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Senior Financial Analyst

Category
*Bee* • Happy
Summary
Senior Financial Analyst
Salary $68722.5 / Year
Schedule Full Time
Experience Minimum 5 years of experience
Location 100n Barranca St, West Covina, CA 91791, USA
Category *Bee* • Happy

Senior Financial Analyst


Description
JOB SUMMARY

The Senior Financial Analyst is responsible for the development of business and financial reports of a Business Unit (SBU), essential to the monitoring and achievement of the company’s overall business goals. S/he is the custodian of the company’s short to long-term target and budget financials.  S/he likewise is responsible for building financial models, templates and systems to support the business unit – SBU.  S/he will provide support in the financial evaluation of existing and potential assets, products, campaigns, and other initiatives, as well as information and intelligence of market developments.  Further, the Senior Financial Analyst will manage the key cost drivers across the business units (from Store Operations to Manufacturing and Supply Chain), as well as support inventory management. S/he will coordinate and submit financial reports to the General Managers, District Managers, Operations Directors, and to the President and Head Office (Manila) Finance and Corporate Planning Groups, ensuring adherence to the organization’s standards and compliance to all company, government, and legal requirements.

ESSENTIAL FUNCTIONS

SPECIFIC KEY RESULT AREA (KRA)

Data & Financial Modeling / Template Creation / Reports Generation

1.       Coordinate with SBU Leadership team members (GMs/DMs/DOs/SBU head) to understand their business needs and processes, then lead the team in creating financial tools enabling faster and accurate analyses.

2.       Support the team in improving (automation, deeper logic, long-term use) existing financial tools/templates/reports for efficiency and deeper insights enabling more informed decision making.

3.       Contribute in data migration/mapping process for future system solutions coming from legacy platforms.

4.       Provide periodic forecasts as well as the 5-year financial plan for the SBU. Assess financial strategies to achieve long-term sustainable growth.

5.       Provide guidance and support to store, manufacturing (if applicable), and support center departments in analyzing weekly/monthly/quarterly financials (Ledgers and P&Ls).

6.       Do Ad-hoc analysis and reporting (e.g., channel mix analysis, product mix analysis, etc.)

7.       Recommend opportunities/strategies for profit maximization and profit sustainability to the SBU.


Budget Lead & Custodian

  • Act as custodian and lead the creation & facilitation of company financial budgets
  • Guide/coach team members in the development and finalization of financial short- and long- term financial goals
  • Monitor budget and target performance, and realign the business to stay on track of financial plans
  • Make recommendations to business heads in achieving set goals.

Cost Management & Strategies

  • Update costs for both Store/Restaurant and Manufacturing businesses to ensure accurate and timely reflection of margins and profitability   
  • Forecast costs based on business dynamics and market/industry trends or developments
  • Determine costs and margins across the different business units/brands, across multiple pricing or cost

People Management & Development

  • Achieve Management Team Effectiveness through:
    • Effective communication and coordination among team members
    • Maintaining and/or enhancing morale level among team members
    • Effective performance management & personal development
    • Performing other jobs/tasks or maintenance expertise related assignments in order to develop one’s self and/or sharing one’s expertise resulting to support work efficiencies & productivity.

Operational Administration

  • Ensure store adherence to organization’s operating systems, policies, procedures, and standards, i.e. security, safety, office and other reportorial and administrative requirements.
    • Ensure compliance to company and state rules & regulations 
NON-ESSENTIAL FUNCTIONS

  1. Perform other assignments from time to time as directed by management.
  2. Perform administrative duties as necessary i.e. making copies, filing, etc.

JOB SPECIFICATIONS

Education 
  • At least College Degree or related courses in Business, Management, Finance, or equivalent combination of education & experience.
Experience
  • 5+ years of work experience in finance/analytics – restaurant industry experience required
(Training, License & Certification)

CFA / CPA as an advantage

Essential Skills and Traits

Technical Competencies

  • Able to manage large data sets (minimum of 30 Store units & minimum of 4 business regions)
  • Business Analytics Platforms:  Power BI, Tableau, Alteryx
  • Financial Analysis
  • Cost Accounting
  • Transfer Pricing
  • Inventory Management
  • Competitive Analysis
  • Breakeven Analysis
  • Forecasting
  • Budgeting & Long-Term Planning
  • Experience with SAP / ORACLE / other ERPs
  • Experience with POS systems (NCR)
  • Creation of Spreadsheets in Excel
  • Budgeting & Long-Term Planning
Core Competencies:  C.A.M.P. requirements
  • Knowledge of GAAP
  • Excellent Communication
  • Presentation Skills
  • Analytical & Problem Solving Skills
Essential Traits
  • Takes Initiative
  • Likes to Lead
  • Willing to Make Decisions
  • Systematic
  • Precise
  • Organized
  • Persistent
  • Wants Challenge
  • Analytical
  • Collaborative
  • Team Player
  • Accountable
  • Flexible, adopts to different situations and people
  • Very Strong Attention to detail
  • Very good with Numbers
  • Passionate about work
  • Able to cope with tight timelines
  • Open to work on weekends
  • Manages Stress Well
Behavioral Attributes (live the core values of the organization):
  • Customer Focus
  • Speed with Excellence
  • Humility to listen and learn
  • Integrity
  • Spirit of Family and Fun
Other
Be required to work irregular hours, varying work shifts schedules as necessary at work.

  • Work Environment:  While performing the duties of this job, the employee is regularly exposed to one or a combination of:
    • Office Setting / Online Work Setting
    • Manufacturing / Commissary Setting
    • Restaurant / Store) setting (infrequent)

This job description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as an exhaustive list of all duties, responsibilities, and qualifications required of employees assigned to this job.  The duties, responsibilities may differ from the job description and that the other duties as assigned may be part of the job.

If the position requires a college/university degree, it must have been issued by an educational institution accredited by the United States Department of Education.  Any degree issued by an educational institution outside the United States must include documentation validating the equivalency of the degree to the same degree in the United States to be considered acceptable for this company’s purposes.

Reasonable accommodation for people with disabilities maybe requested by calling (626) 369-7118 at least five (5) working days in advance of the scheduled examination/assessment date(s).

This company is an Equal Opportunity Employer.
JOB SUMMARY

The Senior Financial Analyst is responsible for the development of business and financial reports of a Business Unit (SBU), essential to the monitoring and achievement of the company’s overall business goals. S/he is the custodian of the company’s short to long-term target and budget financials.  S/he likewise is responsible for building financial models, templates and systems to support the business unit – SBU.  S/he will provide support in the financial evaluation of existing and potential assets, products, campaigns, and other initiatives, as well as information and intelligence of market developments.  Further, the Senior Financial Analyst will manage the key cost drivers across the business units (from Store Operations to Manufacturing and Supply Chain), as well as support inventory management. S/he will coordinate and submit financial reports to the General Managers, District Managers, Operations Directors, and to the President and Head Office (Manila) Finance and Corporate Planning Groups, ensuring adherence to the organization’s standards and compliance to all company, government, and legal requirements.

ESSENTIAL FUNCTIONS

SPECIFIC KEY RESULT AREA (KRA)

Data & Financial Modeling / Template Creation / Reports Generation

1.       Coordinate with SBU Leadership team members (GMs/DMs/DOs/SBU head) to understand their business needs and processes, then lead the team in creating financial tools enabling faster and accurate analyses.

2.       Support the team in improving (automation, deeper logic, long-term use) existing financial tools/templates/reports for efficiency and deeper insights enabling more informed decision making.

3.       Contribute in data migration/mapping process for future system solutions coming from legacy platforms.

4.       Provide periodic forecasts as well as the 5-year financial plan for the SBU. Assess financial strategies to achieve long-term sustainable growth.

5.       Provide guidance and support to store, manufacturing (if applicable), and support center departments in analyzing weekly/monthly/quarterly financials (Ledgers and P&Ls).

6.       Do Ad-hoc analysis and reporting (e.g., channel mix analysis, product mix analysis, etc.)

7.       Recommend opportunities/strategies for profit maximization and profit sustainability to the SBU.


Budget Lead & Custodian

  • Act as custodian and lead the creation & facilitation of company financial budgets
  • Guide/coach team members in the development and finalization of financial short- and long- term financial goals
  • Monitor budget and target performance, and realign the business to stay on track of financial plans
  • Make recommendations to business heads in achieving set goals.

Cost Management & Strategies

  • Update costs for both Store/Restaurant and Manufacturing businesses to ensure accurate and timely reflection of margins and profitability   
  • Forecast costs based on business dynamics and market/industry trends or developments
  • Determine costs and margins across the different business units/brands, across multiple pricing or cost

People Management & Development

  • Achieve Management Team Effectiveness through:
    • Effective communication and coordination among team members
    • Maintaining and/or enhancing morale level among team members
    • Effective performance management & personal development
    • Performing other jobs/tasks or maintenance expertise related assignments in order to develop one’s self and/or sharing one’s expertise resulting to support work efficiencies & productivity.

Operational Administration

  • Ensure store adherence to organization’s operating systems, policies, procedures, and standards, i.e. security, safety, office and other reportorial and administrative requirements.
    • Ensure compliance to company and state rules & regulations 
NON-ESSENTIAL FUNCTIONS

  1. Perform other assignments from time to time as directed by management.
  2. Perform administrative duties as necessary i.e. making copies, filing, etc.

JOB SPECIFICATIONS

Education 
  • At least College Degree or related courses in Business, Management, Finance, or equivalent combination of education & experience.
Experience
  • 5+ years of work experience in finance/analytics – restaurant industry experience required
(Training, License & Certification)

CFA / CPA as an advantage

Essential Skills and Traits

Technical Competencies

  • Able to manage large data sets (minimum of 30 Store units & minimum of 4 business regions)
  • Business Analytics Platforms:  Power BI, Tableau, Alteryx
  • Financial Analysis
  • Cost Accounting
  • Transfer Pricing
  • Inventory Management
  • Competitive Analysis
  • Breakeven Analysis
  • Forecasting
  • Budgeting & Long-Term Planning
  • Experience with SAP / ORACLE / other ERPs
  • Experience with POS systems (NCR)
  • Creation of Spreadsheets in Excel
  • Budgeting & Long-Term Planning
Core Competencies:  C.A.M.P. requirements
  • Knowledge of GAAP
  • Excellent Communication
  • Presentation Skills
  • Analytical & Problem Solving Skills
Essential Traits
  • Takes Initiative
  • Likes to Lead
  • Willing to Make Decisions
  • Systematic
  • Precise
  • Organized
  • Persistent
  • Wants Challenge
  • Analytical
  • Collaborative
  • Team Player
  • Accountable
  • Flexible, adopts to different situations and people
  • Very Strong Attention to detail
  • Very good with Numbers
  • Passionate about work
  • Able to cope with tight timelines
  • Open to work on weekends
  • Manages Stress Well
Behavioral Attributes (live the core values of the organization):
  • Customer Focus
  • Speed with Excellence
  • Humility to listen and learn
  • Integrity
  • Spirit of Family and Fun
Other
Be required to work irregular hours, varying work shifts schedules as necessary at work.

  • Work Environment:  While performing the duties of this job, the employee is regularly exposed to one or a combination of:
    • Office Setting / Online Work Setting
    • Manufacturing / Commissary Setting
    • Restaurant / Store) setting (infrequent)

This job description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as an exhaustive list of all duties, responsibilities, and qualifications required of employees assigned to this job.  The duties, responsibilities may differ from the job description and that the other duties as assigned may be part of the job.

If the position requires a college/university degree, it must have been issued by an educational institution accredited by the United States Department of Education.  Any degree issued by an educational institution outside the United States must include documentation validating the equivalency of the degree to the same degree in the United States to be considered acceptable for this company’s purposes.

Reasonable accommodation for people with disabilities maybe requested by calling (626) 369-7118 at least five (5) working days in advance of the scheduled examination/assessment date(s).

This company is an Equal Opportunity Employer.

Details
Salary $68722.5 / Year
Schedule Full Time
Experience Minimum 5 years of experience
Location 100n Barranca St, West Covina, CA 91791, USA
Category *Bee* • Happy

Skills
management
finance
Restaurant Industry
business
Analytics
CPA
CFA
By applying you confirm you have these skills.

expired job post
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100n Barranca St, West Covina, CA 91791, USA