Senior Manager, Financial Planning & Analysis

Portillo's • Oak Brook, IL

1d • $126,000 - $156,000

About The Position

POSITION SUMMARY: The Sr. Manager of FP&A partners with designated corporate functions and Field Operations to support company strategic and financial goals through financial analysis, reporting, and insight generation. This role leads a Senior Financial Analyst, manages projects and processes within assigned areas and serves as a key finance thought partner to business leaders. This role drives informed decision-making by translating financial data into actionable insights that support growth, profitability, and operational effectiveness. Considered a subject matter expert (SME) within assigned focus areas, this position contributes financial expertise in focus areas and to cross functional teams as needed. This role prioritizes resources within their team to deliver high-quality analysis, reporting, and partnership to the Portillo’s team. CORE RESPONSIBILITIES The Sr. Manager of FP&A will help Portillo’s deliver our Purpose to create lifelong memories by igniting the senses with unrivaled food and experiences by: Family: Work together to make everyone feel at home, and we step up when someone needs help Serve as the primary finance partner for designated business units, building strong relationships with department leaders and answering business questions through analytical approaches Deliver monthly financial updates to business leaders, explaining variances and recommending corrective actions Collaborate with business teams to identify risks and opportunities, influencing decisions with data-driven insights Identify opportunities to improve efficiency and consistency within assigned financial processes, while offering insights into business activities and aiding business teams to take action on insights Ensure direct report(s) have continued development and build talent/skillsets through coaching, feedback, and ensuring accountability Lead meetings and provide insight to projection variances versus budget and make recommendations on appropriate course corrections Greatness: We’re obsessed with being the best and work hard to continuously improve. Our greatness is rooted in Quality, Service, Attitude and Cleanliness Develop and evaluate business cases for new projects, investments, and cost-saving opportunities within assigned business areas Monitor and report on the financial performance of initiatives, including ROI and post-implementation reviews Support the development of departmental budgets and forecasts, ensuring alignment with corporate targets Partner with Operations leadership frequently, providing timely, detailed, and meaningful insights and visibility on business performance Support process improvements and automation efforts and ensure knowledge transfer within the team Create ad hoc analyses to address emerging business questions and support executive decision-making Support designated functions such as Marketing, Real Estate, Pricing and Strategy with additional support provided to other business areas as capacity allows Responsible for timely creation and delivery of Real Estate Steering and Advisory Committee financial packages for all potential New Restaurant locations Contribute to continuous improvement efforts and targeted analyses aligned with business priorities Energy: We move with urgency and passion, while maintaining attention to detail Provide financial guidance and decision support for strategic initiatives, programs, and operational improvements Lead direct report(s) on weekly and monthly deliverables requiring a high level of detail, attention, and effort. The Senior Manager is accountable for the quality and timeliness of their team’s work Proactively identify and escalate business risks and when additional team training may be required Represent the Finance team in cross functional meetings as needed Fun: We entertain our guests, we connect authentically, and we make each other smile Understand highly complex information with multiple variables while identifying trends or insights and distilling it to be understandable to all stakeholders, so they can focus on decisions and running the business Champion financial literacy within business units by educating leaders on key metrics and performance drivers Support business improvement initiatives through data analysis and financial insight. Determines and creates required project deliverables Promote work-life balance and a positive team environment. Ensure performance conversations and Individual Development Plans are completed and followed for direct report(s) Other duties as assigned ORGANIZATION RELATIONSHIPS This position reports to the Vice President of Financial Planning and Analysis and partners with the Vice Presidents of Operations and Market Managers. This role interacts with executive and senior leadership, and collaborates closely with Operations, People, Plant Operations, Shop N Ship and Restaurant Development. This role will also work with departments such as Legal, Payroll and Accounting/Finance, Marketing, and Information Technology as needed.

Requirements

• Minimum of 10 years of progressive financial analysis or FP&A experience, including people leadership
• Excellent oral and written communication skills with ability to build relationships
• Advanced understanding of Accounting and Finance
• Strong analytical and quantitative skills
• Ability to influence through data and build strong relationships
• Ability to solve complex problems
• Experience building operational and financial models
• Demonstrated people leadership and coaching capability
• Occasional local travel may be required ~10%

Nice To Haves

• Experience implementing change in a dynamic environment
• Training facilitation
• Small/Medium group presentation skills
• One or more of the following: Chartered Financial Analyst – CFA Certified Public Accountant – CPA Masters Business Administration – MBA
• A demonstrated relevant 10+ Work Experience in a financial role in the Restaurant Industry that mitigates the lack of a Certification

Responsibilities

• Serve as the primary finance partner for designated business units, building strong relationships with department leaders and answering business questions through analytical approaches
• Deliver monthly financial updates to business leaders, explaining variances and recommending corrective actions
• Collaborate with business teams to identify risks and opportunities, influencing decisions with data-driven insights
• Identify opportunities to improve efficiency and consistency within assigned financial processes, while offering insights into business activities and aiding business teams to take action on insights
• Ensure direct report(s) have continued development and build talent/skillsets through coaching, feedback, and ensuring accountability
• Lead meetings and provide insight to projection variances versus budget and make recommendations on appropriate course corrections
• Develop and evaluate business cases for new projects, investments, and cost-saving opportunities within assigned business areas
• Monitor and report on the financial performance of initiatives, including ROI and post-implementation reviews
• Support the development of departmental budgets and forecasts, ensuring alignment with corporate targets
• Partner with Operations leadership frequently, providing timely, detailed, and meaningful insights and visibility on business performance
• Support process improvements and automation efforts and ensure knowledge transfer within the team
• Create ad hoc analyses to address emerging business questions and support executive decision-making
• Support designated functions such as Marketing, Real Estate, Pricing and Strategy with additional support provided to other business areas as capacity allows
• Responsible for timely creation and delivery of Real Estate Steering and Advisory Committee financial packages for all potential New Restaurant locations
• Contribute to continuous improvement efforts and targeted analyses aligned with business priorities
• Provide financial guidance and decision support for strategic initiatives, programs, and operational improvements
• Lead direct report(s) on weekly and monthly deliverables requiring a high level of detail, attention, and effort. The Senior Manager is accountable for the quality and timeliness of their team’s work
• Proactively identify and escalate business risks and when additional team training may be required
• Represent the Finance team in cross functional meetings as needed
• Understand highly complex information with multiple variables while identifying trends or insights and distilling it to be understandable to all stakeholders, so they can focus on decisions and running the business
• Champion financial literacy within business units by educating leaders on key metrics and performance drivers
• Support business improvement initiatives through data analysis and financial insight. Determines and creates required project deliverables
• Promote work-life balance and a positive team environment. Ensure performance conversations and Individual Development Plans are completed and followed for direct report(s)
• Other duties as assigned

Benefits

• Participation in a discretionary bonus program based on company and individual performance, among other ingredients
• A monthly technology reimbursement
• Equity awards
• Quarterly Portillo’s gift cards
• A bun-believable benefits package that includes medical, dental, and vision insurance along with paid time off, life insurance, and our 401(k) plan with a company match

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees