Job SummaryWe are seeking a highly analytical, detail-oriented Financial Analyst to lead Financial Planning and Analysis (FP&A) initiatives for our client — a start-up consulting and investment group specializing in the restaurant and multi-unit business sectors. This dynamic organization partners with entrepreneurs, operators, and investors to drive strategic growth, operational efficiency, and long-term value creation through strategic advisory, financial planning, investment due diligence, and operational support.
In this role, you’ll lead FP&A initiatives across the client’s portfolio and advisory projects, delivering actionable insights, building financial models, and crafting compelling presentations for both internal stakeholders and external investors. The ideal candidate thrives in a fast-paced environment, works independently, and possesses strong financial modeling and presentation skills. You’ll work directly with the client’s leadership team as well as client and prospect leadership teams to support business-critical decisions.
Key Responsibilities
- Build and maintain dynamic financial models for restaurant and multi-unit business clients, including forecasts, budgets, and scenario analysis.
- Support Operations teams in ad hoc analysis and work to identify areas of potential opportunity
- Monthly actual vs budget reconciliations
- Support M&A and investment due diligence through cash flow modeling, ROI analysis, and valuation assessments.
- Analyze operational and financial performance metrics to identify trends, risks, and opportunities.
- Develop investor-ready presentations, board materials, and pitch decks that clearly communicate financial insights and strategic recommendations.
- Conduct real estate site selection analysis and develop financial pro form as for new locations.
- Track and analyze construction project expenses against budgets and timelines.
- Evaluate menu performance, analyze customer data, and provide insights on menu trends and results from marketing and merchandising initiatives.
- Collaborate with consulting team members to assess client performance, propose strategic initiatives, and implement financial best practices.
- Track industry benchmarks and trends in the restaurant and retail sectors to inform financial strategies.
- Support monthly and quarterly reporting, including variance analysis and KPI dashboards.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus.
- 2–5 years of experience in FP&A, investment banking, management consulting, or private equity (ideally with exposure to restaurants or multi-unit businesses).
- Advanced proficiency in Excel and financial modeling (3-statement models, DCFs, ROI analysis, etc.).
- Strong PowerPoint and presentation design skills; ability to distill complex data into clear, compelling narratives.
- Excellent analytical, organizational, and problem-solving skills.
- Self-starter with strong communication skills and the ability to manage multiple projects with minimal oversight.
- Comfortable operating in a start-up environment with evolving priorities.
1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services. We specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide.
Our mission is to empower growth for forward-thinking businesses, seamlessly bridging any skill or resource gaps with our expertly vetted talent pool. We firmly believe in fostering an environment where exceptional individuals can achieve an optimal work-life balance, working remotely from any location, while maximizing their professional growth and earning potential.
We are headquartered in Overland Park, KS, USA with service delivery facilities in the Philippines, India, Ukraine, South Africa and Argentina. We invite you to explore the opportunities we offer and consider joining our exclusive network of global freelance talent. Visit www.1840andco.com to learn more about us. To explore a wealth of career opportunities and find a role that suits your unique skills and aspirations, please visit our dedicated jobs portal at jobs.1840andco.com.