Financial Analyst, Operations Support

This is a fully remote position, open to applicants in Kansas, +4 more states.

📋 Description

• Act as the financial partner for a group of operational leaders, providing guidance on decision-making.

• Relate financial outcomes to staffing, scheduling, capacity utilization, pricing, rate structures, service mix, and retention strategies.

• Analyze variances to identify operational root causes and suggest actionable recommendations.

• Evaluate growth initiatives, capital requests, and new service offerings for feasibility.

• Enhance financial literacy among operational staff.

• Manage the monthly and quarterly operating forecasts for a designated portfolio, encompassing revenue drivers, labor, and manageable expenses.

• Develop and sustain driver-based models utilizing volume, capacity, rate, and service mix.

• Facilitate forecast review discussions and assist with annual budgeting and long-term planning efforts.

• Create and refine recurring reports and executive presentations.

• Streamline planning and reporting processes by implementing model designs or AI-assisted workflows.

⛳️ Requirements

• 2–3 years of experience in FP&A, corporate finance, investment banking, transaction advisory, or a similar analytical position.

• Proficient in Excel with advanced financial modeling capabilities.

• Strong skills in PowerPoint, with the ability to produce clear and effective executive presentations.

• Capable of linking financial results to operational decisions and articulating them to non-financial operators.

• Comfortable working with incomplete data and making judgment calls on actionability.

• Interest in AI and automation, demonstrated through self-directed learning of relevant tools.

• Direct communication style with a readiness to express opinions.

• Preferred: experience in multi-unit or multi-site operations such as retail, healthcare, hospitality, restaurants, or service sectors.

• Preferred: familiarity with Power BI, Tableau, or similar analytical tools.

• Preferred: experience with FP&A planning platforms such as Planful, Anaplan, Adaptive Insights, Vena, or equivalent.

• Preferred: involvement in acquisition integration or reporting for newly acquired locations.

• Preferred: practical experience utilizing AI tools in finance or planning workflows.

🏝️ Benefits

• Health, vision, dental, short & long-term disability, and life insurance coverage.

• A startup-oriented company backed by stable funding.

• 401k matching program.

• Discounts on pet care services.

• Flexible Time Off policy.

• Opportunities for career advancement alongside a network of like-minded professionals.

• Potential for career growth towards Senior Analyst roles and beyond.

• Opportunities to present and gain visibility with senior leadership.

• Involvement in integrating AI into planning and reporting processes.