Financial Analyst

Anchor Point Management Group; Irving (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Anchor Point Management Group is seeking a Finance Analyst to support its Operational Finance function. This is a high impact finance role, reporting to the Director of Finance or Finance Manager.

The Finance Analyst has the demonstrated ability to deliver results, lead via influence, partner cross-functionally, and drive consensus amongst diverse teams. The position will act as a strategic partner with Presidents of the company’s brands, providing critical financial thought partnership,

Qualifications

• Strong analytical and financial modeling skills (P&L/Balance Sheet/Cash flow).
• Deep understanding of GAAP principles.
• Ability to succinctly interpret data and frame business issues for executives.
• Excellent, clear verbal/written communication and presentation skills.
• Advanced Excel modeling and PowerPoint skills.
• Strong understanding of business intelligence platforms preferred.

Responsibilities

• Ownership of the operational finance function at the brand level.
• Partner with executives and brand Presidents to communicate insights.
• Drive FP&A including budgets, variance analysis and ad-hoc analyses.
• Streamline finance processes and build scalable solutions.
• Provide data-driven recommendations and action plans.
• Lead process improvements and cross-functional initiatives.
• Identify opportunities for growth or efficiency improvements.
• Analyze the impact of tests on KPIs and present findings clearly.
• Prepare periodic reporting and assist in earnings materials.

Skills

Financial modeling

GAAP knowledge

Data interpretation

Communication

Analytical thinking

Tools

Excel

PowerPoint

Power BI

Power Query

Job description

Anchor Point Management Group is a diversified national management platform, supporting its businesses across two primary verticals: Restaurants, Food & Beverage and Beauty, Health & Wellness. With over 450 operating locations, the company has grown significantly over the past 30+ years. It looks to aggressively continue growth alongside its private equity partners through development, acquisitions, and industry-leading operations.

Position Description

The Finance Analyst will support the company’s Operational Finance function. This is a high impact finance role, reporting to the Director of Finance or Finance Manager. The Finance Analyst has the demonstrated ability to deliver results, lead via influence, partner cross-functionally, and drive consensus amongst diverse teams. This individual is highly organized, data-centric and able to leverage data and analysis to help the organization achieve its strategic and operational goals.

The position will act as a strategic and collaborative business partner with the Presidents of the company’s brands. The position provides critical financial thought partnership as well as all financial and operational reporting, planning, forecasting, budgeting, and analysis for the leadership and operating personnel.

Duties & Responsibilities

• Ownership of operational finance function at the brand-level
• Advance our strategic initiatives through close partnership and continuous/timely communications with executives and business line Presidents
• Drive FP&A function, including development of budgets, subsequent analysis of performance against them, and related ad-hoc analyses
• Streamline finance processes and stand up repeatable and scalable solutions to enable controllership while shifting the balance of the team’s time towards value-added support
• Serve as thought partner to drive action with value-added analytics, recommendations and execution
• Lead simplification and process improvement projects
• Bring a strategic mindset toward discovering opportunities and identifying new areas of growth or efficiency for our businesses
• Ability to understand, analyze and articulate the impact of operational tests on financial and operational KPI’s (pre vs post vs control analysis)
• Interpret and summarize complex data to help achieve strategic and operational goals, and deliver financial results to all key stakeholders
• Provide support in the preparation of periodic, quarterly and annual earnings, MD&A, and messaging
• Continuous process improvement and refinement
• Partner cross-functionally and drive consensus
• Assist in the preparation and presentation of Daily/Weekly/Monthly reporting

Qualifications

Education and experience

Technical skills

• Strong analytical and financial modeling skills (P&L/Balance Sheet/Cash flow)
• Deep understanding of GAAP principles
• Ability to succinctly interpret data and frame business issues in a straightforward manner to present to Brand Presidents and Executives
• Excellent, clear verbal/written communication and presentation skills
• Advanced Excel modeling and PowerPoint skills required
• Strong understanding of business intelligence platforms preferred
• High degree of personal and professional integrity
• Strong internal motivation, intellectual curiosity, logical, independent and proactive thinking
• A passion for excellence and thirst for intellectual curiosity
• Resourceful nature, with strong problem-solving and customer-service orientation
• Strong organizational skills, with ability to work independently and multi-task while thriving in a complex, fast-paced, and deadline-driven environment
• Solid leadership skills with an ability to lead, influence, develop, and motivate a team
• Superb interpersonal and communication skills, with ability to partner well with other team members and interface effectively with all levels of the organization
• Demonstrated success influencing diverse stakeholders and leading teams that include non-direct reports in cross-functional settings

Preferred Skills

• Proficiency in data visualization, dashboard creation, and translating complex datasets into actionable insights
• Experience using Power Query within Excel or Power BI to clean, transform, and prepare data for analysis and reporting.