Senior Financial Analyst

HTeaO

$85K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field
  • 3-5 years of experience in FP&A, corporate finance, investment banking, or analytics
  • Advanced Excel skills for building integrated and three-statement models from scratch
  • Strong proficiency in Power BI, including data models and DAX measures
  • Proficient in PowerPoint with experience in creating executive-ready presentations
  • Excellent verbal and written communication skills for framing analysis for senior audiences
  • Highly organized self-starter capable of managing multiple priorities independently

Responsibilities

  • Lead in-depth analyses of sales, traffic, cost, labor, pricing, and product mix to find margin and growth opportunities
  • Assist with marketing analytics, including ROI analysis and loyalty assessments
  • Deliver recurring financial reporting and variance analysis with clear commentary
  • Build and maintain integrated models for pricing, capital projects, and strategic decisions
  • Contribute to the annual operating plan and long-range plan with driver-based models
  • Develop and enhance Power BI dashboards and data models for Finance and Operations teams
  • Prepare materials for Monthly Business Review and executive presentations, translating complex data into clear narratives

Benefits

  • High-ownership, high-visibility role with direct exposure to senior finance leadership
  • Opportunity to influence analyses that impact executive and ownership decisions
  • Experience with Power BI and advanced financial modeling in a fast-growing brand
Full Job Description
The Senior Financial Analyst is a hands-on, highly analytical member of our FP&A & Analytics team and a trusted partner to Finance leadership. You'll deliver recurring reporting and analysis, build the models that drive planning and decision-making across our multi-entity, PE-backed structure, and translate complex data into clear, executive-ready insight for the CFO, ownership, and our private equity partner. This is a high-visibility individual-contributor role for someone who combines strong analytical and modeling skills with the judgment to know which numbers matter and the initiative to drive work forward independently.

What You'll Do
  • Lead deep-dive analyses across sales, traffic, cost, labor, pricing, and product mix to identify margin and growth opportunities - and translate the findings into clear, actionable recommendations for leadership
  • Assist with marketing analytics - including LTO/promo ROI analysis and loyalty analysis
  • Deliver recurring financial reporting and variance analysis (actuals vs. budget, forecast, and prior year), with clear commentary on the drivers behind the numbers
  • Build and maintain integrated, three-statement and scenario models to support pricing, capital projects, and strategic decisions
  • Contribute to the annual operating plan (AOP) and long-range plan (LRP), helping build and maintain driver-based models across our multi-entity structure
  • Lead the development and ongoing improvement of Power BI dashboards, data models, and DAX measures used across Finance, Operations, and leadership
  • Prepare materials for the Monthly Business Review (MBR), board pre-reads, and executive presentations - turning complex data into a clear narrative and recommendation
  • Support recurring reporting cycles (weekly, monthly, quarterly, and annual) with accurate, actionable output
  • Assist with ad-hoc and cross-functional analyses in partnership with Operations, Marketing, and Franchise Development


Qualifications

Required
  • Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field
  • 3-5 years of experience in FP&A, corporate finance, investment banking, or analytics
  • Advanced Excel, including the ability to build integrated and three-statement models from scratch
  • Strong Power BI skills (data models, reports, and DAX measures)
  • Strong PowerPoint skills, with proven experience building professional, executive-ready presentations
  • Excellent written and verbal communication; able to frame analysis for senior, non-technical audiences
  • Highly organized self-starter able to manage multiple priorities and deadlines independently

Preferred
  • Experience in franchise, multi-unit retail, or consumer/restaurant industries
  • Familiarity with SQL; exposure to a private equity-backed or multi-entity structure

What You'll Gain
  • A high-ownership, high-visibility role with direct exposure to the SVP of Finance, CFO, and ownership
  • Real influence over analyses that drive executive, board, and ownership decisions
  • Deep experience with Power BI, advanced financial modeling, and multi-unit, multi-entity reporting at a fast-growing brand

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