Job Description

The Senior Financial Analyst partners closely with business leaders to support financial performance across brands and business units within the GoTo portfolio. This role is responsible for building and maintaining financial models, delivering accurate forecasts, and producing timely sales reporting and analysis to inform decision-making. Through detailed reporting and data analysis, the Senior Financial Analyst supports the identification of trends, risks, and opportunities to improve business performance. The position also plays an active role in the annual budgeting and weekly forecasting processes, while supporting cross-functional initiatives, special projects, and ad hoc analysis.

Qualifications Education
Bachelor's Degree Finance, Accounting, or a related field of study Req
Master's Degree Pref
Work Experience
2-4 years Progressive finance, accounting, or financial planning/analysis experience Req
Experience in forecasting, budgeting, and variance analysis Req
Retail, franchisee, restaurant, food, or beverage experience Pref
Skills and Abilities
Working knowledge in building financial models, including intermediate to advanced excel skills
Working knowledge of Lawson accounting/Microsoft Dynamics AX (or similar) general ledger module
Working knowledge of Income Statement, Balance Sheet, and Statement of Cash Flows
Working knowledge of budgeting and forecasting models/processes
Ability to build, organize, and retrieve reports using Hyperion Essbase/Smartview financial reporting application and BI360 suite
Ability to convey clear, concise information in verbal, written, electronic, and other communication formats; and to demonstrate active listening while engaging others
Ability to develop and maintain positive business relationships and foster an environment of mutual respect, understanding, trust, and support
Ability to anticipate and respond to the needs of stakeholders (e.g., internal and external customers, etc.) in a timely manner
Ability to adapt and adjust planned work through assessing work demands, competing priorities, and tight deadlines; and to understand the most effective and efficient means to accomplish tasks
Proficient in Microsoft Office Suite

Essential Functions

Financial Support and Modeling:

• Provide day-to-day comprehensive financial support for domestic brand teams, including sales reporting, forecasting, budgeting, profitability analysis, and ad hoc financial insights.
• Develop and maintain detailed predictive models to deliver actionable insights on financial performance, support long-range forecasts, and inform strategic decision making.
• Build structured business cases for strategic initiatives by incorporating revenue, margin, and cash flow assumptions to assess ROI and support decision-making.
• Partner cross-functionally to gather, validate, and analyze inputs; translate data into clear summaries and actionable outputs.
• Design, automate, and enhance recurring sales reports and dashboards to support data-driven decision-making across brand teams.
• Ensure accuracy and integrity of financial data by reconciling information across multiple systems and sources.
• Execute continuous improvement in forecasting and reporting processes through automation, standardization, and the application of advanced tools such as Power BI and AI-enabled analytics.
• Support presentations and reporting deliverables by preparing financial analyses, highlighting key drivers, and ensuring clarity and accuracy of outputs.

Forecast and Budget:

• Participate in the annual budgeting process and rolling forecast processes to provide business leaders and finance team with actionable information on business performance and future outlook.
• Perform quantitative analysis to provide insights on profitability drivers.
• Conduct detailed research and variance analysis against forecasts, budgets, and actuals.

The Senior Financial Analyst partners closely with business leaders to support financial performance across brands and business units within the GoTo portfolio. This role is responsible for building and maintaining financial models, delivering accurate forecasts, and producing timely sales reporting and analysis to inform decision-making. Through detailed reporting and data analysis, the Senior Financial Analyst supports the identification of trends, risks, and opportunities to improve business performance. The position also plays an active role in the annual budgeting and weekly forecasting processes, while supporting cross-functional initiatives, special projects, and ad hoc analysis.

Required for All Jobs

• Performs others duties as assigned
• conforms with all corporate policies and procedures

Education

• Bachelor's Degree in Finance, Required
• Master's Degree, Preferred

Work Experience

• 3-5 years of progressive finance or FP&A experience (Required)
• experience in forecasting, budgeting, and variance analysis (Required)
• retail, franchisee, restaurant, food, or beverage experience (Preferred)

Skills & Abilities

• Proficient in Microsoft Office Suite, with extensive skills in MS Excel.
• Ability to build, organize, and retrieve reports using financial software applications.
• Working knowledge of budgeting and forecasting models, processes, and financial reporting systems.
• Strong analytical, communication, and project management skills.
• Ability to manage complex projects in a constantly changing environment while meeting critical deadlines.