Job Description

Sr. Financial Analyst

We are seeking an experienced Sr. Financial Analyst to join the Finance team of our client and serve as a strategic partner to leadership across the organization.

This role will own key forecasting, budgeting, financial modeling, and business analysis activities while partnering closely with Operations and executive leadership to drive profitability, evaluate growth opportunities, and support informed business decisions.

The ideal candidate combines strong financial and analytical skills with the ability to translate complex data into clear insights and actionable recommendations.

What You’ll Do

Financial Planning & Analysis

• Own the monthly forecasting process, including revenue, operating expenses, profitability, and other key financial drivers.

• Lead long-range financial planning and support strategic financial plans aligned with company growth objectives.

• Perform budget-to-actual and forecast-to-actual variance analysis, identify key drivers, and communicate actionable insights.

• Support the annual budgeting process through financial modeling, analysis, business partnership, and consolidation of assumptions.

• Develop and maintain financial models for business planning, scenario analysis, and strategic decision-making.

• Identify financial risks, trends, and opportunities and recommend actions to improve performance.

Business & Operational Analysis

• Partner closely with Operations and company leadership to evaluate location-level financial performance and profitability.

• Analyze revenue, labor, chemical costs, operating expenses, margins, membership performance, and other key business drivers.

• Provide financial insights that help operational leaders improve profitability and resource allocation.

• Evaluate pricing strategies, sales initiatives, membership programs, promotions, and other commercial activities.

• Identify opportunities for cost savings, margin expansion, operational efficiencies, and revenue growth.

• Conduct benchmarking and trend analysis across locations to identify performance opportunities and best practices.

Growth, Investment & Capital Analysis

• Build financial models to evaluate new locations, acquisitions, expansion opportunities, and other growth initiatives.

• Perform financial analysis and due diligence for potential investments.

• Evaluate capital expenditure proposals using ROI, payback, cash flow, and other appropriate financial measures.

• Conduct sensitivity and scenario analysis to assess financial risks and potential returns.

• Perform post-investment analysis to compare actual performance with original expectations.

Executive & Stakeholder Reporting

• Prepare weekly, monthly, quarterly, and annual financial reporting packages and performance dashboards.

• Develop concise financial presentations and recommendations for the Controller, CFO, CEO, and executive leadership.

• Present financial results, forecasts, business trends, risks, and opportunities to senior leadership.

• Support reporting and analysis for private equity and other external stakeholders as needed.

• Translate complex financial information into clear business narratives and recommendations.

Financial Reporting & Analytics

• Maintain and enhance financial dashboards, scorecards, reporting models, and analytical tools.

• Develop and monitor financial and operational KPIs.

• Improve the accuracy, consistency, and efficiency of financial reporting.

• Analyze large datasets from multiple business systems to identify trends and opportunities.

• Support improvements to financial systems, reporting processes, and data integrity.

Cross-Functional Partnership

• Serve as a strategic Finance partner to Operations, Marketing, and other functional leaders.

• Challenge assumptions and provide objective financial analysis to support business decisions.

• Partner with department leaders to understand performance, forecast future results, and identify improvement opportunities.

• Help strengthen financial understanding and accountability throughout the organization.

Accounting & Special Projects

• Provide accounting support to the Controller and Finance team as needed.

• Assist with financial statement analysis, reconciliations, month-end reporting, and related projects.

• Support Finance leadership with special projects and other initiatives.

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• Strong experience in FP&A, financial analysis, corporate finance, or a similar role.

• Advanced financial modeling, forecasting, budgeting, and variance analysis skills.

• Strong Excel skills and experience working with large datasets and financial reporting tools.

• Ability to analyze operational and financial data and turn findings into actionable business recommendations.

• Strong business acumen with the ability to understand the operational drivers behind financial performance.

• Excellent communication and presentation skills, including experience presenting financial information to senior leadership.

• Ability to work cross-functionally and influence business decisions through data and financial insight.

• Experience in a multi-location, high-growth, or private equity-backed organization is a plus.

Why This Opportunity?

This is an opportunity to take on a highly visible Finance role with significant exposure to executive leadership and company-wide operations. You’ll have the ability to influence financial performance, evaluate growth investments, improve business decision-making, and help shape the organization’s continued growth.