- Supports Carl's Jr. corporate restaurants to accurately report Key Performance Indicators (KPIs) on a weekly, periodic, quarterly, and annual basis
- Prepares and analyzes restaurant P&Ls to ensure data accuracy and provide actionable recommendations
- Itemizes variances to forecast, budget, and prior year
- Acts as primary financial liaison for company operations team, presenting to senior leadership
- Manages sales forecasting for both Hardee's and Carl's Jr.
- Assists in the quarterly forecast and annual planning processes
- Establishes project timelines and follows-up with other departments to ensure deadlines are met
- Assists with ad hoc analysis to support strategic initiatives, including presentations for the Leadership Team, Board of Directors, Franchise Advisory Boards, brand conventions, and/or individual departments
- Develops, refines, and maintains analytical tools and complex financial models
- Consistently exercises independent judgment and discretion in matters of significance
- Performs other duties and/or special projects as assigned in response to changing business conditions and/or requirements
POSITION QUALIFICATIONS/CORE COMPETENCIES- Bachelor's Degree in Finance, Accounting, Business Management or related field
- 4-5 years of experience in Financial Analysis or similar role
- Must be proficient in Microsoft Office applications, especially Excel and PowerPoint
- Strong communication skills, with ability to influence senior leadership
- Must display strong analytical and organizational skills and have the ability to identify and implement process improvement strategies
- Prior experience with databases and Business Intelligence tools preferred
- General knowledge of restaurant business model preferred
WORK ENVIRONMENT- Restaurant Support Center that operates in a fast-paced setting with a high volume of activity and a deadline-driven environment. The role follows a hybrid work model, requiring on-site presence in the office every Tuesday, Wednesday, and Thursday.
PHYSICAL DEMANDS- Sitting for extended periods of time, using telephone, typing and/or operating a computer/mouse
- Limited travel as needed
THE COMPANY RETAINS THE RIGHT TO CHANGE OR ASSIGN OTHER DUTIES TO THIS POSITION AS DEEMED APPROPRIATE WITH OR WITHOUT NOTICE. 
