This Financial Analyst role supports Portillo’s FP&A by driving budgeting, forecasting, reporting, and analytical decision support.

Prepare and analyze financial statements, monthly performance reports, and ad-hoc analyses aligned to business financial goals
Track KPIs and key financial metrics, highlighting trends, variances, and potential improvement opportunities
Analyze differences between actual results and plan, translating variance drivers into actionable insights for management
Pull and analyze data from multiple sources to identify root causes and underlying trends
Lead components of the annual budgeting cycle with department heads to gather inputs and align financial objectives
Develop and maintain financial forecasts to monitor progress against budget targets and adjust for changing business conditions and operational needs
Build and maintain complex financial models supporting strategic initiatives
Provide financial analysis for initiative and pilot reporting, including early warning alert reporting and food cost variance reporting
Partner with senior leadership and department heads to assess operational performance and recommend corrective actions or enhancements
Create PowerPoint presentations for senior leadership and the Board
Support special projects with ad-hoc analysis and reporting
Perform other assigned duties

Bachelor’s Degree in Accounting or Finance, or a related discipline
CPA, CFA, or MBA (completed or in progress) preferred
1-2 years of experience in financial analysis
Inquisitive mindset with ability to identify root causes and recommend solutions
Professionally skeptical approach with an ongoing focus on process improvement
Strong Excel skills, including XLOOKUP, pivot tables, and SUMIF (and similar functions)
Ability to distill data into clear findings and communicate them effectively
Knowledge of financial accounting and finance, including how they apply to business processes
Understanding of Generally Accepted Accounting Principles (GAAP)
Demonstrated ability to research and analyze relevant company, industry, and technical topics
Capability to prioritize multiple tasks and meet deadlines
Self-motivated with ownership of personal growth and development
Ability to work through ambiguity, handle open-ended tasks, and ask appropriate questions to move forward

Reports to the Director of FP&A
Partners with key stakeholders in Operations, Human Resources, Marketing, and IT

Financial Analyst

Job Description