Portfolio Analyst, FP& A (Hybrid)
About The Position
The Portfolio Analyst monitors the performance of restaurant partners and proactively manages revenue and client health. The role supports client satisfaction, retention, and corporate revenue through analysis of customer activity, account performance, and revenue contribution. Working with cross-functional partners, the analyst reviews customer, business, and billing data to identify trends, anomalies, risks, and opportunities. The role communicates 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.
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 modeling and analytical skills, 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 proficiency.
- Certification in Data or Business Analytics.
Responsibilities
- Translate complex data into actionable customer insights to improve customer value, retention, and customer experience.
- Analyze customer data to assess performance, identify trends, and inform decisions that optimize revenue and client retention across the portfolio.
- Investigate drivers of billing and revenue fluctuations and unusual activity, and work with relevant teams to develop and implement solutions.
- Develop and maintain financial models to manage customer accounts from a revenue and billing perspective, identifying risks and opportunities to better serve restaurant clients.
- Perform scenario and sensitivity analyses to evaluate the expected financial impact of revenue management strategies.
- Automate and continually improve models to enhance forecasting accuracy and 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 stakeholders, highlighting key drivers and solutions as needed.
- Prepare ad hoc analyses, reports, and business insights to support informed decisions.
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; HSA with company match for HDHP participants.
- Partnership with Rx n Go offering certain prescriptions for free.
- Dental plan options and vision plan.
- 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 options.
- Employee Life Assistance Program.
- Hybrid working space in a downtown office near the Metra and Ogilvie train stations.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
