Portfolio Analyst, FP& A (Hybrid)

Job Overview

The Portfolio Analyst plays a critical role in monitoring the performance of our restaurant partners and proactively managing revenue and client health. This position has a direct impact on client satisfaction, retention, and corporate revenue through in-depth analysis of customers' activity, account performance, and revenue contribution.

Working closely with cross functional partners, the Portfolio Analyst will analyze complex customer, business, and billing data to identify trends, anomalies, risks, and opportunities that will drive growth and value for the organization and its restaurant customers.

The Portfolio Analyst will proactively communicate key findings and potential risks to management and the Service teams on a daily and weekly basis, enabling timely action to protect revenue, strengthen customer relationships, and improve business performance. The ideal candidate combines strong data analysis skills with curiosity, attention to detail, and the ability to connect data trends to business outcomes.

What you'll bring to the table: (Responsibilities)

• Translate complex data into actionable customer insights that help improve customer value, retention, and enhance customer experience
• Conduct detailed analysis of customer data to assess performance, identify trends, and make decisions that optimize both revenue and client retention across the portfolio
• Investigate drivers behind billing and revenue fluctuations, unusual activity, and partner with relevant teams to develop and implement solutions
• Develop and maintain financial models to proactively manage customer accounts from a revenue and billing perspective, identifying risks and opportunities to better serve our restaurant clients
• Perform scenario and sensitivity analysis to evaluate the expected financial impact of different revenue management strategies
• Automate and continuously improve models to forecast more accurately and improve decision making
• Collaborate with product, partner, technology, and customer-facing teams to gather data and customer insights to better understand customer needs and emerging trends
• Communicate insights about client performance to educate key stakeholders, highlighting key drivers and solutions as needed
• Prepare ad hoc analysis, reports, and business insights to support better informed decisions

Do you have the right mix of ingredients: (Requirements)

• Bachelors in Business Administration, Accounting, Finance, or Computer Science
• 2-5 years of experience in financial analysis, data analytics or corporate finance
• Strong skill and interest in modeling and analysis, with a demonstrated history of success in both
• Advanced in Microsoft Office Suite - especially Excel, Power Query, and PowerBI (SQL and Python preferred)
• Strong understanding of data management and structuring
• Ability to manage large datasets (data integration, data preprocessing and exploratory data analysis)
• Excellent written and verbal communication skills
• Ability to collaborate cross-functionally and align financial plans with business objectives

Preferred Skills

• Certification in Data or Business Analytics