Job Description

Essential Functions (Other Duties as Assigned)

• Build and maintain detailed financial models to support site evaluations, capital planning, and investment decisions across new development and M&A opportunities.
• Ensure accurate data management by regularly updating site memo information in systems and maintaining key deal documents in organized, accessible folders.
• Prepare and update forecast and budget reports to track development spend and compare budgeted versus actual performance across projects.
• Lead process improvement efforts by identifying inefficiencies in modeling, data handling, and reporting workflows, and proposing scalable solutions.
• Collaborate cross-functionally with internal teams including finance, construction, market planning, analytics, and real estate to support integrated analysis and transaction execution.
• Conduct QA reviews ensuring accuracy, consistency, and alignment with internal standards across all deal evaluations.
• Take ownership of M&A financial due diligence, including but not limited to analysis of GSR/POS reports, profit and loss (P&L) statements, membership revenue, gift card liabilities, and other supporting documentation required to evaluate financial performance and risks associated with M&A transactions.
• Collaborate directly with sellers, brokers, and internal stakeholders to obtain and verify financial data during the diligence process.

Education and Experience

• Bachelor’s degree in Finance, Economics, Real Estate, Accounting, or a related field required; advanced degree or certifications (e.g., Master’s Degree, CFA) a plus.
• Minimum of 2-3 years’ experience in financial analysis or real estate development, including exposure to both ground-up and M&A deal structures.
• Experience in building detailed financial models, including discounted cash flow (DCF), IRR, and ROI analyses.
• Some familiarity with reviewing and interpreting P&Ls, POS/GSR reports, and membership/gift card data in due diligence setting.
• Background in high-growth, multi-unit retail or real estate environments preferred.

Knowledge, Skills, and Abilities

• Financial modeling and analysis skills, including proficiency in DCF, IRR, and multi-scenario forecasting for both ground up and M&A deals.
• High proficiency in Microsoft Excel (e.g., complex formulas, pivot tables, sensitivity analysis) and PowerPoint (e.g., investor-style decks, executive-ready formatting).
• Strong written and verbal communication skills, with the ability to translate financial data into clear, actionable insights.
• Excellent attention to detail, critical thinking, and the ability to work independently while balancing multiple priorities.
• Confident presentation skills and experience supporting or delivering executive-level briefings.
• Ability to build and maintain strong relationships with external stakeholders, including sellers, brokers, and third-party advisors, to support deal progress and information gathering.
• Strong interpersonal and collaboration skills with a proactive approach to working cross-functionally across departments.

Physical Requirements:

• Ability to sit for prolonged periods of time working on a computer
• Ability to occasionally lift materials such as boxes, binders, or laptops up to 15 pounds
• Visual acuity required to read and analyze written and digital data
• Manual dexterity for frequent use of keyboard, mouse, and office equipment
• May involve occasional travel (<10%) for site visits or internal meetings

This job description in no way states or implies that these are the only duties to be performed by the employee(s) in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, and abilities.

Spotless Brands and its subsidiaries comply with federal and state disability laws and make reasonable accommodation for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or recruitment process, please contact the Human Resources department and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Human Resources team will respond to your email promptly.

Spotless Brands and its affiliate brands are Equal Employment Opportunity (EEO) employers. Spotless Brands invites all qualified interested applicants to apply for career opportunities. It is the policy of the company to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran, disabled status or any other protected group status as defined by and subject to applicable federal, state and local laws. We use E-Verify to check employment eligibility: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf and https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf