Financial Analyst

We’re looking for a Financial Analyst to join the Finance team  should be an Excel wizard who’s just as excited about what AI can do for finance. You’ll own financial reporting and help with planning and analysis, including budgeting and forecasting, cash management and operational KPI reporting. Working with the FP&A Director, you’ll use financial and operational data to track and report on the key drivers of the business and to forecast future revenue and spend.

We don’t want you spending your time copying data from one place to another. We want you to use AI tools to automate the routine work and spend your time on the analysis that actually moves the business.

This role is based at our Arlington, VA headquarters and follows a hybrid schedule of three days per week in-office.

Margin Edge:
Where hospitality meets technology

As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business.

We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering them with real-time data.

Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture-backed and serve 12,000+ restaurants across the US and Canada.

We enable restaurants to make magic while knowing we are doing the same for them.

We have the utmost respect for our clients and because of this, we are unable to hire their current employees.

• Maintain and keep improving the company-wide financial model, producing up-to-date income statement, balance sheet and cash flow projections.
• Use AI tools (e.g., Claude, ChatGPT, Copilot in Excel) to speed up model building, scenario analysis and first drafts of variance commentary. You’ll always check the output and own the final answer.
• Identify trends in financial performance and recommend improvements.
• Report on and analyze monthly results for the executive team, department heads and investors.
• Track actuals against plan and write clear, concise variance analyses that explain what drove the numbers.
• Prepare monthly board reporting and financial slides for quarterly board meetings.
• Support financial due diligence for capital raises and M&A transactions.
• Build models from scratch and adapt existing ones to support decisions across the business.
• Handle ad hoc analysis and projects as needed.

• Find manual, repetitive steps in reporting, forecasting and close, and automate them with AI assistants, scripts or workflow tools.
• Build reusable prompts, templates and lightweight tools that help the Finance team work faster and more consistently.
• Help set guardrails for using AI in finance, including data accuracy, review steps and protecting confidential information.
• Stay current on new AI capabilities and pilot the ones that could raise the team’s output.

• Influence business decisions with data-driven analysis.
• Provide insight into the drivers of growth, costs, user metrics and market trends, using AI to pull together and summarize large data sets faster.
• Identify risks and opportunities and make actionable recommendations.

• Help the accounting team with month-end close,…