Lead Financial Analyst

Reports To: Director of FP&A Employment Type: Full-Time, Exempt Company Overview Our client, a high-growth, multi-site consumer services firm delivering high-volume, recurring service solutions through a membership-driven subscription model. As we expand our regional footprint, we are seeking a Lead Financial Analyst to bring analytical rigor and operational insight to how they measure, forecast, and improve location-level performance. Position Summary The Lead Financial Analyst will serve as a key finance partner to Operations, providing site-level and portfolio-wide financial analysis unique to a high-volume, recurring revenue business model. This role will build and maintain financial models, KPI dashboards, and forecasts that drive decisions on pricing, staffing, site investment, and overall unit economics across our network. Key Responsibilities Site & Portfolio Financial Analysis: Build and maintain location-level P&L models, analyzing actual performance against budget, forecasts, and prior-year metrics. Conduct multi-site benchmarking to identify variance drivers across labor, variable operating costs, and service mix. Track unit economics, throughput, and capacity utilization metrics. Subscription & Revenue Analytics: Evaluate subscription/membership program performance, including plan mix, penetration, churn, member reactivation, and customer lifetime value (LTV) versus acquisition cost (CAC). Analyze single-service to recurring-member conversion funnels and support price elasticity testing across service tiers. Partner with Marketing to evaluate promotional campaign ROI. Reporting, Forecasting & Business Partnership: Prepare weekly flash reports and monthly executive KPI packages (volume, average ticket, subscriber growth, retention, labor productivity). Support annual budgeting and rolling forecast processes. Translate financial performance into clear operational recommendations for regional leadership. Qualifications Education & Experience: Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA is a plus). 3+ years of progressive FP&A or financial analysis experience within multi-unit retail, QSR, hospitality, fitness, or other high-volume subscription/membership models. Technical & Modeling Skills: Advanced Excel financial modeling skills with experience building unit economic models, pro formas, and payback analyses from scratch. Demonstrated proficiency with BI tools (Power BI, Tableau), POS platforms, and ERP systems. AI & Automation Tools: Hands-on experience leveraging modern AI analytics platforms (e.g., Claude, ChatGPT, Copilot) to streamline modeling, variance commentary, and reporting workflows. Core Competencies: Strong analytical and data-validation capabilities with the ability to communicate complex insights to non-finance operational leaders in a fast-paced environment. Experience in a PE-backed or rapid multi-unit expansion environment is preferred. #J-18808-Ljbffr