Financial Analyst
The Financial Analyst at Confidential Client supports budgeting, forecasting, and financial reporting for a fast-growing multi-unit food and lifestyle brand. This entry-level role involves preparing detailed financial analyses, variance reports, and models to inform leadership decisions on store operations, pricing, and franchise performance, with mentorship from the FP&A Manager and cross-functional exposure. The position offers growth opportunities in multi-unit finance within a dynamic, hybrid work environment in New York City.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Role
Confidential Client is hiring an entry-level Financial Analyst to support FP&A activities for a fast-growing, multi-unit food and lifestyle brand. This hybrid role is based in Manhattan, NY (in-office Monday–Thursday). The position reports to the FP&A Manager and is Full-Time, Exempt.
Salary: $85,000 - $95,000 per year
What You’ll Do
- Support the annual budget and quarterly reforecast cycles by preparing templates, consolidating submissions, and documenting assumptions
- Prepare recurring weekly, monthly, and quarterly reporting packages (P&L summaries, KPI scorecards, flash reports)
- Compile variance analyses vs. budget, forecast, and prior year at company, store, and department levels; research drivers and draft commentary
- Maintain and update driver-based financial models (store-level P&Ls, unit economics); assist in building new models as skills develop
- Partner with Operations, Supply Chain, and cross-functional teams to analyze sales trends, average check, transactions, labor productivity, COGS, and other KPIs
- Support new store development analysis, capex tracking, and franchise performance reporting
- Assist with cash flow and working capital reporting in partnership with Accounting
- Help maintain reporting hierarchies, chart of accounts mappings, and data integrity in planning/reporting systems
- Prepare ad-hoc analyses and presentation materials for finance leadership; translate data into clear recommendations
- Identify opportunities to automate recurring reporting and document FP&A processes
What We’re Looking For
- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field
- 0–2 years of relevant experience (internships, co-ops, or project work considered)
- Coursework or practical exposure to financial statement analysis, budgeting, or financial modeling
- Strong Excel skills (pivot tables, XLOOKUP/INDEX+MATCH, SUMIFS) and eagerness to develop advanced modeling skills
- Working understanding of financial statements and GAAP fundamentals (how decisions flow through P&L, balance sheet, cash flow)
- Familiarity with ERP or BI/planning tools (Restaurant365, NetSuite, Power BI, Tableau, Looker, Adaptive, Vena) preferred; SQL or Python a plus
- Interest or experience in restaurant, retail, hospitality, CPG, or other multi-unit operations preferred
- Strong analytical problem-solving skills, attention to detail, and effective written/verbal communication for nonfinancial audiences
- Ability to manage multiple deadlines, receive and apply feedback, and maintain confidentiality
- Intellectual curiosity and comfort working in a fast-paced, high-growth environment
Physical Requirements & Logistics
- Prolonged periods of sitting and computer use; ability to use standard office equipment
- Occasional standing, walking, bending, or reaching in an office environment
- Ability to lift up to 15 pounds occasionally (files, supplies)
- Visual acuity to read printed and digital documents and spreadsheets
- Occasional travel to corporate offices, franchise locations, or external meetings (up to ~10%)
- Reasonable accommodations available for qualified individuals with disabilities
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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