Financial Analyst

Our Journey

Imagine navigating the vast and often turbulent waters of financial markets. It s easy to feel overwhelmed, lost, or even stranded without the right guidance. At SUN HARBOR ADVISORS LLC, we are the lighthouse in the storm, guiding you safely to your financial goals with unwavering expertise and clarity.

Our story began with a simple yet powerful vision: to provide unparalleled investment advice and financial planning to individuals and businesses alike. Founded on the principles of integrity, transparency, and excellence, SUN HARBOR ADVISORS LLC has grown into a beacon of trust and reliability in the investment advisory landscape.

Job Summary

The Financial Analyst will support internal reporting, analyses, and development of budget/forecasting models for operations. The successful analyst will quickly develop a firm grasp of the income statements of company owned as well as Franchise locations and provide insights that drive improvement.

Key Responsibilities

Use financial knowledge and business acumen to build financial models, interpret data, draw conclusions, and make recommendations that deliver results and drive improvements

Proactively identify variances to budget and/or forecasts and seek to understand the causes

Accurately forecast sales and expenses in a multi-unit environment utilizing large data sets

Support and maintain the retail labor model to drive efficiency

Participate in the annual retail budgeting process, update retail operations forecasts monthly

Works with a variety of data sources. Identifies incomplete or inaccurate data, identifies root causes of data issues, escalates discrepancies, fixes data where possible, and partners to deliver a solution

Qualifications

2-5 years of relevant experience in financial analysis, with preference given to experience in a retail environment

Experience in finance, Accounting, or related field required

KNOWLEDGE, SKILLS AND ABILITIES:

Expert Excel skills; extensive experience building financial models and analyzing large data sets; Proficient in Microsoft Office Suite

Excellent communication and PowerPoint skills; ability to distill complex analyses into structured outputs and present to all levels of management

Benefits

Incentive Bonus Plans
Comprehensive Medical, Dental, and Vision benefits
401K with Company Match
9 Paid Holidays
Generous Paid Time Off Packages
Employee Stock Purchase Plan
Paid Parental & Family Leave

Additional Information

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.