Financial Planning & Analysis

Financial Planning & Analysis

At Eureka!, we make people feel good and feel alive through our shared values of Energy, Discovery, and Community. Eureka! embodies the delight in finding, discovering, or solving something, and this joy begins with you.

Our values-driven culture is full of passionate individuals serving those eager to explore a local blend of America’s best. Whether it´s fulfilling cravings or creating new discoveries, our goal is to provide exceptional experiences for our guests while fostering an excellent workplace for our team. If this resonates with you, keep reading!

Purpose of the Position

The Financial Planning & Analisis will lead the company’s financial planning, analysis, and reporting functions to support strategic decision-making and operational efficiency. This role will act as a liaison between finance, restaurant operations, and the Support Center teams. This is an exempt position that reports to the Senior Vice President Finance and is based at the Support Center in Hawthorne, CA, with occasional travel to restaurant locations for financial audits and operational support.

Essential Functions

● Embrace and embody Eureka!’s values of Energy, Discovery, and Community.

● Demonstrate a passion for the Eureka! brand and its growth.

● Maintain a growth mindset and entrepreneurial spirit.

● Exhibit effective project management skills and confidence in delivering financial insights.

● Foster collaboration and teamwork across departments.

● Communicate effectively in all forms, including verbal, written, and digital mediums.

● Build strong interpersonal relationships with teams and stakeholders.

● Analyze financial data and situations with precision, offering actionable insights.

Essential Job Functions

● Oversee financial planning, including annual budgets, monthly reporting, quarterly

reforecasting, and long-term strategic plans.

● Partner with treasury team in understanding the relevant long-term cash planning dynamics

● Worked closely with Private Equity to guide organization to long term financials goals.

● Adopt and expand the structure budgeting and forecasting process across all Brands and units.

● Ensure forecasting aligns with financial statements (balance sheet, income statement, and cash

flow) to maintain accuracy. Working with the Accounting Manager to ensure this gets done

timely and accurately.

Job Title: Financial Planning & Analysis (FP&A)

● Provide timely and accurate financial reporting for Senior Leader, lenders, and key stake

holders.

● Provide timely and accurate weekly financial reporting to Operations and lead the weekly

financial calls.

● Maintain and continually improve daily, weekly and period end FP&A reporting package(s).

● Partner with operations, marketing, and other department heads to develop and maintain KPI

dashboard that supports the company’s annual strategic plan and initiatives.

● Analyze effectiveness of marketing campaigns, including customer acquisition cost, retention,

and ROI on paid media spend.

● Manage ad hoc financial projects and initiatives as needed.

● Work with the Accounting team to ensure accurate, complete, and timely accounting

information.

● Work closely with Senior Vice President of Finance and other department heads on ad hoc

analysis as needed.

Position Responsibilities

● Communicate financial updates and initiatives to the Senior Leadership Team (SLT).

● Partner with restaurant operators to ensure financial goals align with operational needs.

● Develop and refine key performance indicators (KPIs) to drive financial accountability.

● Oversee financial due diligence for potential acquisitions, expansions, or restructuring.

● Work with external auditors, tax advisors, and financial institutions as needed.

● Analyze and report on industry trends and economic factors impacting Eureka!’s operations.

Requirements Include

● Bachelor’s degree in Finance, Accounting, or a related field (required).

● CPA, CFA, or MBA preferred.

● Minimum of five years of finance management experience, preferably in a multi-unit restaurant

or retail environment.

● Expertise in financial modeling, data analysis, and reporting.

● Strong knowledge of GAAP, financial regulations, and tax compliance.

● Experience managing budgets, forecasts, and P&L analysis.

● Proficiency in Microsoft Office Suite, particularly Excel, and financial software (e.g., NetSuite,

SAP, or QuickBooks Enterprise).

● Strong analytical skills and attention to detail.

Qualifications

● At least 21 years of age.

Job Title: Financial Planning & Analysis (FP&A)

● Knowledge of financial risk management, cost control, and profitability analysis.

● Strong leadership and mentoring capabilities.

● Ability to work in a fast-paced environment while managing multiple priorities.

Physical Demands & Work Environment

● Position requires prolonged sitting, occasional lifting of up to 25 pounds, and repetitive hand

and wrist motions.

● Regular travel to restaurant locations is required, sometimes with short notice. Travel may

involve driving and/or flights and could require overnight stays.

● Occasionally work in high-pressure environments requiring quick financial decision-making.

At-Will Statement; Job Description Disclaimer This position is at-will. Managers may resign at any time for any reason, with or without notice. Similarly, Eureka! retains the right to terminate employment at any time, for any reason, with or without notice. This job description aims to outline the primary responsibilities and qualifications of the role but is not exhaustive. Other related duties may be assigned as needed.

If you’re ready to bring your financial expertise and enthusiasm to Eureka!, apply today!