Portfolio Analyst, FP& A (Hybrid)

Rewards Network•Chicago, IL

1d•Hybrid

About The Position

The Portfolio Analyst monitors restaurant partner performance and proactively manages revenue and client health. The position supports client satisfaction, retention, and corporate revenue through analysis of customer activity, account performance, and revenue contribution. Working with cross-functional partners, the analyst examines customer, business, and billing data to identify trends, anomalies, risks, and opportunities that can drive growth and value for the organization and its restaurant customers. The analyst communicates key findings and potential risks to management and Service teams daily and weekly to support timely action, protect revenue, strengthen customer relationships, and improve business performance. This is a hybrid position based in the Chicago office, with in-office work three days per week, Tuesday through Thursday. It is a full-time, exempt position.

Requirements

Bachelor’s degree in Business Administration, Accounting, Finance, or Computer Science.
2–5 years of experience in financial analysis, data analytics, or corporate finance.
Strong skill and interest in modeling and analysis, with a demonstrated history of success in both.
Advanced proficiency in Microsoft Office Suite, especially Excel, Power Query, and Power BI.
Strong understanding of data management and structuring.
Ability to manage large datasets, including data integration, preprocessing, and exploratory data analysis.
Excellent written and verbal communication skills.
Ability to collaborate cross-functionally and align financial plans with business objectives.

Nice To Haves

SQL and Python experience preferred.
Certification in Data or Business Analytics.

Responsibilities

Translate complex data into actionable customer insights to improve customer value, retention, and experience.
Analyze customer data to assess performance, identify trends, and optimize revenue and client retention across the portfolio.
Investigate billing and revenue fluctuations and unusual activity, and partner with relevant teams to develop and implement solutions.
Develop and maintain financial models to manage customer accounts from a revenue and billing perspective and identify risks and opportunities.
Perform scenario and sensitivity analyses to evaluate the expected financial impact of revenue management strategies.
Automate and continuously improve models to increase forecast accuracy and improve decision-making.
Collaborate with product, partner, technology, and customer-facing teams to gather data and customer insights and understand customer needs and emerging trends.
Communicate client performance insights to key stakeholders, including key drivers and potential solutions.
Prepare ad hoc analyses, reports, and business insights to support informed decisions.
Communicate key findings and potential risks to management and Service teams daily and weekly.

Benefits

Competitive paid time off and company holidays.
Dining reimbursement when dining with restaurant clients.
401(k) plan with company match.
Two medical plan options: Standard PPO or High Deductible Health Plan, with an HSA and company match for HDHP participants.
Partnership with Rx n Go offering certain prescriptions for free.
Dental and vision plan options.
Flexible Spending Accounts and a pre-tax commuter benefit program.
Accident, Critical Illness, and Hospital Indemnity Insurance Plans.
Short-term and long-term disability insurance.
Company-paid life insurance and AD&D insurance, with supplemental employee, spouse, and child life insurance.
Employee Life Assistance Program.
Hybrid working space in a state-of-the-art downtown office.