Senior FP&A Associate

HTeaO; Dallas (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

HTeaO, a fast-growing beverage brand, seeks a Senior Financial Analyst for its FP&A & Analytics team. You’ll deliver recurring reporting, build multi-entity models, and translate complex data into executive-ready insights for the CFO and ownership.

Join a high-visibility role focused on margin optimization, pricing strategy, and cross-functional collaboration to drive growth in a PE-backed environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field.
• 1–3 years of FP&A, corporate finance, investment banking, or analytics experience.
• Advanced Excel with ability to build integrated three-statement models from scratch.
• Strong Power BI skills (data models, reports, and DAX measures).
• Strong PowerPoint skills; able to build professional, executive-ready presentations.
• Excellent written and verbal communication; able to frame analysis for senior audiences.

Responsibilities

• Lead deep-dive analyses across sales, traffic, cost, labor, pricing, and product mix; translate findings into actionable recommendations for leadership.
• Assist with marketing analytics, including LTO/promo ROI and loyalty analyses.
• Deliver recurring financial reporting and variance analysis with clear commentary on drivers.
• Build and maintain integrated three-statement and scenario models to support pricing, capex, and strategic decisions.
• Contribute to the annual operating plan (AOP) and long-range plan (LRP) with driver-based models across multi-entity structure.
• Lead development and ongoing improvement of Power BI dashboards, data models, and DAX measures.

Skills

Advanced Excel

Power BI

PowerPoint

SQL (familiar)

Education

Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field

Job description

At HTeaO, we’re all about bold flavors and even stronger communiTEAs. As one of the fastest-growing beverage brands, we focus on creativity, connection, and supporting our Franchise Partners.

The Role

The Senior Financial Analyst is a hands-on, highly analytical member of our FP&A & Analytics team and a trusted partner to Finance leadership. You’ll deliver recurring reporting and analysis, build the models that drive planning and decision-making across our multi-entity, PE-backed structure, and translate complex data into clear, executive-ready insight for the CFO, ownership, and our private equity partner. This is a high-visibility individual-contributor role for someone who combines strong analytical and modeling skills with the judgment to know which numbers matter and the initiative to drive work forward independently.

What You’ll Do

• 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

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field
• 1–3 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

Preferred

• Experience in franchise, multi-unit retail, or consumer/restaurant industries
• Familiarity with SQL; exposure to a private equity–backed or multi-entity structure

What You’ll Gain

• A high-ownership, high-visibility role with direct exposure to the SVP of Finance, CFO, and ownership
• Real influence over analyses that drive executive, board, and ownership decisions
• Deep experience with Power BI, advanced financial modeling, and multi-unit, multi-entity reporting at a fast-growing brand