Financial Planning and Analysis Manager

Overview

Financial Planning & Budgeting

• Collaborate with key stakeholders to develop annual operating budgets for Corporate office, Facilities & each restaurant brand, incorporating revenue projections, cost forecasts, and capital expenditure plans.
• Assist in the preparation of long-range strategic plans and financial models to support business expansion initiatives and investment decisions.
• Monitor budget variances, analyze performance trends, and provide actionable insights to management to drive financial accountability and performance improvement.

Forecasting & Analysis

• Prepare regular forecasts and updates to assess the financial implications of changes in market conditions, business strategy, and operational performance.
• Conduct in-depth analysis of sales, margin, and expense trends to identify opportunities for revenue enhancement, cost optimization, and operational efficiency.
• Develop financial models and scenario analyses to evaluate the potential impact of strategic initiatives, pricing changes, and new product launches.

Management Reporting & Dashboards

• Generate comprehensive management reports and dashboards to communicate financial results, key performance indicators (KPIs), and actionable insights to senior leadership.
• Present findings and recommendations to management in a clear and concise manner, facilitating informed decision-making and strategic planning discussions.
• Continuously refine reporting processes and data visualization techniques to enhance the effectiveness and relevance of financial information for decision-makers.

Cross-Functional Collaboration

• Work closely with operational teams, including Marketing, Operations, Supply Chain and Culinary, to align financial objectives with business strategies and performance goals.
• Partner with Accounting and Treasury departments to ensure accurate and timely financial reporting, Support ad-hoc analysis and special projects as requested by senior management,
• leveraging financial expertise to address critical business challenges and opportunities.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or advanced certification (e.g., CA, CPA) preferred.
• 5+ years of progressive experience in financial planning and analysis, preferably in the restaurant/hospitality industry or a multi-unit retail environment.
• Proficiency in financial modeling, forecasting techniques, and variance analysis; advanced Excel skills required, experience with financial planning software a plus.
• Strong analytical mindset with the ability to translate complex financial data into actionable insights and strategic recommendations.
• Excellent communication and presentation skills, with the ability to convey financial information to both finance and non-finance stakeholders.
• Proven track record of working effectively in a fast-paced, dynamic environment, with the flexibility to adapt to changing priorities and deliverables.
• Collaborative team player with a proactive and results-oriented approach to problem-solving and decision-making.