Financial Analyst I

Job Summary

Provides research and analysis for financial consulting and strategic support to senior management including assisting in the preparation of board presentations, financial presentations, capital expenditure analysis, industry and peer group comparisons, new business opportunity analysis, acquisition analysis, and other projects requested by senior management. Acts as a key component to the analytical engine of the Company to provide insight and support optimal business decision making.

Essential Duties and Responsibilities

• Planning
  • Supports the preparation of the Company’s annual budget and forecasting, works with and incorporates various inputs from groups across the Company.
  • Responsible for providing analytical information for the corporate financial model, including strategic plan.
• Analysis
  • Supports senior management team and department heads with in-depth analysis.
  • Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
  • Understands ROI in new stores, remodels, acquisitions, capital expenditure, leases, marketing programs, as well as new projects.
  • Develops financial models and analyses to support strategic initiatives, including NPV and IRR analyses.
  • Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.
  • Monitors performance indicators; highlighting trends and analyzing causes of unexpected variance.
  • Improves performance by evaluating processes to drive efficiencies.
  • Performs ad-hoc analysis.

Essential Duties and Responsibilities

• Reporting
  • Assists with creating an enterprise wide reporting strategy and standards.
  • Develops monthly and quarterly financial reports.
  • Implements and works with a business intelligence tool and dashboard reports.
  • Supports the administration and management of the financial reporting system.
  • Performs ad hoc reporting.
• M&A
  • Participates in due diligence and financial modeling for mergers and acquisitions.
• Assists in the preparation of presentations for Board of Directors and senior management team.

Knowledge, Skills and Abilities

• Advanced mathematical skills relevant to accounting, finance, and statistics.
• Advanced knowledge of financial statements.
• Advanced knowledge of Microsoft Office applications including Excel, Outlook, and PowerPoint.
• Intermediate knowledge of software systems used for planning, forecasting, and budgeting.
• Ability to think creatively, highly driven and self-motivated.
• Ability to communicate effectively in written and verbal form.
• Ability to comprehend and interpret information.
• Ability to prepare reports and business correspondence.
• Ability to research information, establish facts, and draw valid conclusions.
• Ability to learn new technology systems, methods, and processes.
• Ability to reason, form concepts, and recognize and solve problems.
• Ability to analyze complex information.
• Ability to show information in presentation or diagram form.
• Ability to organize, prioritize, and manage time.
• Ability to maintain confidentiality regarding sensitive information.
• Must be attentive to potential hazards and remedy or place appropriate warning signs or devices around or near the hazard as soon as is reasonably possible.
• Must report any potential hazards that cannot be immediately remedied to a supervisor.

Education, Experience, and Qualifications

• Bachelor's Degree required.
• Financial Planning & Analysis experience preferred.
• Experience with annual planning/budget cycles preferred.
• Experience with relevant enterprise reporting and budgeting system(s), including Excel Add-ins preferred.
• Experience with financial modeling, including IRR and NPV analyses preferred.
• Experience in multi-unit retail/restaurant preferred.
• Experience preparing PowerPoint presentations for Board of Directors and senior management team preferred.
• Partners must be 21 years of age or older to drive for Company business in accordance with the BGC Business Driver Policy.

Physical Demands

• Continuously required to use close vision, distance vision, depth perception or the ability to focus.
• Continuously required to talk and hear.
• Continuously required to use hands for reaching, touching or handling.
• Continuously required to use fine finger movements (ex. sorting and typing).
• Frequently required to sit for long periods of time.
• Occasionally required to push, pull, maneuver or lift objects up to 40 lbs.
• Occasionally required to bend, kneel, squat, stoop or crawl.
• Occasionally required to stand or walk.
• Attendance at work is required.

Work Context and Environment

• Work is generally performed in an office environment.
• Quiet to moderate noise level.