Financial Analyst

Financial Analyst

Location: San Antonio, TX/ Exempt

 

 

 Job Summary 

 

The Financial Analyst supports the organization's financial planning, reporting, and analysis processes by maintaining financial models, preparing recurring reporting, assisting with forecasting activities, and providing analytical support across multiple business units. Working closely with the FP&A Lead and Senior Financial Analyst, this role develops foundational FP&A skills while supporting planning, reporting, and decision-making across franchise and venue operations. 

 

Supervisory Responsibilities:  None

Who You Are: 

 

• Bachelor’s degree in finance, Accounting, Economics, or related field 

 

• 1-2 years of experience in FP&A, corporate finance, or related analytical role 

 

• Exposure to planning, forecasting, and financial reporting processes 

 

• Strong proficiency in Excel 

 

• Experience with financial planning systems preferred 

 

• Experience in multi-entity or complex operating environments preferred 

 

 

What You’ll Do: 

Duties/Responsibilities (Essential Duties are noted with an (E) at the end of the duty)

 

• Prepare recurring financial reports, dashboards, and variance analyses to support monthly, quarterly, and annual reporting activities. (E) 

 

• Support and execute the annual planning process, including coordination of inputs, development of templates, and consolidation of results. (E) 

 

• Assist in the development and maintenance of short- and long-term cash flow forecasts, including liquidity projections and scenario-based planning to support financial and capital decision-making. (E) 

 

• Maintain financial models, reporting templates, and planning systems while ensuring data accuracy and consistency across platforms. (E) 

 

• Collaborate with Accounting and Finance teams to ensure alignment between actual cash activity, reporting, and forward-looking projections. (E) 

 

• Identify opportunities to improve reporting efficiency, automate recurring processes, and enhance financial visibility through reporting tools and business intelligence platforms. (E) 

 

Job Specific Competencies (Knowledge, Skills and Attributes) 

 

• Financial Analysis & Insight: Analyzes financial and operational data to identify trends, risks, and opportunities; translates findings into clear, actionable recommendations.  

• Financial Acumen: Understands the relationship between the income statement, balance sheet, and cash flow statement.  

• Business Partnership & Communication: Communicates financial concepts clearly to both finance and non-finance stakeholders; partners effectively with business leaders to support planning and decision-making.  

• Problem Solving & Execution: Applies structured thinking to solve complex problems, manages multiple priorities, and delivers high-quality work in a fast-paced environment.  

• Systems & Tools: Utilizes financial systems, Excel, and business intelligence tools to support forecasting, reporting, and analysis.

 

Core Competencies

Critical Thinking & Adaptability

• Demonstrates coachability.

• Able to receive & interpret information to come to reasonable conclusions.

• Motivated to try new things and learn new skills.

• Organized with attention to details.

 • Able to execute independently and make decisions in a timely manner.

• Can pivot easily based on what the situation requires.

 

Teamwork & Collaboration

• Team player/good teammate. Actions and contributions help the team succeed.

 • Able to represent own interests/work while being fair to others and their areas.

 • Partners effectively with others to get work done.

• Takes responsibility and is accountable for individual work.

 • Able to adapt to different personalities and working dynamics.

• Establishes and maintains healthy work relationships, effectively gains trust and respect.

 

Self Awareness & Inclusion

• Awareness and understanding of one’s behaviors, beliefs and personality.

• Respects teammates and their contributions.

 • Reflects on impact to others and feedback received.

• Learns from mistakes and improves.

• Able to interact with teammates productively.

• Open to change and diverse perspectives.

 

Communication

• Able to give and receive feedback effectively.

 • Delivers information and verifies for understanding.

 • Articulates messages in a way that is broadly understandable.

• Maintains open lines of communication.

• Sets and shares goals that structure one’s efforts and focus on team’s objectives

• Seeks help or clarification when necessary, including additional information or resources.

 

Physical Requirements

• Constantly operates a computer and standard office equipment to perform financial analysis and reporting. 

 

• Frequently communicates with team members and stakeholders in meetings and presentations. 

 

• Frequently remains in a stationary position for extended periods while performing job duties. 

 

• Occasionally moves about the office and lifts or moves items up to 10 pounds.