Sr. Financial Analyst

Confidential; Plano (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Confidential is seeking a highly analytical Senior Financial Analyst to support financial planning, performance analysis, and strategic decisions for a high-growth quick-service restaurant leader. You will partner with brand leadership, operations, and executives to drive forecasting, budgeting, and executive reporting.

You will develop and refine labor and operating forecasts, model returns for strategic initiatives, and provide Board-level analyses.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of financial analysis, FP&A, or analytics experience in multi-unit, retail, or restaurant environments.
• Strong understanding of financial statements and GAAP principles.
• Advanced Excel skills with financial modeling and data analysis.

Responsibilities

• Lead store-level annual budgeting and quarterly reforecasting cycles.
• Enhance, automate, and maintain recurring KPI reporting.
• Conduct periodic financial reviews with cross-functional partners and communicate risks and opportunities.

Skills

Advanced Excel

Financial modeling

Forecasting

Budgeting

Data interpretation

Cross-functional collaboration

GAAP understanding

Communication

Stakeholder management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Tableau

Power BI

Vena

Job description

Seeking a highly analytical and business-minded Senior Financial Analyst to support financial planning, performance analysis, and strategic decision-making for a high-growth leader in the quick-service restaurant segment.

The Senior Financial Analyst will play a critical role within the finance organization, partnering closely with brand leadership, operations, and executive stakeholders. This individual will provide actionable insights into business performance, drive forecasting and budgeting processes, and contribute to executive and Board-level reporting and analysis.

Key Responsibilities

• Lead store-level annual budgeting processes and quarterly reforecasting cycles
• Enhance, automate, and maintain recurring operational and financial KPI reporting
• Conduct periodic financial and performance reviews with cross-functional partners and clearly communicate risks, opportunities, and recommended actions
• Develop, optimize, and continuously refine labor and operational forecasting models
• Partner with operations and development teams to model financial returns for strategic initiatives and asset-level decisions
• Support site selection and growth strategy through data-driven modeling and location analytics
• Prepare executive-level and Board-level analyses, including business reviews and forward-looking projections
• Manage multiple priorities and ad-hoc analyses, including revenue trends, cost performance, labor efficiency, and margin optimization
• Identify opportunities to improve financial processes, reporting accuracy, and decision support tools

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• 4+ years of financial analysis, FP&A, or analytics experience, preferably in multi-unit, retail, or restaurant environments
• Strong understanding of financial statements and GAAP principles
• Advanced Excel skills, including financial modeling and data analysis
• Experience with BI and data visualization tools (Tableau, Power BI, Vena, or similar) preferred
• Comfortable working with large datasets from multiple systems and sources
• Strong business acumen with the ability to translate data into actionable insights
• Excellent communication and cross-functional collaboration skills, including experience supporting senior leadership
• Highly detail-oriented with exceptional focus on accuracy and data integrity
• Demonstrated ability to manage competing deadlines and influence stakeholders with professionalism and empathy