Finance Analyst
We are looking for a highly analytical, technology-forward Senior Financial Analyst to help improve financial visibility, accountability, and predictability across a multi-location business. This is not a traditional accounting role.The ideal candidate can analyze individual branch P&Ls, reconcile expenses and allocations, identify inconsistencies and opportunities, build financial models, and transform financial and operational data into clear, actionable dashboards for leadership.The successful candidate will be comfortable working with P&Ls, developing advanced Excel models, investigating changes in branch profitability, and using AI and business intelligence tools to automate reporting and uncover insights.The goal is to provide leadership with better financial visibility to support faster, more informed decisions around operations, staffing, investments, and business growth.
Key Responsibilities
Branch P&L Management & Reconciliation
- Own the review and reconciliation of individual branch P&Ls.
- Partner with Accounting, Finance, Operations, and branch leadership to validate expenses, allocations, revenue, compensation, and other financial activity.
- Research and resolve discrepancies between expected and actual branch expenses.
- Create standardized processes for reviewing branch financials and identifying errors before they become recurring issues.
- Maintain clear documentation around expense allocations and financial assumptions.
- Develop monthly branch-level financial reporting that allows leadership to quickly understand:
- Revenue
- Direct and allocated expenses
- Payroll and compensation
- Cost per unit
- Revenue per unit
- Contribution margin
- Branch profitability
- Break-even production
- Budget vs. actual performance
- Month-over-month and year-over-year trends
Financial Modeling & Decision Support
- Build dynamic financial models to help leadership evaluate business decisions before capital is committed.
- Develop models covering:
- Branch profitability and break-even analysis
- New location pro formas
- Recruiting and hiring economics
- Compensation scenarios
- Headcount and staffing models
- Production and revenue forecasting
- Fixed vs. variable cost analysis
- Marketing ROI
- Office and occupancy costs
- Margin sensitivity
- Volume and profitability scenarios
- Create scenario models to evaluate potential changes in production, staffing, compensation, expenses, and other business variables.
- Analyze the financial impact of business decisions and identify opportunities to improve profitability and resource allocation.
- Determine break-even points, potential risks, and expected returns for proposed investments or initiatives.
Dashboards & Business Intelligence
- Design and maintain executive dashboards that turn complex financial information into simple, actionable insights.
- Develop branch scorecards that allow leadership to quickly identify:
- Top and bottom-performing branches
- Expense anomalies
- Margin compression
- Profitability trends
- Cost-per-unit trends
- Staffing efficiency
- Production changes
- Budget variances
- Emerging financial risks
- Integrate financial and operational data from multiple systems wherever possible to reduce manual reporting.
- Build dashboards designed for decision-making rather than simply data presentation.
AI, Automation & Process Improvement
- Use AI tools to improve financial analysis, reporting, reconciliation, and forecasting.
- Identify repetitive financial processes that can be automated.
- Use modern AI tools to assist with:
- Data analysis
- Variance detection
- Financial modeling
- Dashboard development
- Data cleanup
- Reporting automation
- Trend identification
- Executive summaries
- Forecasting and scenario analysis
- Continuously evaluate new tools and technologies that can improve the speed and accuracy of financial reporting.
- Identify opportunities to use AI and automation to streamline workflows, improve data quality, and support more efficient financial decision-making.
Skills, Knowledge and Expertise
- 5+ years of experience in FP&A, financial analysis, corporate finance, accounting analytics, business intelligence, or a similar analytical role.
- Strong understanding of P&Ls, general ledger activity, expense allocations, accruals, budgeting, forecasting, and variance analysis.
- Advanced Excel or Google Sheets skills, including complex formulas, financial models, scenario analysis, pivot tables, and large datasets.
- Experience building dashboards using Power BI, Tableau, Looker, or similar business intelligence platforms.
- Strong working knowledge of AI tools and demonstrated ability to use AI to improve analytical or reporting workflows.
- Experience combining and analyzing information from multiple data sources.
- Ability to translate complex financial information into clear, actionable recommendations for executives and non-financial leaders.
- Exceptional attention to detail, with the ability to identify inconsistencies and challenge questionable data.
- Strong communication, analytical, and problem-solving skills.
- Experience supporting multi-location, distributed, franchise, retail, or other organizations with branch- or unit-level financial reporting is highly preferred.
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
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