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About the Role

The Financial Analyst supports the budgeting, forecasting, and reporting engine of a fast-growing, multi-unit food and lifestyle brand. This entry-level, development-focused role prepares recurring reporting packages, variance analysis, and supports various financial decisions. It offers direct mentorship and exposure to multiple departments, ideal for an early-career analyst eager to learn multi-unit finance.

Responsibilities

Support the annual budget and quarterly reforecast cycles by preparing templates, collecting and consolidating departmental submissions, and documenting assumptions.
Prepare recurring weekly, monthly, and quarterly reporting packages, including P&L summaries, KPI scorecards, and flash reports.
Compile variance analysis of actual results against budget, forecast, and prior year at the company, store, and department level; research drivers and draft supporting commentary.
Maintain and update existing driver-based financial models, including store-level P&Ls and new unit economics templates, and assist with building new models.
Partner with Operations and other cross-functional teams to analyze business performance, including sales trends, transactions, average check, labor productivity, costing and other key KPIs.
Support new store development and performance analysis, including new unit economics, capital expenditure and cost tracking.
Compile franchise performance reporting, including royalty revenue trends and franchisee-reported results.
Assist with cash flow and working capital reporting in partnership with Accounting.
Help maintain reporting hierarchies, chart of accounts mappings, and data integrity within financial reporting and planning systems.
Assist with strategic and commercial analysis, including price changes, promotions, limited-time offers, collabs, and other initiatives.
Prepare ad hoc analysis and presentation materials for leadership, translating financial and operating data into clear insights and recommendations.
Identify opportunities to streamline and automate recurring reporting, and help document FP&A processes and procedures.
Build working knowledge of company operations, systems, and reporting standards through active participation in team reviews, training, and cross-functional meetings.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field required.
0-2+ years of experience required. Internship, co-op, or academic project experience in finance, accounting, or data analysis preferred.
Coursework or practical exposure to financial statement analysis, budgeting, or financial modeling.
Interest or experience in restaurant, retail, hospitality, CPG, or other multi-unit business environments.
Working proficiency in Excel required, including pivot tables, lookup functions such as XLOOKUP or INDEX/MATCH, and SUMIFS, with the aptitude and willingness to develop advanced modeling skills.
Working understanding of financial statements and core accounting concepts, including accruals and GAAP fundamentals.
Willingness to learn company systems, with developing proficiency expected on the job.
Interest or experience using AI tools such as Claude to improve the speed and quality of analysis.
Interest in learning multi-unit and restaurant unit economics.
Strong analytical and problem-solving skills, with the ability to work through unfamiliar problems methodically.
Effective written and verbal communication skills, with the ability to explain analysis clearly to non-financial audiences.
High degree of accuracy and attention to detail.
Strong organizational and time management skills with the ability to manage multiple assignments and deadlines simultaneously.
Ability to receive and apply feedback constructively.
Ability to exercise sound judgment and maintain confidentiality of sensitive information.
Intellectual curiosity, a bias for action, and comfort working in a fast-paced, high-growth environment.
Prolonged periods of sitting at a desk and working on a computer.
Ability to use standard office equipment, including computer, keyboard, mouse, and telephone.
Occasional standing, walking, bending, or reaching as needed in an office environment.
Ability to lift and carry items up to 15 pounds on an occasional basis.
Visual acuity sufficient to read printed and digital documents, spreadsheets, and financial reports.
Ability to communicate effectively in person, by phone, and via video conference.
Occasional travel to corporate offices, franchise locations, or external meetings may be required (estimated up to 10%).

Skills

Excel
Pivot tables
Lookup functions (XLOOKUP, INDEX/MATCH)
SUMIFS
Financial statement analysis
Budgeting
Financial modeling
Core accounting concepts
Accruals
GAAP fundamentals
ERP systems (Restaurant365, NetSuite, or comparable) preferred
BI/planning tools (Power BI, Tableau, Looker, Adaptive Planning, Vena) preferred
SQL preferred
Python preferred
AI tools (Claude)
Multi-unit and restaurant unit economics
Cost of goods sold
Prime cost
Labor productivity
Four-wall EBITDA
Comparable store sales
Analytical skills
Problem-solving skills
Written communication skills
Verbal communication skills
Attention to detail
Organizational skills
Time management skills
Judgment
Confidentiality

Location

New York, NY

Work Type

Hybrid
Full-Time

Experience Level

Entry-level
0-2+ years

Education Level

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field

Salary/Compensations

$85,000 - $95,000 per year

About the Company

PopUp Bagels is a cultural movement reimagining how bagels are created and enjoyed, with a strong brand identity, cult-like following, and significant social presence.
The company defines a new food lifestyle brand, focusing on simplicity and quality, which resonates with its customers.

Equal Opportunity

PopUp Bagels is proud to be an Equal Opportunity Employer.
We do not discriminate based on race, age, ancestry, creed, color, religion, gender, sexual orientation, pregnancy, childbirth or related condition, unemployment status, gender identity or expression, transgender status, marital status, domestic violence or sexual violence victim status, national origin, citizenship, disability, covered veteran and/or military status, genetic information, familial status, or any other characteristic protected under applicable federal, state, and local law.
PopUp Bagels conducts pre-employment screenings in compliance with local, state, and federal laws, and utilizes E-Verify to confirm U.S. employment eligibility.