Financial Analyst
HybridRamsey, New Jersey, United States
Job Summary
Prepare budgets, forecasts, and complex financial models for Commercial, Operations, IT, and Facilities teams. Distill site-level, brand-level, and account-level data using seasonality curves and growth trends. Leverage Excel, Power BI, and EPM systems to analyze financial performance drivers and validate ERP and labor data loads. Develop monthly presentations with compelling visuals for leadership, highlighting cost outliers, savings opportunities, and capital project returns. Support ad hoc projects and Investment Committee meetings with post-mortem analysis. This role is part of the US FP&A team in Glen Rock, NJ, with a hybrid schedule of three days in-office and two days remote.
Required Qualifications
- BS/BA degree
- 2-3 years FP&A experience in financial analyst role or similar
- Advanced skills in developing complex financial models
- Superior analytical acumen to interpret and challenge data and to interrogate financial systems
- High/Expert proficiency in Microsoft Excel (Functions, Pivot Tables)
- High/Expert proficiency in Power BI
- High/Expert proficiency in Smartview
- High/Expert proficiency in Oracle EPM
- Strong aptitude to create PowerPoint presentations to provide clear visuals that facilitate decision making and provide actionable insights on key performance indicators
- Ability to synthesize large data sets with optimized Power BI capabilities
- Ability to leverage strong technical skills for advanced reporting within Excel
- Ability to analyze financial data to understand key business performance drivers via Smartview and EPM
- Ability to prepare complex financial models to support Commercial, Operations, Facility projects
- Ability to prepare monthly presentations to leadership that provide financial reporting, insightful commentary, and variance analysis
- Ability to support Head Office leadership with reporting and analysis of monthly expenses and variances
- Ability to partner with Finance Business Managers and the Head of Transformation to provide in depth analysis of other direct site costs that highlight cost outliers and savings opportunities
- Ability to manage statistical accounts loads into ERP systems (PDI/EPM) and Labor systems (UKG) and provide data validation
- Ability to prepare financial models for capital projects seeking approval at Investment Committee meetings, provide analysis of returns (ROCE, Payback), and conduct post-mortem analysis
- Ability to provide reporting, planning, forecasting and analytical support to the Commercial, Operations, IT and Facilities teams
- Ability to distil summarized budgets down to site-level, brand-level, account-level data that incorporates advanced allocation methodologies including seasonality curves and week-over week growth trends
- Ability to assist in the preparation of the budget and forecasts including variance analysis
- Ability to adapt and pivot to changing directives
- Ability to take the initiative to solve problems
- Ability to provide thoughtful insights to leadership
- Ability to be a consummate team player to partner with Commercial, Operation as well as Accounting/Finance within the US, UK and Ireland
- Ability to take a hands-on approach to the role
- Ability to work in a hybrid position with 3 days per week worked in our Glen Rock NJ office location and 2 days per week worked remotely
Desired Qualifications
- Retail, wholesale, or quick-serve restaurant experience a plus
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