Financial Analyst (Retail Experience Req'd)

TopShelf Talent Group; Irving (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading financial services firm in Irving, Texas, is looking for an entry-level Financial Analyst to support reporting and analysis processes. The role involves preparing financial reports, assisting with budgeting, and performing financial analyses. Applicants should have a Bachelor’s degree and foundational financial knowledge, with experience in QSR preferred. Strong Excel skills are essential. This position offers a full-time employment opportunity with growth potential.

Qualifications

• Foundational knowledge of financial analysis and reporting.
• Excel proficiency, including pivot tables and VLOOKUP.
• Ability to effectively manage multiple tasks.
• Clear and professional verbal and written communication.

Responsibilities

• Prepare monthly financial reports and dashboards.
• Support the annual budget and monthly forecasting process.
• Perform variance and trend analyses on financial data.
• Maintain and update financial models for accuracy.

Skills

Financial analysis fundamentals

Microsoft Excel proficiency

Attention to detail

Team collaboration

Communication skills

Education

Bachelor's degree in finance or related field

Internship or up to 2 years relevant experience

Tools

Excel

Power BI

Tableau

SQL

Job description

Financial Analyst (QSR Experience Req'd)

The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.

Key Responsibilities

• Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
• Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
• Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
• Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
• Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
• Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
• Assist in enhancing reporting tools and automating recurring reports where appropriate.
• Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.

Qualifications & Experience

• Foundational knowledge of financial analysis, accounting principles, and business reporting.
• Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
• Strong attention to detail with a commitment to data accuracy and integrity.
• Ability to work effectively in a team environment and take direction from senior analysts.
• Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
• Clear and professional communication skills—both verbal and written.
• Demonstrated eagerness to learn and grow; receptive to feedback and development.
• Alignment with client’s values and a passion for contributing to a purpose-driven brand.

Education and Experience

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• Internship or up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
• Familiarity with financial statements and budgeting processes preferred.
• Personal passion for health and fitness is a plus.

Additional Information

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance