Hybrid FP&A Analyst: Budgeting, Forecasting & Insights

applegreen; Englewood Cliffs (NJ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid position with 3 days per week

Medical Insurance

Paid Time Off

401 (k) with Company Match

10% Annual Bonus

Earned Wage Access – Pay on Demand

Education Assistance

Employee Referral Bonus

Pet Insurance

Job summary

Applegreen US is seeking a Finance Analyst to join the US FP&A team in Glen Rock, NJ. The role provides reporting, planning, forecasting and analytical support to Commercial, Operations, IT and Facilities teams, delivering timely financial information to drive improvements.

The position requires strong Excel, Power BI and ERP experience, with the ability to create insightful leadership presentations and partner with Finance Business Managers.

Qualifications

• BS/BA degree
• 2-3 years FP&A experience in financial analyst role or similar
• Retail, wholesale, or quick-serve restaurant experience a plus
• Advanced skills in developing complex financial models
• Superior analytical acumen to interpret and challenge data and to interrogate financial systems
• High/Expert proficiency in Microsoft Excel (Functions, Pivot Tables), Power BI, Smartview, Oracle EPM
• Strong aptitude to create PowerPoint presentations to provide clear visuals that facilitate decision making and provide actionable insights on key performance indicators.

Responsibilities

• Assist in preparation of the budget and forecasts including variance analysis
• Distil summarized budgets down to site-, brand-, and account-level data with seasonality and week-over-week growth trends
• Prepare complex financial models to support Commercial, Operations, Facility projects
• Develop presentations with visuals that provide impact and storytelling
• Leverage Excel for advanced reporting
• Synthesize large data sets with Power BI capabilities
• Analyze financial data to understand key performance drivers
• Prepare monthly leadership presentations with commentary and variance analysis
• Support Head Office with reporting and analysis of expenses and variances
• Partner with Finance Business Managers to analyze direct site costs and savings opportunities
• Manage statistical accounts in ERP systems (PDI/EPM) and Labour systems (UKG) with data validation
• Prepare financial models for capital projects and analyze ROCE/payback
• Provide analytical support for ad hoc projects and business improvements

Skills

Financial modeling

Advanced Excel

Power BI

Smartview

Oracle EPM

Budgeting & forecasting

Presentation skills

Education

BS/BA degree

Tools

Excel

Power BI

Smartview

Oracle EPM

ERP systems (PDI)

Labor systems (UKG)

Job description

Applegreen US is seeking a Finance Analyst to join the US FP&A team in Glen Rock, NJ. The role provides reporting, planning, forecasting and analytical support to Commercial, Operations, IT and Facilities teams, delivering timely financial information to drive improvements.

The position requires strong Excel, Power BI and ERP experience, with the ability to create insightful leadership presentations and partner with Finance Business Managers.