Financial Analyst

Financial Analyst We are looking for a Financial Analyst (aka Excel-wizard) to join the Finance team at MarginEdge. The Financial Analyst will be responsible for all financial reporting and for contributing to planning and analysis, including budgeting and forecasting, cash management, and operational KPI reporting for MarginEdge. Using financial and operational data, you will work with the FP&A manager to track, and report on the key drivers of the business, as well as forecast future revenues and expenditures. This role is based out of our Arlington, VA headquarters and follows a hybrid schedule of three days per week in-office. MarginEdge: Where hospitality meets technology As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business. We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering them with real-time data. Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture-backed and serve 12,000+ restaurants across the US and Canada. We enable restaurants to make magic while knowing we are doing the same for them. We have the utmost respect for our clients and because of this, we are unable to hire their current employees. What type of responsibilities will I have? Financial Planning and Analysis Manage and maintain company wide financial model to generate updated, real-time income statement, balance sheet, and cash flow projections. Identify trends in financial performance and provide recommendations for improvement. Generate reporting and provide analysis of monthly business results for key stakeholders of the company (executive team, department heads, investors, etc.) Track actual performance against plan and provide clear and concise variance analyses that describe metrics and other variance drivers. Prepare monthly reporting for board members and create financial slides for quarterly board meetings. Assist in financial due diligence for potential capital raises and M&A transactions. Build simple models from scratch and modify existing models to support business needs and decision-making Other ad hoc analysis and projects as needed. Operational KPI Tracking & Reporting Work closely with leadership report and analyze the key operational metrics driving business growth. Influence business decisions with data-driven analysis. Deliver insights into drivers of growth, costs, user metrics, and market trends. Identify risks and opportunities with actionable recommendations. Accounting Operations Assist accounting team with month-end close procedures, reconciliations, and compliance reporting as needed. What qualifications or skills are required? 2-3 Years of experience in financial planning and analysis, accounting or a closely related function. Bachelor’s degree in finance, accounting, statistics, economics, or business administration. Advanced proficiency in Excel strong skills in PowerPoint; Skilled in working with financial databases, accounting systems, and related technologies. Strong attention to detail. Strong analytical and financial modeling skills. Ability to understand and interpret complex data to all necessary stakeholders. Excellent time management and organizational ability to manage competing priorities. A demonstrated work ethic and strong desire to exceed expectations. What’s it like to work for MarginEdge? Imagine the fun of a great restaurant - surrounded by a team of people (including some that you help to manage!) who care about hospitality, care about quality, and care about each other - then subtract the long nights, weekends, drunk customers at the bar...et voila, MarginEdge! We work hard, we work fast and we fuel our work with a commitment of transparency from leadership, straight talk and trust between teams. We believe that the best people do their best work when they feel empowered - so whether you are remote or in our office (likely eating a catered lunch from our clients in our baller, brand new penthouse HQ in Ballston) you get to work with your manager to call your shot on what works best for you. Did we mention it has a full commercial kitchen and is walking distance (covered walking, that is) from the metro? Benefits (Shut the Front Door, They are Amazing) In order to fuel this rocket ship, we need to build a team as passionate about our work and product as we are. We believe that top talent (that’s you!) should feel deeply connected to their work, appreciated for the time they give to building our organization and have the balance necessary to give their best during work hours and all those after-hours too. We do this by offering a suite of kick ass benefits not only to be competitive and catch the eye of super smart people (that’s you again!) but also provide the foundation for a career you love and a life outside of work you love just as much. Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!) Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win) Health Savings Account with employer match (dependent upon your medical plan selection) Commuter benefits with employer contribution (excluding limos and helos - for now) Generous Life Insurance Plan Short- and Long-term Disability Company-Paid Holidays 401(k) and matching Stock Options to buy into everything we are doing to support this industry 12-week fully Paid Parental Leave Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too! A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes. Check out our 100% “Recommend to a Friend” rating from anonymous employee reviews on Glassdoor . Oh, and our recognition in the Washington Post as a top small businesses to work for in 2021, 2022, 2023, 2024 and 2025! And most important, what our customers think about our work on Capterra and G2 Crowd. Our Fine Print is Bold: 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, marital, disability status or any other characteristic protected by law. You be you. While we are proudest of our commitment to exceptional culture and creating a truly excellent work environment, we see our benefits as an extension of that belief. Our benefits package is designed to be exceptionally competitive and a reflection of our commitment to a best-in-class workplace for all. Department G & A Locations Arlington, VA About MarginEdge As a team built by former (and current!) restaurant operators, our goal to bring our clients the same energy, attention to detail and passion that they give their guests. Our culture is deeply rooted in service—partially because that’s where we came from but also because we believe it's the right way to run a business. We design our software with profound empathy for the complexity of running a restaurant. Our dream is to make the magic just a little easier for operators and their teams. We believe in crazy things like knowing how much waste your kitchen is producing and what your total spend is during the period. Solving these kinds of problems is really freaking hard to do, which is why we develop cutting-edge technology that answers these questions with data science. Founded in 2015 Coworkers 250