Corporate - Director of Financial Planning & Analysis in University Park, FL at First Watch

Date Posted: 3/31/2021

Job Snapshot

Job Description

The Company
We are First Watch – a high-growth restaurant concept serving made-to-order breakfast, brunch and lunch using fresh ingredients. We have built our brand on our commitment to operational excellence, our “You First” culture and our culinary mission centered around an innovative menu that is always fresh and evolving. These foundational brand pillars have resulted in strong consumer demand and operating performance. We have grown from grown from 148 restaurants in 2014 to 400+ restaurants in 2021 across 29 states. In 2017, First Watch became majority owned by Advent International, a leading private-equity firm with $54 billion in assets under management.

Job Summary
The Director of Financial Planning & Analysis is responsible for providing analytical and financial support across all areas of the business. The role will partner with leadership and senior managers to monitor key performance metrics, analyze the company’s financial results, and identify business trends.

Essential Job Duties and Responsibilities
The essential functions in this job description are not all-inclusive of this position’s duties and responsibilities. Reliable and dependable attendance is required. This job is based out of the Sarasota, Florida corporate office.

•Conducts financial statement analysis with focus on operational performance trends within the P&L
•Assist in preparation of monthly financial summaries and key performance indicators for senior leadership
•Create visibility into department led company-wide business trends, forecasts, and expected returns
•Support planning and forecasting process in across enterprise departments
•Maintain, improve, and create financial models/analysis to analyze results and trends
•Supervise work of group of analysts while also coaching and developing the team

Leadership Responsibilities and Reporting
The Director of Financial Planning & Analysis reports to the Senior Vice President & Treasurer and provides support to the Executive Team and functional area Department Heads

Qualifications - Required
•Graduate degree in Finance, Accounting, or related field preferred. Bachelor’s degree required.
•Minimum 8 years’ professional experience in related field
•Minimum 2 years’ management experience
•Solid understanding of financial statement analysis, statistical analysis, corporate finance, and financial modeling
•Clear written and verbal communications. Excellent attention to detail
•Able to take direction and follow through multi-step projects/procedures consistently
•Proven track record of successfully managing multiple priorities in a fast-paced work environment

Qualifications - Preferred
•CPA/CFA or other professional designation
•Experience with database reporting tools and enterprise planning software
•Multi-unit restaurant or retail industry experience

Additional Physical Requirements
•Must be able to continuously see, view computer monitors, give & receive oral communication
•Must be able to occasionally sit, drive, type
•Must be able to do repetitive simple grasping, fine manipulation, and pushing & pulling on a frequent basis
•Must possess a valid driver’s license and drive to and from work locations when requested/required
•Must be flexible and willing to work a varied schedule that could include nights, weekends and holidays as dictated by the needs of the business

First Watch Perks
In addition to standard benefits (health care, 401k, paid time off, tuition assistance, etc.) First Watch offers several unique perks unique to our “people first” culture, including:
•\'Dress for Your Day\' – casual dress code unless meetings require business attire
•Hybrid in-office and virtual working environment
•Dog friendly office setting

First Watch is an equal opportunity employer. In compliance with the Americans with Disabilities Act, First Watch will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.


Requirements:
Qualifications - Required
•Graduate degree in Finance, Accounting, or related field preferred. Bachelor’s degree required.
•Minimum 8 years’ professional experience in related field
•Minimum 2 years’ management experience
•Solid understanding of financial statement analysis, statistical analysis, corporate finance, and financial modeling
•Clear written and verbal communications. Excellent attention to detail
•Able to take direction and follow through multi-step projects/procedures consistently
•Proven track record of successfully managing multiple priorities in a fast-paced work environment

Qualifications - Preferred
•CPA/CFA or other professional designation
•Experience with database reporting tools and enterprise planning software
•Multi-unit restaurant or retail industry experience


Additional Info:
First Watch is an equal opportunity employer. In compliance with the Americans with Disabilities Act, First Watch will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.