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Financial Analyst

Location: 

Tampa, FL, US, 33607

POSITION SUMMARY:

This position oversees all financial aspects relating to marketing efforts at Checkers/Rally’s, working closely with senior marketing and finance leadership to evaluate, analyze, report, and draw insights on all aspects of marketing tests, promotions, coupons, etc.  This includes sales, costs, and other metrics as well as the dependent variables of each.

 

POSITION ACCOUNTABILITIES:

  • Analyzes marketing strategies
    • Marketing tests, promotions
      • Partners with marketing team to offer financial perspective on all marketing activity, helping to guide the organization to the most optimal decisions.
      • Provides proactive and timely Excel or dashboard-related analysis on all key metrics with a focus on results, insights and observations.  
      • Works collaboratively with the cross-fuctional team, create and maintains financial worksheets for all initiatives.
      • Summarizes results of all activity to company leadership team, drawing insights and recommendations as appropriate.
    • Coupon activity
      • Works closely with the marketing team, recommends markets and timing to achieve desired goals.
      • Tracks and reports progress and redemption at the restaurant level.
      • Reports weekly results against goals, highlighting variances and rationale/insights.
    • Pricing analysis & requests
      • Serves as the point of contact with our major vendor partners,  RMS and APT (moving towards partnering with this vendor).
      • Leads discussion and decision process around all pricing activity.
      • Communicates pricing decisions as necessary to IT, Operations, etc.
    • Special initiatives
      • Track and understand the performance of new and special initiatives like delivery.
  • Creates and Maintains Annual Financial Plan and Reforecasts.  Complete reconciliations to plan and forecast during the close process.
    • Creates and updates sales forecast of all primary messages, secondary messages, growth layers and other activity by event on an annual basis.
    • Highlights events with challenging comps vs. plan and make appropriate recommendations to solve.  Such events include weather, holidays, prior-year activity, etc..
    • Reports actual performance vs. plan, vs. forecast, and vs. prior year on consistent basis and facilitates discussions as necessary.
    • Create schedules and dashboards around performance vs. plan, forecast, and prior year for executive discussions, marketing meetings, period-end decks, and Board presentations.

 

 

SECONDARY ACCOUNTABILITIES:

  • Partners with field marketing team to provide Franchisee support as necessary.
  • Serves as back-up for Manager, Marketing Analytics and the Field Finance Analyst as necessary.
  • Serves on cross-functional projects/teams as needed
  • Performs other duties and projects as assigned.

 

EMPLOYMENT STANDARDS

 

Required Qualifications

  • High-level analytical and problem-solving skills with the ability to think independently, take corrective action, and to resolve inquiries and requests for information. 
  • Strong technical capabilities.  Proficiency in Microsoft Excel, Microsoft Access, and Microsoft PowerPoint.  Experience with PowerBi, Tableau, or other visualization tools a plus.  SQL experience a plus.
  • Excellent customer service skills with the ability to engage others and establish rapport.
  • Excellent verbal and written communication skills with ability to effectively communicate and build relationships with all levels within the organization, and with guests, franchisees, and suppliers.
  • Excellent organizational skills with ability to handle multiple priorities, meet demanding deadlines, adjust to sudden changes in workflow, and maintain high quality standards.
  • Ability to establish and maintain robust processes relied upon by senior management.

 

  • Ability to deal with ambiguity and propose creative solutions.
  • Ability to maintain all job-related information in a confidential and private manner.

Education

 

  • Bachelor's Degree in Finance, Business, or analytical field (Mathematics, Statistics, etc.). 

Experience

  • High degree of proficiency with Microsoft Office suite and Internet software
  • Minimum of 2 years relevant experience or have earned MBA.
  • Experience in QSR, general restaurant, or retail industry preferred, but not required.

 

Essential Physical Requirements

  • Ability to read, analyze and interpret written information such as procedure manuals, Company communications or governmental regulations.
  • Ability to Travel may be required to attend off-site training, meetings and seminars.
  • Ability to sit for prolonged periods in one location which may be restricted to the employee’s workstation.
  • Ability to lift and/or move up to 20 pounds

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Nearest Major Market: Tampa

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