Senior Financial Analyst – FP&A

What's In It For You

• Competitive pay with performance-based annual raises!
• Medical, Dental & Vision Insurance
• Domestic Partnership Benefits
• Paid Parental Leave
• FSA and HSA with Employer Contribution
• Commuter Benefit Program
• Retail Savings 401(k) WITH company match
• Employee Assistance Program
• Paid Time Off
• Discount Program
• Flexible Work Schedule
• Career growth opportunities

Who You Are

• Analytical, detail-oriented, and intellectually curious
• Thrives in fast-paced environments
• Comfortable collaborating and sharing ideas
• Feels comfortable owning routine reporting processes and tackling complex ad hoc analysis
• Passionate about turning data into insights that drive business performance
• Enjoys finding patterns in large and sometimes ambiguous data sets
• Thrives in both structured reporting and ad hoc problem solving
• Comfortable partnering cross-functionally with Accounting, Operations, Marketing, and other business teams

What You Will Do

• Support monthly and quarterly close reporting processes
• Assist with preparation of annual operating plans, cash flow projections, and multiple forecast cycles throughout the year
• Prepare weekly sales reporting for the total company, shops, districts, and regions, including analysis of results against budget, comparable shops and short and long-term projections for Senior Leadership Team meetings
• Analyze P&L performance and investigate key variances versus budget, forecast, and prior year results through deep-dive analyses on sales, margins, labor, operating expenses, and other key business drivers
• Avoid scenario planning and sensitivity analysis to evaluate strategic initiatives, operational changes, sales trends, and potential business risks/opportunities across the organization
• Perform competitive benchmarking and external market analysis to support strategic decision making
• Collaborate cross-functionally with Operations, Marketing, IT, and other business partners to support strategic initiatives and performance improvement efforts
• Build and maintain financial models, dashboards, and reporting tools to improve visibility and decision-making capabilities
• Perform ad hoc financial analysis and support strategic projects as needed

Why This Role Matters

• This role plays a critical part in helping Potbelly understand and improve business performance
• Through strong financial analysis, reporting, forecasting, and business partnership, this role helps leadership make informed decisions that drive profitable growth and operational excellence across the organization

What You Will Need

• Minimum of 4–6 years of progressive experience in FP&A, corporate finance, business analytics, or related fields
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Experience in retail, restaurant, multi-unit, or consumer-facing industries preferred
• Strong understanding of budgeting, forecasting, financial reporting, and variance analysis
• Advanced Excel skills and experience with financial systems and reporting tools such as Power BI, Planful, Workday Adaptive Planning, or similar platforms
• Proven ability to manage and analyze large data sets to identify trends and actionable insights
• Experience building financial models and performing ad hoc analysis
• Strong communication, collaboration, and organizational skills
• Ability to work effectively in a fast-paced environment with shifting priorities
• High attention to detail and commitment to accuracy
• Proven experience leveraging AI tools (e.g., ChatGPT, Microsoft Copilot, generative AI platforms) to enhance financial analysis, automate reporting workflows, and support strategic decision-making
• SQL, Python, or other analytical programming experience is a plus