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This position is responsible for analyzing the company’s performance, alongside changes and market trends, creating forecasts and analyzing variances between those forecasts and actuals while being able to explain the causes of these variances. This individual will assist in preparation for quarterly Board of Directors meetings and respond to ad hoc request for information from ownership.
Job Responsibility:
Perform financial forecasting, reporting, and operational metrics tracking
Analyze financial data and create financial models for decision support
Report on financial performance and prepare for regular leadership reviews
Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
Work closely with the accounting team to ensure accurate financial reporting
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
Aid in the capital budgeting and expenditure planning processes
Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards
Increase productivity by developing automated reporting / forecasting tools
Perform market research, data mining, business intelligence, and valuation comps
Maintain a strong financial analysis foundation creating forecasts and models
Partners with Business Development team to develop proposals in response to Request for Proposals and similar bid/business opportunities
Uses process and project management skills regularly
develops/adheres to proposal schedule for pro forma and pricing requirements
ensures all assigned proposals are completed on or before the due date
Delivers business case, pro forma and pricing reviews to senior/executive management for approval
Responsible for maintaining various trackers, reports and dashboards for the Business Development team
Manages assigned tasks with general to minimal oversight
may seek guidance balancing priorities
Requirements:
Bachelor’s degree required (Degree in Accounting, Finance, or Economics)
CPA or MBA a plus
Minimum 6-8 years of progressive financial planning and analysis experience
Minimum 3 years managing and developing finance teams
Hospitality, foodservice, sports & entertainment, or retail industry experience strongly preferred
High proficiency in financial modeling techniques
Strong fluency with Excel formulas and functions
Strong analytical and data gathering skills
Excellent Microsoft Excel and PowerPoint skills
Knowledge of ERP, RPA, and BI systems and tools
Attention to accuracy and detail required
Nice to have:
Hospitality, foodservice, sports & entertainment, or retail industry experience
CPA or MBA
Knowledge of ERP, RPA, and BI systems and tools
Proficiency with data query / data management tools (BI tools such as Power BI, SQL, Business Objects)
What we offer:
medical, dental, vision, life and disability insurance, paid vacation, and 401k plan