Financial Planning Analyst

Diversified Restaurant Group; Las Vegas (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

Diversified Restaurant Group seeks a Financial Planning and Analysis Analyst to join our growing finance team in Las Vegas. This role will deliver in-depth analyses of financial and operational performance to support executive decision-making and strategic planning.

You will build financial models, manage the annual budgeting cycle across multiple locations, and design scalable reporting tools using Power BI/Quicksight.

Qualifications

• At least 3 years of analytics experience.
• Strong proficiency in financial modeling.
• Experience with variance analysis versus budget.
• Solid understanding of accounting principles and financial metrics.
• Advanced Microsoft Office skills, especially Excel, PowerPoint, and Outlook.
• Excellent analytical and problem-solving abilities.
• Effective communication and presentation skills.

Responsibilities

• Provide reporting and analytical support to drive sustainable, profitable growth.
• Assist in the annual budgeting process across multiple locations at a granular level.
• Develop and maintain scalable reporting tools for restaurant management using BI platforms.
• Conduct in-depth financial analysis to identify trends, risks, and opportunities and provide recommendations.
• Lead digital transformation by converting Excel-based reports into Power BI or Quicksight dashboards.
• Design, develop, and maintain interactive dashboards for executives and operations teams.
• Identify opportunities to automate recurring analyses and reporting processes.
• Support ad hoc projects and reporting as needed.

Skills

Financial modeling

Variance analysis

Analytical thinking

Excel

PowerPoint

Outlook

Communication

Tools

Power BI

Quicksight

Job description

DRG is seeking a Financial Planning and Analysis Analyst to join our growing team!

The Financial Planning and Analysis Analyst will play a crucial role in providing in-depth analyses of DRG's financial and operational performance to executive leadership. This position will focus on strategic planning, financial modeling, and operational reporting to drive strong performance across the organization. The Analyst will collaborate with all departments to identify and communicate key drivers of operational and financial outcomes. Additionally, they will design, present, and maintain scorecards and reports for executive management, ensuring data-driven decision-making.

MAJOR RESPONSIBILITIES:

• Financial Reporting: Provide reporting and analytical support to drive sustainable, profitable growth.
• Budget Process: Assist in the annual and periodic budgeting process, ensuring accuracy and alignment across multiple locations at a granular level.
• Operational Enhancement: Develop and maintain scalable reporting and analytical tools for all restaurant management levels using industry-standard business intelligence and data visualization platforms to ensure profitability is maximized.
• Financial Modeling: Conduct in-depth financial analysis to assess the company’s performance, identify trends, risks, opportunities, and to make recommendations for improvements.
• Digital Transformation: Lead implementation of new tools and processes to drive efficiency, including transitioning Excel-based reports into dynamic Power BI dashboards.
• Dashboard Creation and Adaptation: Design, develop, and maintain interactive dashboards in Power BI or Quicksight to provide actionable insights for executive leadership and operational teams.
• Automation: Identify opportunities to automate recurring analyses, reporting processes, and data workflows to improve efficiency and accuracy.
• Process Improvement: Develop and implement processes to leverage existing tools, and introduce innovative concepts aimed at driving organizational growth.
• Assist with ad-hoc projects and reporting as needed.

SKILLS:

• Ability to interpret financial data and translate into relevant, concise conclusions for executive and senior management.
• Excellent written and verbal communication skills to communicate effectively with all levels of management and team members.
• Capacity to influence without authority.
• Strong organizational skills and the competence to prioritize within a dynamic environment.
• Self-starter capable of building analysis from ambiguous information with high attention to detail.
• Flexibility to adjust to new responsibilities, procedures, or working conditions
• Proficiency in Power BI or Quicksight for dashboard creation and data visualization.
• Familiarity with AI-driven analytics tools and willingness to leverage AI for enhanced decision-making.
• Capability to plan or forecast at different granularities, supporting detailed and high-level budgeting across locations and departments.

LEADERSHIP BEHAVIORS:

Curiosity - Driven by an insatiable desire for knowledge and growth.

Action Oriented - Proactively embraces challenges and is eager to take initiative.

Presenting - Confident in presenting to groups and skilled in clear, impactful public speaking

Dealing with Ambiguity - Navigates uncertainty with ease, making decisions and adapting quickly without needing all the answers.

Learns on the Fly - Quick to absorb new information, adaptable, and always eager to improve through experimentation and feedback.

Timely Decision-Making - Makes swift, informed decisions, even under pressure and with incomplete information.

Detail Oriented - Delivers thorough, high-quality work through careful attention to detail.

MINIMUM QUALIFICATIONS:

• At least 3 years of experience in analytics.
• Strong proficiency in financial modeling and analytical tools.
• Understanding of variance analysis when comparing actual to budget.
• Excellent understanding of accounting principles and financial metrics.
• Advanced proficiency in Microsoft Office required, particularly Excel, PowerPoint, and Outlook
• Exceptional analytical and problem-solving skills.
• Effective communication and presentation abilities.
• Ability to work independently and prioritize tasks accordingly.

ABOUT US:

Diversified Restaurant Group is a people first company! We pride ourselves on being a large company with a small company feel. Every person that works here is part of the DRG Family! What started as a 30-unit Taco Bell business in 2012, has since grown into a 300+ unit, multi-brand operation. DRG currently operates Taco Bell restaurants in California, Kansas, Missouri, and Nevada along with Arby’s restaurants in Alaska, California, and Nevada. We have more than 9,000 team members and continue to grow every day!

DISCLAIMER:

You are applying to Diversified Restaurant Group, a franchisee of Taco Bell and Arby’s Corp. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own wage and benefit programs that can vary among franchisees.