Senior Financial Analyst - First Watch Restaurants, Inc.
Bradenton, FL 34201
About the Job
The Sr. Financial Analyst is responsible for providing analytical and financial support across all areas of the Business. This position will play a key role in the company’s financial planning function as well as driving operational efficiency through reporting and analysis. The role will partner with leadership and senior managers to monitor key performance metrics, understand sales/traffic/product mix trends, and analyze the company’s financial results.
This role requires a self-starter with excellent business modeling skills, a keen attention to detail and focus on time management as well as the ability to challenge conventional thinking in a fast-paced environment. The ideal candidate can work seamlessly across multiple functions, including operations, marketing, supply chain, culinary, and other support teams, to evaluate and influence decisions/programs that affect how we run our restaurants, drive demand and manage costs.
Responsibilities:
The essential functions in this job description are not all-inclusive of this position’s duties and responsibilities. Reliable and dependable attendance is required.
- Forecasting/Budgeting: Participate in quarterly, as well as annual and multi-year financial forecasts/budgets, typically working with broader organization to understand and test key forecast/budget assumptions and model alternate scenarios. Construct and maintain models in support of the forecast/budget process. Play key role in unit-level planning process.
- Sales/Product Mix Analysis: Analyze sales, traffic, and product mix trends. Understand performance of current limited-time offerings and project impact of future ones. Perform pricing analyses as necessary.
- Determine how product mix behavior is impacting our COGS. Effectively communicate all insights to leadership.
- Perform testing analysis and effectively communicate the risk or upside of potential marketing tactics or menu changes.
- Ad-hoc Reporting/Analysis: Provide robust and accurate ad-hoc financial analysis and effectively present the results and recommendations to senior leadership. Report on week, period, quarter, and annual financial performance to the leadership team, and prepare explanations of variances to budget.
Qualifications:
- Bachelor’s degree in Finance, Mathematics, Statistics, or analytical discipline with 4+ years of corporate financial planning experience
- Proficiency in both Excel and PowerPoint
- Excellent financial modeling skills, and the ability to turn data into insights and make recommendations regarding improvements to profitability
- Strong background in financial statements including Income Statement, Balance Sheet, and Statement of Cash Flow
- Demonstrated success in generating budgets, analyzing P&L results, and reporting financials
- Advanced analytical skills with sound business judgement and high level of attention to detail
- Outstanding communication skills, both written and oral, and the ability to communicate with multiple levels of the organization
- Ability to work on multiple projects, with cross-functional teams across all levels of the organization, and to meet deadlines
- Nimbleness and adaptability to changes in priorities
- Curiosity, self-drive, and enthusiasm to deliver results and improve the existing processes
Who We Are:
First Watch is the leading Daytime Dining concept serving made-to-order breakfast, brunch and lunch using fresh ingredients. A recipient of hundreds of local “Best Breakfast” and “Best Brunch” accolades, First Watch's chef-driven menu rotates five times a year and includes elevated executions of classic favorites alongside specialties such as its Quinoa Power Bowl, Lemon Ricotta Pancakes, Chickichanga, Morning Meditation fresh juice and signature Million Dollar Bacon. After first appearing on the list in 2022 and 2023, First Watch was named 2024’s #1 Most Loved Workplace® in America by Newsweek and the Best Practice Institute. In 2023, First Watch was named the top restaurant brand in Yelp’s inaugural list of the top 50 most-loved brands in the U.S. In 2022, First Watch was awarded a sought-after MenuMasters honor by Nation's Restaurant News for its seasonal Braised Short Rib Omelet. First Watch operates more than 540 First Watch restaurants in 29 states. For more information, visit www.firstwatch.com.
First Watch is an equal opportunity employer. In compliance with the Americans with Disabilities Act, First Watch will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.