Senior Financial Analyst

Sr. Financial Analyst

Sr. Financial Analyst is responsible for ownership of reporting needs as it pertains to the Carl's Jr. company-owned restaurant portfolio. This role provides financial analysis and support to drive business performance.

Essential Functions

• Supports Carl's Jr. corporate restaurants to accurately report Key Performance Indicators (KPIs) on a weekly, periodic, quarterly, and annual basis
• Prepares and analyzes restaurant P&Ls to ensure data accuracy and provide actionable recommendations
• Itemizes variances to forecast, budget, and prior year
• Acts as primary financial liaison for company operations team, presenting to senior leadership
• Manages sales forecasting for both Hardee's and Carl's Jr.
• Assists in the quarterly forecast and annual planning processes
• Establishes project timelines and follows-up with other departments to ensure deadlines are met
• Assists with ad hoc analysis to support strategic initiatives, including presentations for the Leadership Team, Board of Directors, Franchise Advisory Boards, brand conventions, and/or individual departments
• Develops, refines, and maintains analytical tools and complex financial models
• Consistently exercises independent judgment and discretion in matters of significance
• Performs other duties and/or special projects as assigned in response to changing business conditions and/or requirements

Position Qualifications/Core Competencies

• Bachelor's Degree in Finance, Accounting, Business Management or related field
• 4-5 years of experience in Financial Analysis or similar role
• Must be proficient in Microsoft Office applications, especially Excel and PowerPoint
• Strong communication skills, with ability to influence senior leadership
• Must display strong analytical and organizational skills and have the ability to identify and implement process improvement strategies
• Prior experience with databases and Business Intelligence tools preferred
• General knowledge of restaurant business model preferred

Work Environment

• Restaurant Support Center that operates in a fast-paced setting with a high volume of activity and a deadline-driven environment. The role follows a hybrid work model, requiring on-site presence in the office every Tuesday, Wednesday, and Thursday.

Physical Demands

• Sitting for extended periods of time, using telephone, typing and/or operating a computer/mouse
• Limited travel as needed

The company retains the right to change or assign other duties to this position as deemed appropriate with or without notice.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.