Senior Financial Analyst

Jobtailor; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Fort Worth, TX, seeks an FP&A professional to lead analyses across sales, traffic, cost, labor, pricing, and product mix, translating findings into actionable leadership recommendations. The role demands a 3–5 year track record in FP&A or analytics and strong Excel/Power BI capabilities.

You will build and maintain three-statement models, support AOP/LRP development, and deliver recurring reports with clear drivers to aid executive decision-making.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 3–5 years of FP&A, corporate finance, investment banking, or analytics experience.
• Advanced Excel and the ability to build integrated and three-statement models from scratch.
• Strong Power BI skills (data models, reports, and DAX measures).
• Strong PowerPoint skills, with proven experience building professional, executive-ready presentations.
• Excellent written and verbal communication; able to frame analysis for senior, non-technical audiences.
• Highly organized self-starter able to manage multiple priorities and deadlines independently.
• Experience in franchise, multi-unit retail, or consumer/restaurant industries (Preferred).
• Familiarity with SQL; exposure to a private equity–backed or multi-entity structure (Preferred).

Responsibilities

• Lead analyses across sales, traffic, cost, pricing, and product mix to identify opportunities.
• Assist with marketing analytics – including LTO/promo ROI analysis and loyalty analysis.
• Deliver recurring financial reporting and variance analysis (actuals vs. budget, forecast, and prior year).
• Build and maintain integrated, three-statement and scenario models to support pricing, capital projects, and strategic decisions.
• Contribute to the annual operating plan (AOP) and long-range plan (LRP) with driver-based models across our multi-entity structure.
• Lead the development and ongoing improvement of Power BI dashboards, data models, and DAX measures.
• Prepare materials for the Monthly Business Review (MBR), board pre-reads, and executive presentations.
• Support recurring reporting cycles (weekly, monthly, quarterly, and annual) with actionable output.
• Assist with ad-hoc and cross-functional analyses in partnership with Operations, Marketing, and Franchise Development.

Skills

Analytical thinking

Strong communication

Organizational skills

Executive presentation skills

Education

Bachelor’s degree in Finance/Accounting/Economics/Data Analytics

Tools

Power BI

Advanced Excel

PowerPoint

SQL

Job description

Responsibilities

• Lead deep-dive analyses across sales, traffic, cost, labor, pricing, and product mix to identify margin and growth opportunities – and translate the findings into clear, actionable recommendations for leadership
• Assist with marketing analytics – including LTO/promo ROI analysis and loyalty analysis
• Deliver recurring financial reporting and variance analysis (actuals vs. budget, forecast, and prior year), with clear commentary on the drivers behind the numbers
• Build and maintain integrated, three-statement and scenario models to support pricing, capital projects, and strategic decisions
• Contribute to the annual operating plan (AOP) and long-range plan (LRP), helping build and maintain driver-based models across our multi-entity structure
• Lead the development and ongoing improvement of Power BI dashboards, data models, and DAX measures used across Finance, Operations, and leadership
• Prepare materials for the Monthly Business Review (MBR), board pre-reads, and executive presentations — turning complex data into a clear narrative and recommendation
• Support recurring reporting cycles (weekly, monthly, quarterly, and annual) with accurate, actionable output
• Assist with ad-hoc and cross-functional analyses in partnership with Operations, Marketing, and Franchise Development

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field
• 3–5 years of experience in FP&A, corporate finance, investment banking, or analytics
• Advanced Excel, including the ability to build integrated and three-statement models from scratch
• Strong Power BI skills (data models, reports, and DAX measures)
• Strong PowerPoint skills, with proven experience building professional, executive-ready presentations
• Excellent written and verbal communication; able to frame analysis for senior, non-technical audiences
• Highly organized self-starter able to manage multiple priorities and deadlines independently
• Experience in franchise, multi-unit retail, or consumer/restaurant industries (Preferred)
• Familiarity with SQL; exposure to a private equity–backed or multi-entity structure (Preferred)