Financial Analyst II

The (HYBRID) Financial Analyst II position is a highly analytical, detail-oriented role that handles executive reporting, operational analysis, and Company initiative tracking in a fast-paced, high-visibility finance environment. This position will partner across Finance and Operations to deliver actionable insights, prepare polished weekly, monthly, and quarterly reporting for executive leadership, and improve reporting processes for speed, accuracy, and impact. The ideal candidate combines strong FP&A and business analysis capabilities with advanced Excel and PowerPoint skills, exceptional attention to detail, and a proven ability to translate complex data into clear, decision-ready insights. This individual should thrive in a dynamic environment where priorities can shift quickly, remain energized by urgent ad hoc requests, and take pride in delivering recurring reporting with a high degree of consistency, precision, and ownership, viewing dependable execution as an opportunity to provide reliable insights and continuously improve the process over time. NOTE: This hybrid role will report to the Bed Quarters location in Houston, TX 3 days each week and may work remotely the remainder of the week.  

 
Essential Responsibilities 

• Conduct operational and financial analysis to identify performance drivers, risks, opportunities, and emerging trends that support strategic and tactical decision-making 

• Prepare executive-ready weekly, monthly, and quarterly reporting packages and PowerPoint presentations that communicate business performance, KPIs, financial results, and actionable insights with clarity and precision 

• Own recurring reporting processes with a high level of consistency and reliability, maintaining focus and quality on deliverables that may evolve gradually over time while identifying opportunities to improve clarity, efficiency, and the overall value of recurring insights 

• Partner cross-functionally to support forecasting, annual budgeting, long-range planning, and initiative reviews by gathering assumptions, maintaining models, and synthesizing findings for leadership discussions 

• Track business performance and Company initiatives, proactively communicate key variances to plan, and surface risks and opportunities early to support informed executive decision-making 

• Serve as a Finance partner to Retail and Operational business areas, develop a strong understanding of performance drivers, and provide recurring analysis and recommendations 

• Perform ad hoc financial and operational analysis, including scenario modeling, KPI tracking, productivity analysis, and financial performance comparisons to support leadership decisions 

• Adapt quickly to changing business needs and shifting priorities, reprioritizing work effectively to address urgent ad hoc requests while maintaining strong judgment, responsiveness, and execution quality 

• Design and improve reporting and analysis processes to increase efficiency, strengthen controls, reduce manual effort, and improve the speed and accuracy of deliverables 

• Consistently deliver highly accurate work with exceptional attention to detail and strong ownership over quality, timeliness, and completeness 

• Complete all required training modules and certifications prior to the due date 

• Ensure all safety policies and procedures are followed for a safe work environment for all 

• Communicate professionally with all internal and external contacts 

• Follow all Company policies and execute Company standards on appearance and functionality as well as appropriate brand representation 

• Communicate any concerns or issues to leadership to ensure proper efficiency of department and Company operations 

Non-Essential Responsibilities 

• Execute Company initiatives and other activities requested by supervisor 

• Update job knowledge by participating in educational opportunities 

• Contribute ideas on ways to optimize or improve the team, the department, and the Company 

• Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; explore opportunities to add value to job accomplishments 

Education 

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field  

Professional Experience 

• 2+ Years Financial Analysis, Corporate Finance, business analytics, consulting, or a related analytical role  

• Experience preparing recurring executive reporting, business reviews, and financial presentations for senior leadership  

• Experience in retail, multi-unit operations, public accounting, or other data-intensive business environments preferred 

Skills List 

• Strong ability to compile, validate, organize, and analyze large data sets to support financial planning, operational analysis, and executive decision-making 

• Advanced Microsoft Excel and PowerPoint skills, with the ability to build executive-level presentations, automate recurring reporting, and communicate complex information clearly 

• Ability to develop financial models, perform variance and trend analysis, track KPIs and Company initiatives, and translate findings into clear recommendations for leadership action 

• Highly organized self-starter with strong process orientation, sound judgment, and the ability to manage multiple priorities while maintaining exceptional accuracy and follow-through 

• Comfortable balancing structured, recurring deliverables with changing ad hoc priorities, and able to stay engaged with work that requires both consistency and responsiveness. 

• Demonstrated flexibility, accountability, and a strong work ethic, with the ability to stay engaged and follow through on priorities when urgent business needs arise. 

• Experience with SQL, Power BI, or other data analytics and visualization tools is a plus 

 
Competencies & Knowledge 

• Proficiency in financial software and tools (e.g. ERP systems, Excel, financial modeling) 

Physical Demands & Office Environment 

• Sitting for up to 8+ hours 

• Standing occasionally 

• Walking occasionally 

• Talking frequently 

• Hearing frequently 

• Usage of hands and fingers 

• Reaching with hands and arms