Junior Financial Analyst
About The Position
We are seeking a Junior Financial Analyst to join our team and support the company’s financial planning, operational analytics, and strategic decision-support capabilities. This role will collaborate closely with the Director of FP&A, Operations, and Technology to support forecasting, business planning, analytical initiatives, and cross-functional projects. The analyst will utilize Power BI, Excel, AI-enabled tools, and other analytical platforms to build models, perform analysis, improve operational visibility, and support decision-making. The role will also help define and document functional requirements for reporting and analytics initiatives. This position combines FP&A support, financial modeling, operational analysis, analytics oversight, and tactical project execution. The ideal candidate is analytical, business-oriented, technically curious, and comfortable working across both operational and technical teams.
Requirements
- Bachelor’s degree in finance, Business, Analytics, Information Systems, Economics, or related field.
- 3–5+ years of experience in FP&A, financial analysis, business analysis, analytics, or related roles.
- Experience supporting budgeting, forecasting, financial modeling, or operational planning processes.
- Strong analytical and problem-solving skills with ability to evaluate operational and financial tradeoffs.
- Experience gathering and documenting functional business requirements.
- Strong experience with Excel, Power BI, or comparable reporting and analytical tools.
- Working knowledge of SQL, relational databases, and data warehouse concepts.
- Understanding of reporting logic, KPI development, and analytical best practices.
- Strong communication, organizational, and stakeholder management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Willingness to collaborate with offshore development teams, including occasional flexibility in working hours.
Nice To Haves
- Experience working in multi-unit retail, franchise, hospitality, healthcare, or service-based organizations.
- Familiarity with Azure SQL, ETL workflows, and enterprise reporting environments
- Experience developing forecasting models, scenario analysis, or ROI evaluations.
- Experience supporting acquisition diligence or operational investment analysis.
- Experience using AI/LLM tools to improve productivity and analytical output.
- Basic Python knowledge or scripting experience.
Responsibilities
- Support and coordinate budgeting, forecasting, long-range planning.
- Oversee monthly rolling forecasts.
- Partner with operational leaders to gather assumptions, develop forecasts, and improve planning accuracy.
- Support ad hoc financial analysis across the organization.
- Calculate qualifications and payout amounts for various incentives and bonus programs.
- Coordinate executive reporting, KPI analysis, and monthly business performance reviews.
- Prepare and maintain monthly Operating Review presentations, supporting schedules, and analytical files.
- Manage inventory reporting, capital expenditure reporting, and related operational and financial analysis.
- Pull and analyze ad hoc operational and financial data to support growth initiatives, pricing analysis, cost reduction efforts, compensation analysis, labor mix evaluation, vendor spending reviews, and discounting trend analysis.
- Support monthly accounting flux analysis and variance reporting, with opportunity to assume increasing ownership over time.
- Gather, define, and document functional business requirements across finance, operations, payroll, HR, and technology teams.
- Facilitate stakeholder discussions to clarify requirements, align priorities, and support execution of analytical initiatives.
- Utilize Power BI and related tools to build analytical models, operational reporting, and decision-support solutions.
- Evolve and enhance the company’s existing dashboard and reporting environment to improve usability, automation, and business insight generation.
- Analyze workflows, reporting processes, and operational trends to identify opportunities for automation and process reengineering.
- Communicate effectively with both technical and non-technical stakeholders throughout project execution.
- Support accounting with automation, report building, and complex reconciliations as required.
- Support tactical projects focused on operational efficiency, ROI analysis, process improvement, and business optimization.
- Support implementation and rollout of reporting and analytical enhancements across the organization.
- Leverage AI and LLM tools to accelerate analysis, documentation, forecasting support, and analytics workflows.
- Identify opportunities to improve automation, scalability, and operational efficiency throughout the reporting and planning environment.
- Support continuous improvement of reporting, forecasting, and analytical processes.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
