Note: The job is a remote job and is open to candidates in USA. Potbelly Sandwich Works is a nationally recognized neighborhood sandwich shop seeking a Senior Financial Analyst for their FP&A team. This role involves supporting financial planning and analysis, providing insights on business performance, and collaborating with various departments to drive strategic initiatives.
Responsibilities
- Support monthly and quarterly close reporting processes, including preparation and analysis of financial results, variance reporting, and executive-level reporting materials
- Assist with preparation of annual operating plans, cash flow projections, and multiple forecast cycles throughout the year
- Prepare weekly sales reporting for the total company, shops, districts, and regions, including analysis of results against budget, comparable shops and short and long-term projections for Senior Leadership Team meetings
- Analyze P&L performance and investigate key variances versus budget, forecast, and prior year results through deep-dive analyses on sales, margins, labor, operating expenses, and other key business drivers
- Assist with scenario planning and sensitivity analysis to evaluate strategic initiatives, operational changes, sales trends, and potential business risks/opportunities across the organization
- Perform competitive benchmarking and external market analysis to support strategic decision making
- Partner closely with Accounting during month-end and quarter-end close processes to ensure accurate reporting and alignment
- Collaborate cross-functionally with Operations, Marketing, IT, and other business partners to support strategic initiatives and performance improvement efforts
- Build and maintain financial models, dashboards, and reporting tools to improve visibility and decision-making capabilities
- Support automation and process improvement initiatives across FP&A reporting and analytics workflows
- Perform ad hoc financial analysis and support strategic projects as needed
Skills
- Minimum of 4–6 years of progressive experience in FP&A, corporate finance, business analytics, or related fields
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong understanding of budgeting, forecasting, financial reporting, and variance analysis
- Advanced Excel skills and experience with financial systems and reporting tools such as Power BI, Planful, Workday Adaptive Planning, or similar platforms
- Proven ability to manage and analyze large data sets to identify trends and actionable insights
- Experience building financial models and performing ad hoc analysis
- Strong communication, collaboration, and organizational skills
- Ability to work effectively in a fast-paced environment with shifting priorities
- High attention to detail and commitment to accuracy
- Proven experience leveraging AI tools (e.g., ChatGPT, Microsoft Copilot, generative AI platforms) to enhance financial analysis, automate reporting workflows, and support strategic decision-making
- Experience in retail, restaurant, multi-unit, or consumer-facing industries preferred
- SQL, Python, or other analytical programming experience is a plus
Benefits
- Competitive pay with performance-based annual raises!
- Medical, Dental & Vision Insurance
- Domestic Partnership Benefits
- Paid Parental Leave
- FSA and HSA with Employer Contribution
- Commuter Benefit Program
- Retirement Savings 401(k) WITH company match
- Employee Assistance Program
- Paid Time Off
- Discount Program
- Flexible Work Schedule
- Career growth opportunities
- Medical, Dental, Vision and Flexible Spending Account – We care about you and your family
- 401(K) – We want to help secure your financial future
- Time Off – We all need some time to relax, right?
- Employee Assistance Program – Things out of our control happen, we will help you get through it
- Domestic Partner Benefits – We love who you love
- Potbelly Meal Discounts – Hungry? We’ll feed you
- Work Life Balance – You have a life outside of work, we want you to enjoy it
Company Overview