Sr Analyst - System Optimization Finance

The Wendy's Company; Dublin (OH); On-site; USD 81,000 - 138,000; Full time

Job summary

The Wendy's Company in Dublin, OH is seeking a finance professional to drive system optimization by analyzing P&L, sales, and balance sheets, and by preparing detailed valuation models for restaurant acquisitions and divestitures.

You will perform due diligence, assist with deal books, and support franchise transfers and financing reviews with cross functional teams. A Bachelor's degree is required, MBA/CPA preferred, and travel is about 10%.

Qualifications

• Bachelor’s degree in Business (Finance & Accounting majors) or Economics with high academic achievement.
• MBA or CPA preferred with 2+ years of experience.
• Expertise in financial modeling and management reporting.
• High proficiency in Excel.
• Strong interpersonal skills and ability to interpret results; cross functional communication.

Responsibilities

• Analyzes P&L statements, weekly sales, and balance sheets; prepares detailed valuation models for restaurants identified as targets.
• Executes due diligence for acquisitions/divestitures and franchise flips; coordinates with buyers and sellers for access to due diligence items.
• Prepares financial analyses to support franchise transfers and financing review processes; assesses impact on pro forma statements and cash flow.

Skills

Financial modeling

Management reporting

Excel

Education

Bachelor’s Degree in Business/Finance/Economics

MBA or CPA preferred

Tools

Microsoft Office

Job description

Working as a key member of the System Optimization Finance team you will work to execute the Company’s System Optimization strategies. The Company’s System Optimization strategies include, but are not limited to: the buying and selling of Company restaurants; due diligence, valuation, negotiation, deal book preparations, and execution of all Franchise Flip (M&A) transactions; financial review of Franchise to Franchise transfers; analyses of real estate portfolio management opportunities; and the execution of the Company’s “Growth Ready” strategy. In doing so, you will have the opportunity to work closely with senior leadership, other internal stakeholders, and the franchise community to optimize and shape the future of the Wendy’s System

Responsibilities

• Analyzes P&L statements, weekly sales, and balance sheets. Ensures accuracy and integrity of accounting statements in business valuations. Prepares detailed valuation models for restaurants that have been identified as company or franchisee acquisition and divestiture targets. Prepares deal books to be provided to prospective buyers, working cross functionally, internally and externally, to ensure deal terms are captured accurately.
• Executes due diligence process for assigned acquisition/divestiture and franchise flips. Ensures all necessary due diligence items are received, reviewed, and properly filed. Works with buyers and sellers to ensure all parties have access to due diligence items.
• Prepares financial analysis to support the organization’s franchise to franchise transfer & financing review process. Calculate impact to pro forma financial statements, financial leverage ratios, and cash flow, while memorializing key terms.

Education: Bachelor's Degree

Travel: 10%

Pay Range: $81,000.00 - $138,000.00 Annually

What We Expect From You

• Expected Work Location (In Office): It is expected that you will primarily perform work at the Wendy's Restaurant Support Center (RSC) (1 Dave Thomas Blvd, Dublin, OH 43017), or at other location(s) as designated by the Company. You are required to work in the office at least 4 days a week. Changes to work location arrangements are subject to managerial approval and business needs.
• Bachelor’s degree in Business (Finance & Accounting majors) or Economics with high academic achievement.
• Expertise in financial modeling, management reporting systems and Microsoft Office applications. High proficiency in excel.
• High attention to detail. Consistently proofs own work and displays accountability for work product.
• Strong interpersonal skills and ability to interpret results. Understands implications and keen ability communicate with cross functional business users.
• MBA or CPA preferred with 2+ years of experience.

“Wendy’s was built on the premise, "Quality is our Recipe®," which remains the guidepost of the Wendy's system. Today, Wendy's and its franchisees employ hundreds of thousands of people across more than 7,000 restaurants worldwide with a vision of becoming the world's most thriving and beloved restaurant brand.

The salary range for this role is $81,000-138,000/yr. The pay range actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position. * The target annual bonus for this role is 10% of annualized base salary, based on actual company and personal performance.

Our square burgers make us different and so do our benefits! Our restaurant support roles are eligible for a wide array of benefits, including things such as parental leave, free EAP sessions, company 401k match and other great offerings. For more details about our benefits, including an overview of eligibility and terms for certain benefits, please visit our benefits website, www.wendysbenefits.com.*

• NOTE: Wendy’s benefits, bonus, and other incentives are governed by the applicable legal plans and policies and, where appropriate, may be subject to Board approval an individual award agreement terms. Those documents supersede all other information regarding Wendy’s benefits, bonus, and other incentives. Wendy’s retains the right to amend or terminate its plans and policies at its sole discretion, in accordance with applicable plans, policies and laws.”"

Wendy's is an equal employment opportunity employer who may provide reasonable accommodation to enable individuals with disabilities to perform the essential functions of the job.