Manager, Financial Analysis

Financial Analysis Manager is responsible for financial planning and modeling. Manages the financial analysis projects and statistical studies. Being a Financial Analysis Manager provides key financial analysis and management reporting by managing various monthly reporting processes. Provides guidance on investment and project decisions. Additionally, Financial Analysis Manager requires a bachelor’s degree. Typically reports to a director or top management. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required.

Manager, Financial Analysis Job Description Template

Our company is looking for a Manager, Financial Analysis to join our team.


  • Assist Controller with cashflow planning and bank covenant analysis;
  • Reports on Weekly/Monthly P&L flash to operators and leadership;
  • Responsible for maintaining, updating, and distributing monthly Dashboard Reporting;
  • Recurring reporting/analysis as needed for Board Decks (monthly and quarterly), including ad hoc reports.


  • Develop presentations to communicate business and analysis results to senior leadership audiences;
  • Articulate outcomes of analysis and relevant insights;
  • Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization;
  • MBA preferred, Bachelor s Degree in Finance or related field required;
  • Strong PC skills;
  • Experience generating and writing budgets at a store level for a large organization;
  • Experience with SSAS, Hyperion Essbase, or similar excel analytical tools or add-ins;
  • Excellent interpersonal, verbal and written skills, especially to convey technical concepts to non-technical teams;
  • 1+ year of experience in a managerial or leadership role with reporting structure;
  • 4+ years of financial analyst or financial planning and analysis (FP&A) in restaurant, hospitality, or retail preferred.