Financial Analyst

Job Description:

The Financial Analyst is a key partner to Portillo’s leaders, delivering the analysis behind how the business plans, measures, and improves performance. Reporting to the Director of FP&A, this role leads key components of budgeting and forecasting, drives financial reporting and performance analysis, and partners with leaders across Operations, Human Resources, Marketing, and IT to model scenarios, quantify initiatives, and measure results.

The analysis this role produces is shared with senior leadership and the Board.

The ideal candidate brings strong financial modeling skills, sharp analytical thinking, and the curiosity to get to the root cause, and thrives in a fast-paced, results-driven environment.

This position is based at the Portillo’s Restaurant Support Center in Oakbrook, Illinois, with on-site presence required Monday through Thursday and flexibility to work remotely on Fridays subject to business need.

CORE RESPONSIBILITIES Enable our Purpose to create lifelong memories by igniting the senses with unrivaled food and experiences:

Family:
Work together to make everyone feel at home, and we step up when someone needs help Greatness:
We’re obsessed with being the best and work hard to continuously improve. Our greatness is rooted in Quality, Service, Attitude and Cleanliness Energy:
We move with urgency and passion, while maintaining attention to detail

Fun:
We entertain our guests, we connect authentically, and we make each other smile

Financial Reporting & Performance Analysis Prepare and analyze financial statements, monthly performance reports, and ad-hoc analyses to support the business's financial goals

Monitor key performance indicators (KPIs) and financial metrics, providing insights into trends, variances, and recommend areas of improvement

Analyze variances between actuals and plan to translate them into actionable insights for management

Pull and analyze data from multiple sources to identify root causes and trends

Budgeting & Forecasting Lead components of the annual budgeting process, working closely with department heads to gather data and align financial goals

Develop and maintain financial forecasts to track performance against budgeted targets, adjusting as necessary based on changes in business conditions and operational needs

Financial Modeling & Decision Support Build and maintain complex financial models to support strategic initiatives

Provide financial analysis for decision-making related to initiative/pilot reporting, early warning alert system, food cost variance reporting, etc.

Partner with senior leadership and department heads to evaluate operational performance and recommend corrective actions or enhancements

Leadership Communication & Special Projects Create PowerPoint presentations that are shared with senior leadership and the Board Participate in special projects requiring ad-hoc analysis and report creation

Other duties as assigned ORGANIZATION RELATIONSHIPS This position will report to the Director of FP&A and serve as a partner to several key stakeholders in Operations, Human Resources, Marketing, and IT.QUALIFICATIONS Educational Level/Certifications Bachelor’s Degree in Accounting or Finance or related discipline CPA, CFA or MBA (completed or in progress) preferred

Work Experience, Qualifications, Knowledge, Skills, Abilities1-2 years of experience in financial analysis

Inquisitive nature with the ability to identify root cause and recommend solutions

Professionally skeptical with a constant focus on process improvement

Excellent Excel skills (xlookup, pivot tables, sumif, etc.)Ability to distill data into findings and clearly communicate them Understand of financial accounting, Generally Accepted Accounting Principles, and finance, and how they apply to business processes

Demonstrated ability to research and analyze pertinent company, industry, and technical matters

Ability to prioritize multiple tasks and meet deadlines

Self-motivated and takes ownership of personal growth and development

Ability to handle ambiguity, take on open ended tasks, and ask appropriate questions to move forward

Travel Requirement None Disclaimers DISCLAIMER:
The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned. This job may be reviewed as duties and…