Sr. Financial Analyst

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

Benefits offered by this job

Paid Time Off

Bonus opportunities

401(K) with company match

Health insurance

Long-Term Disability

Life insurance

Paid holidays

Employee Assistance Program (EAP)

Professional development

Discount programs

Free drinks

Job summary

Black Rock Coffee Bar is seeking a Senior Financial Analyst to drive budgeting, forecasting, and detailed financial analysis across the Portland Metro and beyond. The role focuses on data-driven decision-making, reporting standardization, and cross-functional partnership with Operations and Development leaders to improve profitability.

The ideal candidate has 4+ years in FP&A or related fields, strong Excel skills, and familiarity with Planful or similar systems, ensuring clear financial

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.

Responsibilities

• Assists in the bottoms-up budget build process.
• Evaluates and suggests updates to budget methodology to improve accuracy and efficiency.
• Analyzes large datasets to extract meaningful insights and builds actionable financial recommendations.
• Creates monthly Budget vs. Actual reports for the Operations team.
• Partners with Operations/Development leadership to investigate financial performance and answer key business questions.
• Provides strategic financial recommendations to optimize profitability.
• Standardizes, simplifies, and improves financial reporting procedures.
• Leads meetings with Operations/Development Leaders to present findings and answer financial inquiries.
• Identifies efficiencies in financial reporting and budgeting processes.
• Works cross-functionally with other departments to support financial projects and ad hoc assignments.
• Suggests and implements improvements to financial systems and methodologies to streamline reporting.
• Communicates financial insights and recommendations to key stakeholders.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Financial modeling

Excel

Planful

GAAP

ERP systems

Cross-functional collaboration

Communication

Education

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

Tools

Planful

NetSuite

Oracle

SAP

Excel

Job description

Home Office Salaried Portland Metro; Hybrid Remote/In-Office

Job Description

The Way We Live. We strive for excellence in everything we do in life. Our crafted drinks are a way we show respect for our customers and ourselves. They are the beginning of a relationship built on trust and care that through time grows to see our stories unfold in our city.As part of local communities, each Black Rock Coffee Bar team finds ways to serve their neighborhoods. And by doing so we help raise the bar for relationships and compassion.As relationships grow, so does accountability. We hold each other to higher standards for the good of all. Whether it be care for nature, care for those in need, or just a sincere desire to see others do well, we learn to expect a lot from each other and a lot for our customers.Our priority at Black Rock is not for others to know who we are and what we do... but for others to allow us to know them, to add fuel to their story, and to share in the journey.

Job Title: Senior Financial Analyst
Reports To: Sr. Financial Planning & Analysis Manager
FLSA Status: Salaried/Exempt/Full-Time
Compensation: $120,000/Bonus Eligible
Location(s): Portland Metro; Hybrid Remote/In-Office

Position Overview. The Senior Financial Analyst plays a critical role in supporting financial planning and analysis by managing reporting processes, conducting in-depth financial analysis, and working closely with operations to drive business decisions. This position requires someone who can quickly take ownership of responsibilities, support budgeting efforts, provide financial insights, and drive process improvements. The ideal candidate has prior experience in financial analysis, budgeting, and reporting, with minimal training required. Success in this role requires strong analytical skills, attention to detail, and the ability to work cross-functionally with teams across Black Rock Coffee Bar.

Essential Duties & Key Responsibilities. Success in this role requires a deep understanding of financial reporting, forecasting, and data-driven decision-making. The Senior Financial Analyst will collaborate closely with leadership to enhance financial insights and improve decision-making. Key responsibilities include but are not limited to:

• Assists in the bottoms-up budget build process.
• Evaluates and suggests updates to budget methodology to improve accuracy and efficiency.
• Analyzes large datasets to extract meaningful insights and builds actionable financial recommendations.
• Creates monthly Budget vs. Actual reports for the Operations team.
• Partners with Operations/Development leadership to investigate financial performance and answer key business questions.
• Provides strategic financial recommendations to optimize profitability.
• Standardizes, simplifies, and improves financial reporting procedures.
• Leads meetings with Operations/Development Leaders to present findings and answer financial inquiries.
• Identifies efficiencies in financial reporting and budgeting processes.
• Works cross-functionally with other departments to support financial projects and ad hoc assignments.
• Suggests and implements improvements to financial systems and methodologies to streamline reporting.
• Communicates financial insights and recommendations to key stakeholders.
• Performs other responsibilities as assigned by Black Rock Coffee Bar.
• Black Rock Coffee Bar reserves the right to add or modify duties and responsibilities at any time and at its sole discretion.

Skills and Competencies. To succeed in this role, you must bring strong financial analysis capabilities, business acumen, and the ability to translate complex financial information into meaningful insights that support business decisions:

• 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.

Success Indicators. Success in this role is demonstrated through accurate financial analysis, actionable insights, and strong partnership with business leaders:

• Accurate and timely budgeting, forecasting, variance analysis, and financial reporting that supports business planning and decision-making.
  Financial analysis consistently identifies meaningful trends, risks, opportunities, and drivers of business performance.
  Operations and Development leaders receive clear, actionable financial insights that improve understanding of performance and support informed decisions.
  Reporting, budgeting, and financial analysis processes become increasingly standardized, efficient, and scalable.
  Strong cross-functional partnership demonstrated through responsive support, effective communication, and trusted financial guidance.

Work Environment. This position operates in a hybrid office and remote work environment and requires regular collaboration with Finance, Operations, Development, and other business partners. The role involves extensive financial analysis, reporting, budgeting, forecasting, data review, and cross-functional meetings and requires the ability to manage confidential and sensitive financial information. The essential duties of this role require the ability to perform the following physical tasks:

• Operate standard office equipment including computer, keyboard, telephone, and printer.
• Extended periods of computer use to analyze financial data, develop budgets and forecasts, prepare reports, and build financial models.
• Effectively communicate verbally and in writing with Team Members, leadership, and cross-functional business partners.
• Maintain strong attention to detail while reviewing large datasets, financial statements, reports, and confidential Company information.
• Participate in virtual and in-person meetings and effectively present financial findings, trends, and recommendations to business leaders.
• Ability to move between office workspaces and meeting areas to support collaboration and project needs.
• Occasional lifting or carrying of materials up to 15 pounds, such as files, reports, or office supplies.
• Occasional travel may be required, including via aircraft or motor vehicle, to support Company initiatives, business meetings, field partnership, or training opportunities.

Leadership Expectations. At Black Rock Coffee Bar, professional development is a key driver of success. We seek individuals who demonstrate strong business maturity, embrace innovation, and confidently recommend ideas while thoughtfully evaluating risks and outcomes. In this role, you are expected to:

• Demonstrate ownership and accountability by proactively identifying issues, addressing gaps, and escalating challenges while monitoring progress against strategic initiatives.
• Think strategically and creatively, identifying opportunities to improve how we communicate, train, and support the field while balancing practicality and execution.
• Communicate with influence and clarity, consistently presenting updates on projects to cross-functional teams and leaders with confidence, enthusiasm, and precision.

You will model collaboration and thoughtful participation, contributing to both company growth and the development of those around you. A continuous improvement mindset is essential. Seeking feedback, applying lessons learned, and adjusting approaches to drive better outcomes over time.

Benefits. Black Rock Coffee Bar offers a comprehensive benefits package including:

• Paid Time Off
• Performance-based bonus opportunities
• 401(K) Retirement Savings Plan with company match for eligible* team members
• Health insurance (medical, vision, dental) options for you and your family
• Pet insurance and Discount Programs because we know pets are family too!
• Long-Term Disability, Life, and AD&D coverage options
• Paid holidays
• Employee Assistance Program (EAP)
• Ongoing professional development and training opportunities
• Discount program on childcare, recreation, lifestyle brands, and more
• Free drinks to keep you energized!

*Team members who complete 1,000 hours within a consecutive 12-month service requirement and have attainment of age 21, are eligible for 401(K) participation.

Additional Information. By submitting your application and/or resume, you are indicating that all information is true and correct. Any untruthful or misleading information is cause for removal from the applicant pool or dismissal if employed.

The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time.

Black Rock Coffee Bar is an at-will employer. If you are hired, this means your employment is for an indefinite period and it is subject to termination by you or Black Rock Coffee Bar, with or without cause, with or without notice, and at any time. Nothing in this policy or any other policy of Black Rock Coffee Bar shall be interpreted to conflict with or to eliminate or modify in any way, the at-will employment status of Black Rock Coffee Bar employees.

Black Rock Coffee Bar values diversity in its workforce and is proud to be an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or based on disability.

Location(s)

Lake Oswego , Oregon 97035 , United States

Pay Rate

$120,000 Annually