Junior Financial Analyst

Description

We operate as a leading multi-unit Massage Envy franchisee, managing over 130 locations within a nationally recognized wellness brand. Our private equity partners have recognized our analytics and operational oversight capabilities as among the strongest in their portfolio, and we continue to invest heavily in technology, automation, AI-enabled analytics, and scalable reporting capabilities.

We are hiring a Junior Financial Analyst to support the company’s financial planning, operational analytics, and strategic decision-support capabilities. This role will collaborate closely with the Director of FP&A, Operations and Technology to support forecasting, business planning, analytical initiatives, and cross-functional projects across the organization.

The analyst will utilize Power BI, Excel, AI-enabled tools, and other analytical platforms to build models, perform analysis, improve operational visibility, and support decision-making across the business. The role will also help define and document functional requirements for reporting and analytics initiatives to ensure business objectives, technical development, and operational workflows align effectively.

This role combines FP&A support, financial modeling, operational analysis, analytics oversight, and tactical project execution. The ideal candidate is analytical, business-oriented, technically curious, and comfortable working across both operational and technical teams.

Key Responsibilities:

FP&A, Planning & Financial Analysis

Immediate Span:

• Support and coordinate budgeting, forecasting, long-range planning.
• Oversee monthly rolling forecasts.
• Partner with operational leaders to gather assumptions, develop forecasts, and improve planning accuracy. 
• Support ad hoc financial analysis across the organization. 
• Calculate qualifications and payout amounts for various incentives and bonus programs.      
• Coordinate executive reporting, KPI analysis, and monthly business performance reviews.
• Prepare and maintain monthly Operating Review presentations, supporting schedules, and analytical files. 
• Manage inventory reporting, capital expenditure reporting, and related operational and financial analysis. 

Future Span:

• Pull and analyze ad hoc operational and financial data to support growth initiatives, pricing analysis, cost reduction efforts, compensation analysis, labor mix evaluation, vendor spending reviews, and discounting trend analysis. 
• Support monthly accounting flux analysis and variance reporting, with opportunity to assume increasing ownership over time. 

Business Analysis & Functional Requirements

• Gather, define, and document functional business requirements across finance, operations, payroll, HR, and technology teams. 
• Facilitate stakeholder discussions to clarify requirements, align priorities, and support execution of analytical initiatives. 

Analytics, Reporting & Decision Support

• Utilize Power BI and related tools to build analytical models, operational reporting, and decision-support solutions. 
• Evolve and enhance the company’s existing dashboard and reporting environment to improve usability, automation, and business insight generation. 

Tactical Projects & Operational Improvement

• Analyze workflows, reporting processes, and operational trends to identify opportunities for automation and process reengineering. 
• Communicate effectively with both technical and non-technical stakeholders throughout project execution. 
• Support accounting with automation, report building, and complex reconciliations as required.

Future Span:

• Support tactical projects focused on operational efficiency, ROI analysis, process improvement, and business optimization. 
• Support implementation and rollout of reporting and analytical enhancements across the organization. 

AI, Automation & Continuous Improvement

• Leverage AI and LLM tools to accelerate analysis, documentation, forecasting support, and analytics workflows. 
• Identify opportunities to improve automation, scalability, and operational efficiency throughout the reporting and planning environment. 
• Support continuous improvement of reporting, forecasting, and analytical processes.      

Requirements

• Bachelor’s degree in finance, Business, Analytics, Information Systems, Economics, or related field. 
• 3–5+ years of experience in FP&A, financial analysis, business analysis, analytics, or related roles. 
• Experience supporting budgeting, forecasting, financial modeling, or operational planning processes. 
• Strong analytical and problem-solving skills with ability to evaluate operational and financial tradeoffs. 
• Experience gathering and documenting functional business requirements. 
• Strong experience with Excel, Power BI, or comparable reporting and analytical tools. 
• Working knowledge of SQL, relational databases, and data warehouse concepts.
• Understanding of reporting logic, KPI development, and analytical best practices. 
• Strong communication, organizational, and stakeholder management skills. 
• Ability to manage multiple priorities in a fast-paced environment. 
• Willingness to collaborate with offshore development teams, including occasional flexibility in working hours. 

Preferred:

• Experience working in multi-unit retail, franchise, hospitality, healthcare, or service-based organizations. 
• Familiarity with Azure SQL, ETL workflows, and enterprise reporting environments 
• Experience developing forecasting models, scenario analysis, or ROI evaluations. 
• Experience supporting acquisition diligence or operational investment analysis. 
• Experience using AI/LLM tools to improve productivity and analytical output. 
• Basic Python knowledge or scripting experience.

Success Metrics (MBOs):

• Improve planning accuracy and forecast visibility across the organization. 
• Deliver timely, actionable financial and operational analysis supporting executive decision-making. 
• Build scalable decision-support models that improve operational and financial outcomes.      
• Deliver accurate and insightful monthly Operating Review reporting and analytical support.      
• Improve operational visibility through enhanced reporting, dashboard usability, and analytical insights. 
• Delivering clear functional requirements that improve development efficiency and reduce rework. 
• Support successful execution of tactical projects and operational improvement initiatives.      
• Improve reporting consistency, automation, and analytical efficiency across the organization.      

Work Environment:

• Hybrid role based in Tempe, AZ 
• Work Onsite Tuesday – Thursday, Remote Monday and Friday 
• Collaborate regularly with offshore development resources, including occasional schedule flexibility.