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Summary
Finance Analyst
Salary $64800 - $67949.28 / Year
Schedule Full Time
Experience Minimum 3 years of experience
Location 100n Barranca St, West Covina, CA 91791, USA
Category *Bee* • Happy

Finance Analyst


Description
JOB SUMMARY

The Finance Analyst is responsible for providing 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 provides support in the financial evaluation of existing and potential assets, products, campaigns, cost components, and other initiatives.  The Finance Analyst also manages the key cost drivers across the business units (from Store Operations to Manufacturing and Supply Chain), as well as supports inventory management.   The Finance Analyst coordinates and submits financial reports to the General & District Managers, President and Head Office (Manila) Finance and Corporate Planning Groups, adhering to the organization’s standards and ensuring compliance to all company, government, and legal requirements.

ESSENTIAL FUNCTIONS

SPECIFIC KEY RESULT AREA (KRA)

Data & Reports Generation

  1. Coordinate with SBU Leadership team members (GMs/DMs/SBU head) to understand their business needs and processes, lead and support the team in providing financial reports and analyses.
  2. Support the team in improving (automation, logic, and 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 (of 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 facilitation of company financial budgets
  • Support team members in the development and finalization of financial short- and long- term financial goals
  • Monitor budget and target performance, and realign 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
  • Perform other jobs/tasks or maintenance expertise related assignments in order to develop one’s self and/or share 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 : 3+ years of work experience in finance / analytics – restaurant industry experience preferred
Experience: At least College Degree or related courses in Business, Management, Finance, or equivalent combination of education & experience.
Training, License & Certification: CFA / CPA as an advantage
Essential Skills and Traits: 
  • Technical Competencies
    • MS Office: Advanced skills in Excel
    • 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)
  • Core Competencies
    • Knowledge of GAAP
    • Excellent Communication
    • Presentation Skills
    • Analytical & Problem Solving Skills
  • Essential Traits
    • Takes Initiative
    • Persistent
    • Wants Challenge
    • Analytical
    • Team Player
    • Accountable
    • Flexible, adopts to different situations and people
    • Strong Attention to detail
    • Excellent with numbers
    • Passionate about work
    • Able to cope with tight timelines
    • Open to work on weekends 
  • 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

  • Work Environment:  While performing the duties of this job, the employee is regularly exposed 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 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 Finance Analyst is responsible for providing 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 provides support in the financial evaluation of existing and potential assets, products, campaigns, cost components, and other initiatives.  The Finance Analyst also manages the key cost drivers across the business units (from Store Operations to Manufacturing and Supply Chain), as well as supports inventory management.   The Finance Analyst coordinates and submits financial reports to the General & District Managers, President and Head Office (Manila) Finance and Corporate Planning Groups, adhering to the organization’s standards and ensuring compliance to all company, government, and legal requirements.

ESSENTIAL FUNCTIONS

SPECIFIC KEY RESULT AREA (KRA)

Data & Reports Generation

  1. Coordinate with SBU Leadership team members (GMs/DMs/SBU head) to understand their business needs and processes, lead and support the team in providing financial reports and analyses.
  2. Support the team in improving (automation, logic, and 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 (of 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 facilitation of company financial budgets
  • Support team members in the development and finalization of financial short- and long- term financial goals
  • Monitor budget and target performance, and realign 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
  • Perform other jobs/tasks or maintenance expertise related assignments in order to develop one’s self and/or share 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 : 3+ years of work experience in finance / analytics – restaurant industry experience preferred
Experience: At least College Degree or related courses in Business, Management, Finance, or equivalent combination of education & experience.
Training, License & Certification: CFA / CPA as an advantage
Essential Skills and Traits: 
  • Technical Competencies
    • MS Office: Advanced skills in Excel
    • 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)
  • Core Competencies
    • Knowledge of GAAP
    • Excellent Communication
    • Presentation Skills
    • Analytical & Problem Solving Skills
  • Essential Traits
    • Takes Initiative
    • Persistent
    • Wants Challenge
    • Analytical
    • Team Player
    • Accountable
    • Flexible, adopts to different situations and people
    • Strong Attention to detail
    • Excellent with numbers
    • Passionate about work
    • Able to cope with tight timelines
    • Open to work on weekends 
  • 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

  • Work Environment:  While performing the duties of this job, the employee is regularly exposed 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 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 $64800 - $67949.28 / Year
Schedule Full Time
Experience Minimum 3 years of experience
Location 100n Barranca St, West Covina, CA 91791, USA
Category *Bee* • Happy

Skills
Cost Accounting
food service
Forecasting
CPA
GAAP
CFA
Financial Modeling
business planning
chartered financial analyst
certified public accountant
pricing analysis
By applying you confirm you have these skills.

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100n Barranca St, West Covina, CA 91791, USA