Portfolio Management Manager

Inspire • Boston, MA

21h

About The Position

The Restaurant Portfolio Manager is responsible for managing complex, high-impact business decisions across multiple brands, including Development Agreement Amendments and Terminations, franchisee-to-franchisee transfers and Strategic workouts. This role partners closely with Finance, Legal, Development, Operations, Accounting, and Franchisees to evaluate and approve transactions/transfers and execute efficiently from initial analysis through post-close cleanup. The Portfolio Manager plays a critical role in advancing enterprise portfolio strategy by providing strong financial analysis, operational insight, process discipline, and proactive problem-solving across a high-volume, fast-paced transaction environment. An ideal candidate would live within a 90 minute drive of the Boston Support Center(Not Required).

Requirements

• Bachelor's Degree, Business, Finance, Accounting or related
• 5 years' experience, Financial modeling and valuation, transaction execution, Financial Reporting, franchise transfers
• Ability to drive complex projects to completion via project management and communication with key stakeholders including franchisees, lenders, attorneys, bankers/brokers, and landlords
• Understanding of the Development lifecycle in Franchising system including contracts structures, lease structures and financial needs
• Familiarity with both capital structures and lease structures of franchised restaurants
• Creative thinker who is able to create out-of-box solutions through analytical and problem-solving skills with a focus on financial outcomes
• Ability to effectively communicate complex business cases and understand both likely outcomes and potential risks
• Ability to manage multiple competing high priority projects
• Understanding of core financial principles
• Basic understanding of credit underwriting and personal credit/financial health
• Advanced proficiency in Excel, PowerPoint, Power BI, and Salesforce; experience with financial systems and valuation models

Nice To Haves

• MBA or Masters, Finance
• negotiation experience

Responsibilities

• Review non-compliant development agreements and create action plans
• Partner with the Development team to manage agreement contracts and proactively address risks and create solutions
• Coordinate cross-functional deal teams and lead process with Development and Contracts teams. This includes managing the timelines and deliverables through execution of solution through execution.
• Build and analyze management reports on development agreement compliance.
• Manage franchise transfers across brands; ensure accuracy, compliance, and timely completion for the Dunkin’ brand
• Evaluate transfer financials (P&Ls, funding sources, debt structure, ratios, and approval requirements)
• Guide franchisees on financial templates, transfer requirements, and approval processes
• Assess personal and overall financial health of both franchisee candidates and existing franchisees and ensure they have the financial ability to fulfil their obligations
• Lead workout process with distressed franchisees and their partners in financial distress situations. This includes direct negotiations with franchisees, landlords and lenders.
• Assess distressed franchisee situations and recommend remediation plans.
• Partner with Collections, Legal, and Brand teams to align on solutions
• Document and Communicate to all needed parties including legal, Accounting, Finance and Development
• Monitor accounts receivable (A/R) and overall account risk for assigned locations
• Analyze issues and propose actions to maximize A/R collections

Benefits

• The salary range above represents the low and high end of the salary range for this position. Actual placement within this range will vary based on various factors including but not limited to experience, education, training, and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager