Finance Analyst

Branch P&L Management & Reconciliation

• Own the review and reconciliation of individual branch P&Ls.
• Partner with Accounting, Finance, Operations, and branch leadership to validate expenses, allocations, revenue, compensation, and other financial activity.
• Research and resolve discrepancies between expected and actual branch expenses.
• Create standardized processes for reviewing branch financials and identifying errors before they become recurring issues.
• Maintain clear documentation around expense allocations and financial assumptions.
• Develop monthly branch-level financial reporting that allows leadership to quickly understand:
  • Revenue
  • Direct and allocated expenses
  • Payroll and compensation
  • Cost per unit
  • Revenue per unit
  • Contribution margin
  • Branch profitability
  • Break-even production
  • Budget vs. actual performance
  • Month-over-month and year-over-year trends

Financial Modeling & Decision Support

• Build dynamic financial models to help leadership evaluate business decisions before capital is committed.
• Develop models covering:
  • Branch profitability and break-even analysis
  • New location pro formas
  • Recruiting and hiring economics
  • Compensation scenarios
  • Headcount and staffing models
  • Production and revenue forecasting
  • Fixed vs. variable cost analysis
  • Marketing ROI
  • Office and occupancy costs
  • Margin sensitivity
  • Volume and profitability scenarios
• Create scenario models to evaluate potential changes in production, staffing, compensation, expenses, and other business variables.
• Analyze the financial impact of business decisions and identify opportunities to improve profitability and resource allocation.
• Determine break-even points, potential risks, and expected returns for proposed investments or initiatives.

Dashboards & Business Intelligence

• Design and maintain executive dashboards that turn complex financial information into simple, actionable insights.
• Develop branch scorecards that allow leadership to quickly identify:
  • Top and bottom-performing branches
  • Expense anomalies
  • Margin compression
  • Profitability trends
  • Cost-per-unit trends
  • Staffing efficiency
  • Production changes
  • Budget variances
  • Emerging financial risks
• Integrate financial and operational data from multiple systems wherever possible to reduce manual reporting.
• Build dashboards designed for decision-making rather than simply data presentation.

AI, Automation & Process Improvement

• Use AI tools to improve financial analysis, reporting, reconciliation, and forecasting.
• Identify repetitive financial processes that can be automated.
• Use modern AI tools to assist with:
  • Data analysis
  • Variance detection
  • Financial modeling
  • Dashboard development
  • Data cleanup
  • Reporting automation
  • Trend identification
  • Executive summaries
  • Forecasting and scenario analysis
• Continuously evaluate new tools and technologies that can improve the speed and accuracy of financial reporting.
• Identify opportunities to use AI and automation to streamline workflows, improve data quality, and support more efficient financial decision-making.