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We are looking for a strategic Senior Financial Analyst to join our client's Finance & Accounting team in Dallas, Texas. In this role, you will turn financial and operational data into meaningful insights that help guide decisions across a growing multisite company. This position partners closely with leadership and cross-functional teams to support planning, performance analysis, and long-term growth initiatives.
Job Responsibility:
Create and refine financial models that support business planning, investment decisions, and operational initiatives across multiple restaurant concepts
Evaluate revenue, expenses, and profitability trends to highlight opportunities for stronger margins and improved financial performance
Prepare forecasts, scenario analyses, and profit and loss projections related to new locations, promotions, menu changes, and other growth activities
Combine financial results and key performance indicators from various brands and entities to deliver a clear view of overall business performance
Lead recurring performance reviews with business partners and present practical recommendations based on financial findings
Contribute to annual budgeting, long-range planning, and three-statement modeling to support strategic and operational goals
Assist with capital planning, cash flow analysis, debt-related modeling, and financing support as the organization expands
Design and enhance dashboards and reporting tools using systems such as Power BI, Oracle EPM, and Hyperion SmartView to improve visibility and decision-making
Develop quarterly materials for board-level reporting and support period-end close activities, financial reviews, and annual audit preparation
Requirements:
4+ years of experience in financial planning and analysis, preferably within hospitality, retail, or other multi-unit environments
Strong expertise in financial modeling, forecasting, budgeting, and scenario planning using advanced Excel skills
Experience analyzing profit and loss statements, balance sheets, cash flow, and key operating metrics
Ability to communicate financial information clearly to stakeholders outside of finance and influence decision-making with data-driven insights
Proficiency with reporting and planning tools such as Power BI, Oracle EPM, and Hyperion SmartView
Demonstrated ability to manage multiple priorities effectively in a fast-paced, evolving business setting
Bachelor’s degree in Finance, Accounting, or a related field