Financial Analyst

At HTeaO, we’re all about bold flavors and even stronger communiTEAs. As one of the fastest-growing beverage brands, we focus on creativity, connection, and supporting our Franchise Partners. The Role The Senior Financial Analyst is a hands-on, highly analytical member of our FP&A & Analytics team and a trusted partner to Finance leadership. You’ll deliver recurring reporting and analysis, build the models that drive planning and decision-making across our multi-entity, PE-backed structure, and translate complex data into clear, executive-ready insight for the CFO, ownership, and our private equity partner. This is a high-visibility individual-contributor role for someone who combines strong analytical and modeling skills with the judgment to know which numbers matter and the initiative to drive work forward independently. What You’ll Do Lead deep-dive analyses across sales, traffic, cost, labor, pricing, and product mix to identify margin and growth opportunities — and translate the findings into clear, actionable recommendations for leadership Assist with marketing analytics – including LTO/promo ROI analysis and loyalty analysis Deliver recurring financial reporting and variance analysis (actuals vs. budget, forecast, and prior year), with clear commentary on the drivers behind the numbers Build and maintain integrated, three-statement and scenario models to support pricing, capital projects, and strategic decisions Contribute to the annual operating plan (AOP) and long-range plan (LRP), helping build and maintain driver-based models across our multi-entity structure Lead the development and ongoing improvement of Power BI dashboards, data models, and DAX measures used across Finance, Operations, and leadership Prepare materials for the Monthly Business Review (MBR), board pre-reads, and executive presentations — turning complex data into a clear narrative and recommendation Support recurring reporting cycles (weekly, monthly, quarterly, and annual) with accurate, actionable output Assist with ad-hoc and cross-functional analyses in partnership with Operations, Marketing, and Franchise Development Qualifications Required Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field 1–3 years of experience in FP&A, corporate finance, investment banking, or analytics Advanced Excel, including the ability to build integrated and three-statement models from scratch Strong Power BI skills (data models, reports, and DAX measures) Strong PowerPoint skills, with proven experience building professional, executive-ready presentations Excellent written and verbal communication; able to frame analysis for senior, non-technical audiences Highly organized self-starter able to manage multiple priorities and deadlines independently Preferred Experience in franchise, multi-unit retail, or consumer/restaurant industries Familiarity with SQL; exposure to a private equity–backed or multi-entity structure What You’ll Gain A high-ownership, high-visibility role with direct exposure to the SVP of Finance, CFO, and ownership Real influence over analyses that drive executive, board, and ownership decisions Deep experience with Power BI, advanced financial modeling, and multi-unit, multi-entity reporting at a fast-growing brand #J-18808-Ljbffr