Analyst role supporting business development for Restaurant & Hospitality Finance at MUFG. Involves financial analysis, client support, and collaboration with Global Relationship Managers.
About the role
- Senior Analyst at Trading Technologies providing financial insights and reporting in a hybrid role. Collaborate with teams to enhance financial plans and manage targets in the capital markets sector.
Responsibilities
- Support the development of the Annual Operating Plan (AOP) and rolling forecasts; and prepare variance analytics against forecasts.
- Facilitate financial reviews with business partners to understand their budgets, provide budget-to-actual feedback, ensure effective cost management, and maintain financial discipline.
- Manage the Headcount Request and PO Approval processes.
- Prepare, deliver, and continuously improve monthly/quarterly business reporting
- packages to executive management, the board of directors, and other stakeholders in a timely manner
- Maintain and enhance the fully integrated 3-statement financial forecast model
- Actively work with accounting to support month-end close/reporting, ensuring expenses are coded to the correct GL accounts, and other related activities
- Support sales/revenue forecasting, metrics, reporting, and analysis
- Perform ad hoc analyses to support initiatives such as pricing, margins, cost-benefit analyses, new business lines, or other complex business modeling
- Develop an in-depth understanding of key business drivers to incorporate into the monthly commentaries
- Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks, and opportunities
- Proactively engage with cross-functional teams to develop continuous process improvements to planning, analysis, and reporting; work with data source providers and technology teams to ensure key data is timely and accurate
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 4-6 years of experience in FP&A, investment banking, corporate finance, or a similar analytical/reporting role, with a strong bias toward prior Private Equity experience.
- Ability to take ownership of processes, including introducing automation and other workflow improvements.
- Solid understanding of SaaS/Software metrics and benchmarks, including but not limited to,
- Bookings, ARR, LTV, CAC, churn/retention (NDR/GDR), etc
- Expert Excel user with proficiency in advanced data/financial operations.
- Experience with NetSuite and forecasting/budgeting tools such as Planful or Adaptive
- Experience with CRM & analytical tools such as Salesforce, Tableau, Power BI, or other cloud-based platforms is a plus.
- Strong financial and business acumen, ability to see and communicate the “what” and “why” behind the numbers, and the ability to connect the dots between operational metrics and financial results
- Demonstrated experience in leading budgeting, forecasting, and variance analysis processes
- Proficiency in building and maintaining complex financial models, including fully integrated three financial statement forecasts, and scenario analysis
- Hands-on experience in developing gross margin forecasts and operating budgets at the department level, and creating a management report
- General knowledge of GAAP and an understanding of the difference between accrual and cash accounting
- Exceptional attention to detail, problem-solving, and critical thinking skills
- Excellent written and verbal communication skills and ability to establish strong relationships and collaborate with stakeholders across the organization
Benefits
- Medical, Dental, and Vision insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
- Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.
- 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.
- One dedicated day per year for volunteering.
- Two professional development days per year to allow uninterrupted professional development.
- An additional PTO day added during milestone anniversary years.
- Robust paid holiday schedule with early dismissal.
- Generous parental leave for all parents (including adoptive parents).
- Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.
- Backup child and pet care, as well as tutoring services.
- Milestone anniversary bonuses.
- Stipend and subsidy contributions toward personally-owned cell phones
- Contributions for gym memberships and health/wellness initiatives.
- Discounted healthcare premiums.
- Healthy meal delivery program subsidies.
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