Financial Analyst, F&B
About The Position
The Financial Analyst, Food & Beverage, supports financial planning, forecasting, reporting, and operational analysis of Food & Beverage operations across OC Sports & Entertainment’s venues, hospitality spaces, restaurants, and special events. The role partners with Food & Beverage operators, venue leadership, and the F&B Accounting team to provide insights that support revenue growth, operational efficiency, and profitability. The analyst contributes to the annual budget process, rolling forecasts, monthly reporting, event profitability analysis, labor productivity evaluation, and strategic decision support. The position connects financial performance to operational drivers and translates data into actionable recommendations. It also supports existing operations and future venues, hospitality concepts, and restaurants as they launch. This position is on-site.
Requirements
- Bachelor’s degree.
- At least 3 years of finance or accounting experience.
- Excellent written and oral communication skills.
- Strong financial modeling, forecasting, and analytical skills.
- Proficiency with Microsoft Office Suite, particularly Excel, including Pivot Tables and VLOOKUP functions.
- Understanding of Food & Beverage performance metrics, including labor productivity, contribution margin, average basket size, guest spending behavior, and operational profitability.
- Ability to manipulate large quantities of data to build financial models and reporting packages.
- Proven ability to handle sensitive proprietary information discreetly.
- Ability to work effectively under pressure, balance multiple priorities and assignments, learn independently, and work toward deadlines.
- Excellent time management and organizational skills.
- Customer-service mindset and ability to build collaborative relationships across Finance, Accounting, and Operations.
Nice To Haves
- Experience supporting Food & Beverage, hospitality, restaurant, entertainment, sports, or venue operations.
- Experience with Power BI and AI tools.
- Experience with Microsoft Dynamics 365 (D365), Tapin2, POS systems, and hospitality reporting platforms.
Responsibilities
- Create, maintain, and enhance financial planning models for annual budgets, rolling forecasts, long-range planning, and strategic initiatives for Food & Beverage operations.
- Analyze monthly operating results against budget and forecast, identify drivers, research variances, and communicate findings to finance and operational leadership.
- Serve as the primary finance partner to assigned Food & Beverage operators, providing insights and recommendations to improve revenue, profitability, labor efficiency, and operational performance.
- Develop event-level and business-line profitability analyses across concessions, premium hospitality, suites, catering, clubs, restaurants, and special events.
- Partner with Food & Beverage operators, venue leadership, and accounting teams to align financial plans with operational objectives.
- Prepare presentations and dashboards for executive meetings, quarterly business reviews, and strategic and analytics projects.
- Support development and automation of reporting, dashboards, and KPI tracking through Power BI and AI tools.
- Perform ad-hoc analysis to support business decision-making and strategic planning.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
