FP&A Analyst (Financial Planning & Analysis)

Restaurant or multi-unit retail finance experience is required for this position.

This position requires working onsite at our office in Addison, TX 4-5 days per week. Qualified applicants must be legally eligible to work in the United States without employer sponsorship.

Salad and Go is a one-of-a-kind drive-thru concept on a mission to make fresh, nutritious food convenient and affordable for ALL. Recipes from our very own Michelin-star trained chef are prepared in our own central kitchens, delivered directly to our stores where our team members prepare made to order salads, wraps and breakfast burritos for our guests. Our food is offered at a price point that ensures accessibility: everyone deserves a delicious meal. Focused on a simple, convenient drive-thru only model, Salad and Go operates in more than 130 locations across Arizona, Texas, Oklahoma and Nevada and is expanding rapidly into new states. As part of our mission, Salad and Go puts special emphasis on community outreach and philanthropic initiatives and fosters a company culture that prioritizes the wellbeing of all our team members. Our one-of-a-kind model is fundamentally changing food systems and igniting a positive, life-changing movement toward better food for all. 

The FP&A Analyst (Financial Planning & Analysis) will provide accurate, timely and actionable business insights while helping build a data-driven and analytical culture within the company. They will interact with all departments and levels of the organization and participate in various meetings, projects and training that look to optimize forecasting, planning and tracking processes, standardize reporting, and provide actionable insights to internal and external stakeholders.

As the FP&A Analyst, you will: 

• Partner with project and corporate FP&A stakeholders in preparation of weekly and monthly financial packages, dashboards and reporting of key performance metrics  
• Analyze internal and external data to derive business insights that can improve outcomes 
• Assist in the standardization of reporting, KPI’s, and data structures 
• Ensure data integrity of the financial reporting systems and forecasting tools 
• Facilitate data gathering for new analytical or systems initiatives 
• Assist in various ad hoc projects as they arise, including changes to sourcing/supply chain, new sales channels, labor efficiency and operating P&L impact. 
• Work with partners to continually improve processes and reduce non-value add activities 
• Prepare weekly KPI reporting and with utmost attention to detail and comprehensive understanding of the results being reported.  
• Prepare regular financial reports for distribution to all levels of the organization, the board of directors, and external stakeholders. 
• Maintain, improve and create financial models/analysis to analyze results and trends of stores and Central Kitchens. 
• Attract, motivate and develop a diverse team of finance professionals in support of the company succession planning process. 
• Work in collaboration with other functions within the organization to analyze business needs and model business cases / ROIs, including but not limited to real estate, marketing, menu changes, price changes, promotional activities, operational initiatives, manufacturing process changes, technology implementations, etc.  
• Develop tools to better understand and track the behavior of Salad and Go guests 
• Track industry trends and peer competitive performance. 
• Ensure data integrity of the financial reporting systems and forecasting tools 
• Facilitate data gathering for new analytical or systems initiatives 
• Partner with project and corporate FP&A stakeholders in preparation of weekly and monthly financial packages, dashboards and reporting of key performance metrics  
• Assist in the standardization of reporting, KPI’s, and data structures 
• Work with partners to continually improve processes and reduce non-value add activities 
• Mentor other analysts on utilization of financial reporting and forecasting tools as well as advanced analytical methods 

Requirements

Skills and Qualifications: 

• Bachelor’s degree in finance, accounting, or related quantitative field 
• 3-5 years of relevant experience in financial modeling, forecasting, budgeting and / or accounting, multi-unit experience preferred 
• Strong Microsoft Excel skills including experience creating and analyzing advanced Excel models 
• Strong oral and written communication skills 
• Strong presentation skills 
• Excellent organizational and prioritizing skills 
• Strong problem solving and mathematical skills 

Preferred Skills and Qualifications: 

• Drive for results and exceptional attention to detail  
• Desire to partner with all parts of the business and work as one team  
• Ability to lead change and champion process changes in a cross-functional organization  
• Must be flexible and thrive in a fast-paced environment  
• Willingness to be innovative and creative in your way of thinking   
• Solid understanding of financial statement analysis, statistical analysis, corporate finance and financial modeling 
• Knowledge of General Ledger (GL) bookkeeping and accounting principles and practices 
• Advanced knowledge of Microsoft Excel and other MS Office applications 

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned. 

Benefits

• Competitive pay + bonus potential
• Open PTO Program
• Health, dental and vision insurance
• 401(k) with company match
• Growth potential with a fast-growing company
• Complimentary Salad and Go food

Consistent with the Americans with Disabilities Act (ADA), Salad and Go will provide reasonable accommodation to participate in the job application or interview process when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.

Salad and Go is proud to be an equal opportunity employer.

Recruitment Agencies: We are not utilizing external 3rd party recruitment agencies for this search. Should those needs change, we will seek your assistance directly.

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