Financial Planning & Analysis Manager

USHG; New York (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Bonus potential

Paid time off

401(k) match

Dining discounts

Job summary

Union Square Hospitality Group is seeking a Financial Planning & Analysis Manager in New York. You will lead month-end close processes, budgeting, forecasting, and variance analyses, partnering with operators and cross-functional teams to drive financial performance.

The role requires 4–6 years of finance experience, a bachelor’s in a relevant field, and strong Excel/PowerPoint skills. Competitive pay, bonus potential, comprehensive benefits, and growth opportunities are offered.

Qualifications

• Bachelor's degree in accounting, finance, economics, business, or mathematics.
• 4-6 years of progressive finance or accounting experience.
• Strong understanding of budgeting, forecasting, financial reporting, and variance analysis.
• Proficient in Microsoft Excel and PowerPoint. Knowledge of Smartview and Netsuite a plus.

Responsibilities

• Own the distribution and accuracy review of month-end financial results.
• Prepare and communicate variance analyses versus forecast, budget, and prior-year performance.
• Develop and maintain annual budget and quarterly forecast models across key areas including sales, labor, operating expenses, and occupancy costs.
• Partner with operational leaders to develop and maintain driver-based sales forecasting models.
• Collaborate with the Real Estate team to evaluate new site opportunities through financial modeling and pro forma analysis.
• Build strong relationships with business partners and leverage operational insights to enhance forecasting accuracy and financial performance.
• Partner with Accounting to ensure accurate cost classification and alignment between actual results, forecasts, and budgets.
• Own reporting of Sales KPIs to investors and assist leadership with investor materials.
• Prepare ad hoc analyses as required and drive process improvements for FP&A models and reporting.

Skills

Analytical mindset

Attention to detail

Cross-functional collaboration

Data-driven decision making

Education

Bachelor's degree in accounting, finance, economics, business, or mathematics

Tools

Microsoft Excel

PowerPoint

Smartview

Netsuite

Job description

Union Square Hospitality Group (USHG) has created some of New York's most beloved restaurants, cafes, and bars, which offer outstanding food delivered with our signature warmth and hospitality. Founded by Danny Meyer with the opening of Union Square Cafe in 1985, the company now extends beyond the walls of its eateries. USHG has long supported its communities through hunger relief and civic organizations. USHG holds 28 James Beard Awards and numerous accolades for its distinctive style of hospitality.

Who you are:

The Financial Planning and Analysis (FP&A) Manager will support all aspects of the financial planning and analysis function, including month-end reporting, forecasting, annual budgeting, and ad hoc financial analysis. You are data-driven. You have excellent organizational skills, attention to detail, and are able to manage multiple projects in a fast-paced environment. You will partner closely with operational leaders and cross-functional teams, and will report to the VP of FP&A.

What you'll do:

• Consistently support and deliver a culture of Enlightened Hospitality
• Own the distribution and accuracy review of month-end financial results
• Prepare and communicate variance analyses versus forecast, budget, and prior-year performance
• Develop and maintain annual budget and quarterly forecast models across key areas including sales, labor, operating expenses, and occupancy costs
• Partner with operational leaders to develop and maintain driver-based sales forecasting models
• Collaborate with the Real Estate team to evaluate new site opportunities through financial modeling and pro forma analysis
• Build strong relationships with business partners and leverage operational insights to enhance forecasting accuracy and financial performance
• Partner with Accounting to ensure accurate cost classification and alignment between actual results, forecasts, and budgets
• Own reporting of Sales KPIs (SRS, covers, avg check) to investors and assist the VP of FP&A and CFO with the preparation of investor materials
• Prepare ad hoc analyses as required or assigned
• Drive process improvements and identify opportunities to enhance the scalability, efficiency, and automation for FP&A models and reporting

What we need from you:

• Bachelor's degree in accounting, finance, economics, business, or mathematics
• 4-6 years of progressive finance or accounting experience
• Strong understanding of budgeting, forecasting, financial reporting, and variance analysis
• Proficient in Microsoft Excel and PowerPoint. Knowledge of Smartview and Netsuite a plus

What you'll get from us:

At Union Square Hospitality Group, extending Enlightened Hospitality is at the heart of everything we do. We believe our people are our greatest ingredient. Joining our team means becoming part of a culture rooted in care, creativity, and growth. As a Financial Planning and Analysis Manager, you'll enjoy:

• Competitive pay and bonus potential: Annual compensation of $95,000 - $110,000 plus eligibility for a performance-based bonus, with consideration for your experience and impact
• Comprehensive health coverage: Medical, dental, and vision insurance, plus flexible spending options for healthcare and dependent care
• Time to recharge: Generous paid time off and paid parental leave to support life outside of work
• Investing in your future: A matched 401(k) plan to help you grow long-term savings
• Peace of mind: Life insurance, employee assistance programs, and exclusive access to primary care, mental health, and other wellness services.
• Support in times of need: Access to the USHG HUGS Employee Relief Fund, offering direct assistance to team members facing unexpected hardship
• Dining Credit: An annual dining credit to enjoy exceptional meals and experiences at any of our restaurants
• Dining Discount: A 51% dining discount across the entire USHG family of restaurants to share unforgettable meals with friends and loved ones
• Convenience & flexibility: Pre-tax commuter benefits for transit and parking
• Growth and community: Opportunities for learning, mentorship, and collaboration with some of the most passionate people in hospitality.

Putting Enlightened Hospitality into Practice

Integral to our culture are our six behaviors. Our behaviors guide how we work together.

• We play to win with humble swagger. Hospitality is a team sport where everyone deserves an opportunity to thrive and belong
• Turn over the rocks and always be connecting dots to build uplifting experiences and relationships
• Center the salt shaker with an unwavering commitment to excellence and the values that matter most
• Write a great next chapter. The road to success is paved with mistakes well-handled
• Bring a charitable assumption and err on the side of generosity
• Leave our campsite better than we found it; always responsible for the impact of our wake

*The above represents the expected salary range for this position. Ultimately, in determining your pay, we'll consider your experience and other job-related factors.

The responsibilities outlined above are not exhaustive. This role may be required to take on other duties or projects as necessary to support organizational goals, in alignment with their skills, experience, and the evolving needs of the business.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.