Financial Analyst

MarginEdge Co.; Arlington (VA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Unlimited Paid Time Off

Medical, Dental, Vision Insurance

401(k) with matching

Stock Options

Job summary

MarginEdge is seeking a Financial Analyst to join our Finance team. You’ll own financial reporting and drive planning and analysis, including budgeting and forecasting, cash management and KPI reporting.

Working with the FP&A Director, you’ll use financial and operational data to track the drivers of the business and forecast future revenue and spend, while leveraging AI tools to automate routine work. This role is based at our Arlington, VA headquarters with a hybrid schedule of three days per

Qualifications

• 2-3 years of experience in financial planning and analysis, accounting or related function.
• Bachelor’s degree in finance, accounting, statistics, economics, or business administration.
• Advanced proficiency in Excel; strong PowerPoint skills; proficient with financial databases and accounting systems.
• Strong attention to detail.
• Strong analytical and financial modeling skills.
• Ability to understand and interpret complex data for stakeholders.
• Excellent time management and organizational ability to manage competing priorities.
• Demonstrated work ethic and desire to exceed expectations.

Responsibilities

• Maintain and improve the company-wide financial model with up-to-date income statement, balance sheet and cash flow projections.
• Use AI tools to speed up model building, scenario analysis and variance commentary; ensure final output is accurate.
• Identify trends in financial performance and recommend improvements.
• Report on monthly results for executives, department heads and investors.
• Track actuals vs. plan and write variance analyses.
• Prepare monthly board reporting and financial slides for quarterly meetings.
• Support due diligence for capital raises and M&A.
• Build models from scratch and adapt existing ones for decisions.
• Handle ad hoc analyses and projects as needed.

Skills

Financial analysis

Attention to detail

Analytical skills

Education

Bachelor's degree in finance, accounting, statistics, economics, or business administration

Tools

Excel

PowerPoint

financial databases

accounting systems

Job description

We’re looking for a Financial Analyst to join the Finance team at MarginEdge. You should be an Excel wizard who’s just as excited about what AI can do for finance. You’ll own financial reporting and help with planning and analysis, including budgeting and forecasting, cash management and operational KPI reporting. Working with the FP&A Director, you’ll use financial and operational data to track and report on the key drivers of the business and to forecast future revenue and spend. We don’t want you spending your time copying data from one place to another. We want you to use AI tools to automate the routine work and spend your time on the analysis that actually moves the business.

This role is based at our Arlington, VA headquarters and follows a hybrid schedule of three days per week in-office.

MarginEdge: Where hospitality meets technology

As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business. We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering them with real-time data.

Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture-backed and serve 12,000+ restaurants across the US and Canada.

We enable restaurants to make magic while knowing we are doing the same for them.

We have the utmost respect for our clients and because of this, we are unable to hire their current employees.

What type of responsibilities will I have?

Financial Planning and Analysis

• Maintain and keep improving the company-wide financial model, producing up-to-date income statement, balance sheet and cash flow projections.
• Use AI tools (e.g., Claude, ChatGPT, Copilot in Excel) to speed up model building, scenario analysis and first drafts of variance commentary. You’ll always check the output and own the final answer.
• Identify trends in financial performance and recommend improvements.
• Report on and analyze monthly results for the executive team, department heads and investors.
• Track actuals against plan and write clear, concise variance analyses that explain what drove the numbers.
• Prepare monthly board reporting and financial slides for quarterly board meetings.
• Support financial due diligence for capital raises and M&A transactions.
• Build models from scratch and adapt existing ones to support decisions across the business.
• Handle ad hoc analysis and projects as needed.

Automation & AI-Enabled Finance

• Find manual, repetitive steps in reporting, forecasting and close, and automate them with AI assistants, scripts or workflow tools.
• Build reusable prompts, templates and lightweight tools that help the Finance team work faster and more consistently.
• Help set guardrails for using AI in finance, including data accuracy, review steps and protecting confidential information.
• Stay current on new AI capabilities and pilot the ones that could raise the team’s output.

Operational KPI Tracking & Reporting

• Influence business decisions with data-driven analysis.
• Provide insight into the drivers of growth, costs, user metrics and market trends, using AI to pull together and summarize large data sets faster.
• Identify risks and opportunities and make actionable recommendations.

Accounting Operations

• Help the accounting team with month-end close, reconciliations and compliance reporting. Where you can, look for ways to automate those steps.

What qualifications or skills are required?

• 2-3 Years of experience in financial planning and analysis, accounting or a closely related function.
• Bachelor’s degree in finance, accounting, statistics, economics, or business administration.
• Advanced proficiency in Excel strong skills in PowerPoint; Skilled in working with financial databases, accounting systems, and related technologies.
• Strong attention to detail.
• Strong analytical and financial modeling skills.
• Ability to understand and interpret complex data to all necessary stakeholders.
• Excellent time management and organizational ability to manage competing priorities.
• A demonstrated work ethic and strong desire to exceed expectations.

Compensation: The anticipated salary range for this role is $80,000–$90,000 annually. Where a candidate falls within that range depends on a variety of factors, including experience, skills, qualifications, geographic location, and internal equity. In addition to base salary, this role may be eligible for bonus opportunities and our comprehensive benefits package.

What’s it like to work for MarginEdge?

Imagine the fun of a great restaurant - surrounded by a team of people (including some that you help to manage!) who care about hospitality, care about quality, and care about each other - then subtract the long nights, weekends, drunk customers at the bar...et voila, MarginEdge!

We work hard, we work fast and we fuel our work with a commitment of transparency from leadership, straight talk and trust between teams. We believe that the best people do their best work when they feel empowered - so whether you are remote or in our office (likely eating a catered lunch from our clients in our baller, brand new penthouse HQ in Ballston) you get to work with your manager to call your shot on what works best for you. Did we mention it has a full commercial kitchen and is walking distance (covered walking, that is) from the metro?

Benefits (Shut the Front Door, They are Amazing)

• Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)
• Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)
• Health Savings Account with employer match (dependent upon your medical plan selection)
• Commuter benefits with employer contribution (excluding limos and helos - for now)
• Generous Life Insurance Plan
• Short- and Long-term Disability
• Company-Paid Holidays
• 401(k) and matching
• Stock Options to buy into everything we are doing to support this industry
• 12-week fully Paid Parental Leave
• Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too!
• A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes.

Our Fine Print is Bold: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran, marital, disability status or any other characteristic protected by law. You be you. While we are proudest of our commitment to exceptional culture and creating a truly excellent work environment, we see our benefits as an extension of that belief. Our benefits package is designed to be exceptionally competitive and a reflection of our commitment to a best-in-class workplace for all.