Senior Director, Financial Planning and Analysis
About The Position
Bagel Brands is the parent company for your favorite breakfast brands, Einstein Bros. Bagels, Bruegger's Bagels, Noah's NY Bagels, and Manhattan Bagel. We believe in the bagel and how it has the unique ability to bring people together. Our team has a standard set of values and behaviors that allow us to spread a little more joy and happiness in the world. They let us laugh, smile, and enjoy each other’s company a little more. These are the behaviors that guide how we work, how we treat each other, and how we treat our guests. We believe that there is no better way to make someone’s day than with a warm, fresh-baked bagel and a heart-felt good morning. POSITION MISSION This position is responsible for providing financial leadership to key stakeholders (i.e. executives, field leadership, investors, etc.) by overseeing all financial aspects of the business and driving the company’s financial strategy and planning. Requires familiarity with a variety of the restaurant industry’s concepts, practices and procedures. Relies on extensive experience and judgement to plan and accomplish goals. A wide degree of creativity and latitude is expected. In alignment with Bagel Brands’ Mission, Vision, and Values, this role delivers accurate, timely, and actionable financial insights that support strong business performance, operational excellence, and long-term growth.
Requirements
- Bachelor’s degree in Finance, Accounting, or Business.
- 10+ years of progressive experience in Finance or Accounting, with strong expertise in financial planning, modeling, and analysis.
- Proven experience leading enterprise planning processes such as AOP, forecasting, and long-range planning.
- Strong understanding of GAAP and financial reporting principles.
- Demonstrated ability to influence senior leaders and drive cross-functional alignment.
- Strong analytical, problem-solving, and strategic thinking skills.
- Experience leading and developing high-performing teams.
Nice To Haves
- Experience supporting restaurant, hospitality, or multi-unit operations.
- Experience with financial planning tools (e.g., Vena, Adaptive Planning, Anaplan).
- ERP experience (e.g., NetSuite or similar).
- CPA or MBA.
Responsibilities
- Financial Planning & Forecasting Lead the development and execution of the Annual Operating Plan (AOP), ensuring alignment with enterprise priorities and cross-functional input.
- Own periodic forecasting processes, ensuring accuracy, consistency, and clear visibility into financial performance.
- Develop and maintain the Long Range Plan (LRP), including financial modeling to support strategic planning and valuation activities.
- Ensure forecasting methodologies, assumptions, and outputs are robust, consistent, and aligned with business strategy.
- Financial Analysis & Business Insights Lead financial analysis to identify business trends, risks, and opportunities, providing actionable insights to leadership.
- Monitor and report on financial performance, including variance analysis and key drivers of results.
- Partner with field and Support Center leaders to understand business performance and provide decision support.
- Evaluate new business initiatives, capital investments, and growth opportunities to ensure alignment with financial and strategic goals.
- Executive & Board Support Prepare and deliver financial presentations, reporting, and insights for executive leadership, Board of Directors, and investors.
- Lead development of materials for quarterly Board meetings and other key financial updates.
- Translate complex financial data into clear, concise insights for senior stakeholders.
- Cross-Functional Partnership Partner closely with Operations, Development, Marketing, and other functions to align financial planning with business initiatives.
- Collaborate with the VP of Accounting/Controller and Financial Reporting to ensure alignment between planning, reporting, and close processes.
- Support new store development, asset management, and operational initiatives through financial analysis and partnership.
- Team Leadership & Development Lead, develop, and coach FP&A team members, building capability and ensuring high-quality output.
- Establish clear priorities, expectations, and performance standards for the team.
- Foster a culture of accountability, collaboration, and continuous improvement within Finance.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
