Senior Financial Analyst

Job Summary

The Senior Financial Analyst partners closely with business leaders to drive financial performance across brands and Company-owned store teams within the GoTo portfolio. This role is responsible for developing actionable financial models, delivering accurate forecasts, and providing timely reporting and P&L analysis to support strategic decision-making. Leveraging data analytics and profitability insights, the Senior Financial Analyst identifies opportunities to enhance growth, improve margins, and optimize overall business performance. The position also plays a key role in the annual budgeting and planning process, while supporting cross-functional initiatives, special projects, and ad hoc analysis.

Essential Functions

• Oversee brand financial activities, including reporting, forecasting, budgeting, profitability analysis, and ad hoc analyses.
• Aid in presenting monthly and quarterly financial results and presentations for senior leadership.
• Build and utilize predictive models to provide actionable insights for financial performance and long-term forecasts.
• Analyze and report on key performance indicators including net sales, royalties, unit growth, and operating expenses.
• Collaborate with cross-functional teams to gather, validate, and analyze relevant information, presenting insightful findings and recommendations to management.
• Support the annual budgeting and planning process.
• Finance Support Partner with brand and Company-Owned store teams to provide financial insights and support short and long-term initiatives.
• Collaborate with cross-functional teams to improve analysis and ensure accurate reflection of monthly performance in financial systems.
• Conduct monthly analysis of profit & loss statements and provide performance recommendations to business leaders and partners.
• Forecast & Budget Participate in the annual budgeting process and rolling forecast processes to provide business leaders with actionable information on business performance and future outlook.
• Perform quantitative analysis to provide insights on profitability drivers.
• Conduct detailed research and variance analysis against forecasts, budgets, and actuals.
• Financial Reporting Prepare and automate detailed financial reports, dashboards, and presentations for management and finance team.
• Reconcile financial systems to ensure accurate reflection of business data in financial reporting.

Education

• Bachelor's Degree in Finance, Required
• Master's Degree, Preferred

Work Experience

• 3-5 years of progressive finance or FP&A experience
• Experience in forecasting, budgeting, and variance analysis
• Retail, franchisee, restaurant, food, or beverage experience (Preferred)

Skills

• Proficient in Microsoft Office Suite, with extensive skills in MS Excel
• Ability to build, organize, and retrieve reports using financial software applications
• Working knowledge of budgeting and forecasting models, processes, and financial reporting systems
• Strong analytical, communication, and project management skills
• Ability to manage complex projects in a constantly changing environment while meeting critical deadlines

Qualifications

• None specified

Benefits

• None specified

Pay

• Not specified

Schedule

• Not specified