Financial Planning & Analysis Manager I

Job Summary

Essential Duties and Responsibilities

• Carries out management responsibilities including planning and directing work; training and coaching; appraising, rewarding, and disciplining partners performance, interviewing; budgeting; and addressing and resolving issues.
• Leads the preparations for the Company’s annual budget while working with department leaders to gather input.
• Assists with developing short-term and long-term financial forecasts and provides analytical information for the corporate financial model.
• Supports senior leadership with in-depth analysis of complex financial information. Provides accurate and timely financial recommendations for decision making purposes.
• Researches Return on Investment (ROI) in new stores, remodels, acquisitions, leases, etc. to provide insightful views of performance and trends.
• Develops detailed and flexible financial models to support decision making, including Net Present Value (NPV) and Internal Rate of Return (IRR) analyses.
• Monitors and/or creates performance indicators that highlight trends and unexpected variances.
• Develops and maintains monthly and quarterly ad-hoc financial reports.
• Supports the administration and management of financial reporting systems to ensure accuracy of data.
• Participates in financial modeling for mergers and acquisitions.
• Leads the preparation of presentations for Board of Directors and senior management team. 

Knowledge, Skills and Abilities

• Advanced mathematical skills.
• Advanced knowledge of software systems used for the purpose of planning, forecasting and budgeting.
• Advanced knowledge of financial statements.
• Advanced knowledge of Microsoft Office applications including Excel, Access, Word, Outlook and PowerPoint.
• Ability to analyze complex financial information.
• Ability to think analytically and creatively.
• Ability to remain highly driven and self-motivated.
• Ability to lead and motivate others.
• Ability to communicate effectively in written and verbal form with all areas and levels of the Company.
• Ability to prepare reports and business correspondence.
• Ability to create presentations or diagrams.
• Ability to research information, establish facts and draw valid conclusions.
• Ability to reason, form concepts and recognize and solve problems.
• Ability to organize, prioritize, and manage time.
• Ability to learn new technology systems, methods and processes.
• Ability to maintain confidentiality regarding sensitive information.
• Ability to comprehend and interpret information.
• Ability to occasionally travel to off-site and out-of-town locations with possible overnight stays.
• Ability to work flexible schedules including nights, weekends and holidays.
• 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 in Accounting, Finance, or Economics related field and seven or more years of related experience required.
• Master’s Degree preferred.
• Certified Public Accountant (CPA) preferred.
• Certified Management Accountant (CMA) preferred.
• Two years of managerial experience preferred.
• Experience with at least two annual planning/budget cycles preferred.
• Experience with relevant enterprise reporting and budgeting system(s) preferred.
• Experience in multi-unit retail/restaurant concepts 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.
• Frequently required to talk and hear.
• Frequently required to use fine finger movements (ex. sorting and typing).
• Frequently required to sit for long periods of time.
• Occasionally required to use hands for reaching, touching or handling.
• Occasionally required to push, pull, maneuver or lift objects up to 40 lbs.
• Occasionally required to bend, kneel or squat.
• 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.