Financial Analyst - Atlanta, United States - Insight Global

Description

Must Haves:

• Bachelor's Degree, Finance or Accounting
• 3-5 years MAX of working in a financial analyst type role. We are not looking for someone who is super job-hoppy.
• Experience in forecasting models, budgeting, and variance analysis
• Experience creating ad-hoc reports
• Very strong in Excel (Pivot tables and V-lookups are the minimum)
• Experience working in financial reporting systems. We are currently switching their system over to One Stream so if they have experience in that it is a major plus
• Ability to analyze and understand the financial data to create a financial report and present findings

Plusses:

• Masters Degree
• One Stream or Hyperion
• Power BI
• Experience working in Retail, franchisee, restaurant, food, or beverage industries

Role Overview:

The Financial Analyst is responsible for financial modeling, forecasting, reporting, P&L management, data analytics, and profitability analysis for brands within their portfolio. This position serves as a key finance contact for business leaders across the organization and is responsible for providing actionable insights and analysis for brands to optimize growth and profitability. This individual will also support the annual budgeting process, special projects, and ad-hoc analysis for all brands and departments, including real estate, digital, loyalty and off-premises.

Day to Day (4 main areas of focus)

• Financial Management
• Oversees all brand financial activities, including short and long-term forecasting, budgeting, profitability analysis, and other related activities (same store sales analysis, scenario analysis, menu modeling, capital expenditure initiatives, etc.).
• Utilizes predictive models to provide actionable analysis for financial performance, trends, and long-term forecasts. Accurately assess information and reforecast implications quickly and thoughtfully.
• Works closely with cross functional teams to gather and analyze relevant information in order to present insightful findings, analyses, and recommendations to management.
• Prepares ad-hoc reports and responds to financial analysis requests.
• Supports the annual budgeting process, the development/management of the long-range plans, and the departmental budgets and expenditures. Develop initiatives to deliver cost efficiencies, to identify and address variances, and ensure the best utilization of resources.
• Finance Support
• Partners with the brand teams and other departments to provide financial insights and support to the execution of the brands' short-term and long-term initiatives.
• Collaborates with cross-functional teams to improve analysis and insight and to ensure monthly performance is accurately reflected in the company's financial systems.
• Completes monthly analysis of profit & loss statements and non-financial accounts to ensure accuracy and provide performance recommendations to business partners.
• Assists in the development and preparation of the monthly and quarterly financial results packages and presentations for senior leadership teams.
• Assists with the loading and validation of forecast and budget data into the financial systems.
• Forecast and Budget
• Participates in the annual budgeting process, which includes the preparation of detailed income and expense budgets at the unit level and other key metrics.
• Performs quantitative analysis and financial modeling of internal and external data to provide insight on drivers of profitability.
• Performs detailed research and variance analysis against forecasts, budget and actuals, on costs, revenue, capital expense, liabilities, and other operating metrics. Determine and report on progress against plans and key drivers of variability.
• Assists with coordination, consolidation, and analysis of monthly forecast cycles and financial statement forecasting.
• Financial Reporting
• Prepares and automates detailed financial reports, dashboards and presentations for management and the finance team.
• Reconciles financial systems to ensure business data is accurately reflected in financial reporting.
• Prepares ad hoc reports and responds to financial analysis requests