Hybrid Senior Financial Analyst - Budgets & Insights

Black-Rock-Coffee-Bar; Lake Oswego (OR); Hybrid; USD 102,000 - 138,000; Full time

Benefits offered by this job

Paid Time Off

Performance-based bonus opportunities

401(K) Retirement Savings Plan with 1:

Health insurance (medical, vision, 100

Pet insurance and Discount Programs

Long-Term Disability, Life, and AD&D

Paid holidays

Employee Assistance Program (EAP)

Ongoing professional development and培训

Discount program on childcare, etc.

Free drinks to keep you energized!

Job summary

Black Rock Coffee Bar in Lake Oswego, Oregon is seeking a Senior Financial Analyst to join the Finance team and support budgeting, forecasting, reporting, and strategic financial decision-making. This role partners with Operations and Development to deliver insights that drive profitability and scalable processes in a hybrid remote/in-office environment.

The ideal candidate has 4+ years of FP&A experience, strong GAAP knowledge, expert Excel skills, and the ability to translate complex data into

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 4+ years of accounting, corporate finance, financial planning and analysis, or related experience.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
• Advanced proficiency in Excel and experience analyzing large datasets; experience with Planful is a plus.
• Working knowledge of GAAP principles and experience with financial or accounting systems such as NetSuite, Oracle, SAP, or similar platforms.
• Strong analytical, problem-solving, and organizational skills with excellent attention to detail.
• Strong communication and cross-functional partnership skills with the ability to clearly present financial insights and recommendations to business leaders.

Responsibilities

• Assist in the bottoms-up budget build process.
• Evaluate and suggest updates to budget methodology to improve accuracy and efficiency.
• Analyze large datasets to extract meaningful insights and build actionable financial recommendations.
• Create monthly Budget vs. Actual reports for the Operations team.
• Partner with Operations/Development leadership to investigate financial performance and answer key business questions.
• Provide strategic financial recommendations to optimize profitability.
• Standardize, simplify, and improve financial reporting procedures.
• Lead meetings with Operations/Development Leaders to present findings and answer financial inquiries.
• Identify efficiencies in financial reporting and budgeting processes.
• Work cross-functionally with other departments to support financial projects and ad hoc assignments.
• Suggest and implement improvements to financial systems and methodologies to streamline reporting.
• Communicate financial insights and recommendations to key stakeholders.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Financial modeling

Excel

GAAP knowledge

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Business, or related field

Tools

Planful

NetSuite

Oracle

SAP

Job description

Black Rock Coffee Bar in Lake Oswego, Oregon is seeking a Senior Financial Analyst to join the Finance team and support budgeting, forecasting, reporting, and strategic financial decision-making. This role partners with Operations and Development to deliver insights that drive profitability and scalable processes in a hybrid remote/in-office environment.

The ideal candidate has 4+ years of FP&A experience, strong GAAP knowledge, expert Excel skills, and the ability to translate complex data into