Financial Analyst

Popup Bagels•New York, NY

81d•$85,000 - $95,000•Hybrid

About The Position

The Financial Analyst supports budgeting, forecasting, and reporting for PopUp Bagels, a fast-growing, multi-unit food and lifestyle brand. Reporting to the FP&A Manager, the role turns store-level, corporate, and franchise data into insights for leadership. It prepares recurring reporting packages, variance analysis, and schedules supporting new store openings, pricing and menu decisions, labor and food cost management, and franchise performance. This is an entry-level, development-focused role with direct mentorship from the FP&A Manager and exposure to Accounting, Operations, Supply Chain, Marketing, and People. The position is suited to an early-career analyst who is detail-oriented and interested in learning multi-unit finance and taking on broader ownership over time. The role is based in New York, NY, with a hybrid schedule requiring work in the NYC office Monday through Thursday. Occasional travel to corporate offices, franchise locations, or external meetings may be required, estimated up to 10%.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
0–2+ years of experience; internship, co-op, or academic project experience in finance, accounting, or data analysis may be considered.
Coursework or practical exposure to financial statement analysis, budgeting, or financial modeling.
Working proficiency in Excel, including pivot tables, lookup functions such as XLOOKUP or INDEX/MATCH, and SUMIFS.
Working understanding of financial statements and core accounting concepts, including accruals and GAAP fundamentals, and how operating decisions affect the P&L, balance sheet, and cash flow.
Strong analytical and problem-solving skills, including methodically working through unfamiliar problems and asking clarifying questions rather than guessing.
Effective written and verbal communication skills, including explaining analysis clearly to non-financial audiences.
High degree of accuracy and attention to detail, including reviewing and validating work before submission.
Strong organizational and time management skills, with the ability to manage multiple assignments and deadlines simultaneously.
Ability to receive and apply feedback constructively and complete assigned work with limited reminders.
Ability to exercise sound judgment and maintain confidentiality of sensitive information.
Intellectual curiosity, a bias for action, and comfort working in a fast-paced, high-growth environment where processes are still being built.
Ability to meet the listed physical requirements, with reasonable accommodations where applicable.

Nice To Haves

Internship, co-op, or academic project experience in finance, accounting, or data analysis.
Interest or experience in restaurant, retail, hospitality, CPG, or other multi-unit business environments.
Aptitude and willingness to develop advanced financial modeling skills on the job.
Exposure to an ERP such as Restaurant365 or NetSuite, or a comparable system.
Exposure to a BI or planning tool such as Power BI, Tableau, Looker, Adaptive Planning, or Vena.
Familiarity with SQL or Python.
Interest or experience using AI tools such as Claude to improve the speed and quality of analysis.
Interest in learning multi-unit and restaurant unit economics, including cost of goods sold, prime cost, labor productivity, four-wall EBITDA, and comparable store sales.

Responsibilities

Support annual budget and quarterly reforecast cycles by preparing templates, consolidating departmental submissions, and documenting assumptions under the FP&A Manager’s direction.
Prepare weekly, monthly, and quarterly reporting packages, including P&L summaries, KPI scorecards, and flash reports.
Compile variance analysis of actual results against budget, forecast, and prior year at company, store, and department levels; research drivers and draft commentary.
Maintain and update driver-based financial models, including store-level P&Ls and new unit economics templates, and assist in building new models.
Partner with Operations and cross-functional teams to analyze business performance, including sales trends, transactions, average check, labor productivity, costing, and other KPIs.
Support new store development and performance analysis, including new unit economics, capital expenditure, and cost tracking.
Compile franchise performance reporting, including royalty revenue trends and franchisee-reported results.
Assist with cash flow and working capital reporting in partnership with Accounting.
Help maintain reporting hierarchies, chart of accounts mappings, and data integrity within financial reporting and planning systems.
Assist with strategic and commercial analysis, including price changes, promotions, limited-time offers, collaborations, and other initiatives.
Prepare ad hoc analysis and presentation materials for the FP&A Manager and EVP of Finance & Accounting, translating financial and operating data into clear insights and recommendations.
Identify opportunities to streamline and automate recurring reporting, and help document FP&A processes and procedures.
Build working knowledge of company operations, systems, and reporting standards through team reviews, training, and cross-functional meetings.