Financial Analyst

Job Description

Job Description

Position: Financial Analyst

Status: Exempt

Location: St. Louis Park, MN

Department: Finance & Accounting

Reports To: Manager, Financial Planning & Analysis

Position Summary:  The Financial Analyst will analyze a variety of data to assess and improve company performance across internal and external metrics. Responsibilities will primarily include supporting reporting and analysis related to operations, marketing, and supply chain activities. This role is based at the Taco John’s Support Center in St. Louis Park, MN (on-site Tuesday–Thursday; remote options Mondays and Fridays). The salary range is $65,000–$80,000 annually, including a potential bonus. 

Responsibilities:  

• Develops comprehensive presentations that distill analytical findings to aid leadership decision-making. 
• Extracts business intelligence from diverse sources, including internal data, industry reports, public records, and commercial datasets, to identify emerging trends. 
• Manages cross-functional communications proactively to gather insights and ensure teams are updated on key initiatives. 
• Evaluates market strategies by examining relevant products, markets, and trends to assess program effectiveness and outcomes. 
• Delivers actionable, restaurant-level insights by utilizing key performance indicators from multiple information streams. 
• Designs, refines, and disseminates clear and consistent reports that illuminate trends, strengths, and opportunities for improvement. 
• Conducts ad-hoc analyses as required and communicates results to senior leadership. 
• Partners with marketing and finance departments to pinpoint target markets for new product development and to enhance the sales strategy for current offerings through trend analysis. 
• Engages with franchisees and operations teams to identify opportunities for improving unit-level profitability. 
• Contributes to the annual strategic and financial planning cycles. 

Required Qualifications:  

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field. 
• Strong interpersonal skills; able to build relationships across departments. 
• Experienced in financial reporting, budgeting, and forecasting. 
• Skilled at analyzing trends and communicating insights to teams. 
• Proficient in Microsoft Excel and financial software. 
• Familiar with data visualization tools like Power BI or Tableau. 
• Excellent attention to detail and organizational abilities. 
• Able to work independently and with others in a fast-paced environment. 

Preferred Qualifications:  

• 2-3 years of experience in financial analysis or a similar role. 
• Experience with SQL or other database query languages and database concepts. 
• Experience in the restaurant, hospitality, or retail industry. 
• Demonstrated success in managing large-scale financial projects or process improvements. 

Knowledge, Skills, and Abilities:  

• Demonstrated expertise in developing clear, impactful presentations that convey complex financial analyses to support leadership in informed decision-making. 
• Skilled in gathering and synthesizing business intelligence from diverse sources—including internal data, industry reports, and external information—to generate actionable insights. 
• Proficient in facilitating cross-functional communication between departments such as marketing, finance, and supply chain to obtain operational insights and encourage collaboration. 
• Capable of providing timely visibility and updates on key performance indicators, ensuring alignment with company standards and strategic objectives. 
• Possesses strong analytical skills for assessing market strategies, products, and trends, and evaluating the effectiveness of programs and initiatives. 
• Experienced in sales analysis and forecasting, identifying key insights and trends to drive business growth for company-owned restaurants. 
• Adept at compiling and interpreting complex data from multiple sources, constructing compelling narratives that highlight trends and opportunities within both the company and the broader industry. 

Work Environment/Physical Activities:  

• Ability to maneuver physically. 
• Ability to move or lift approximately ten pounds.  
• Noise level in the work environment is usually quiet. 

Note: The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills associated with the position.