Sr. Financial Planning & Analysis Analyst

WKS Restaurant Group is a dynamic, rapidly growing multi-concept franchise restaurant developer and operator, operating over 320 stores in 19 states. WKS is a licensed franchisee of El Pollo Loco, Wendy’s, Denny’s, Krispy Kreme Doughnuts, Blaze Pizza and Corner Bakery Café.

Summary /Objective

The role of Senior Financial Analyst (FP&A) requires an intellectually curious, independent, and forward-thinking individual. This role balances the transactional with the strategic in order to deliver data-driven insights to inform and direct critical business decisions. This role will help complete all financial cycle responsibilities of the FP&A function for this $500M annual revenue group of affiliated restaurant companies that operate 300 restaurants under six different franchise brands in 17 states, using shared back-office support services.

The role will report to the Senior Director of Financial Planning & Analysis (SDFP&A) of WKS. It will work very closely with all members of the WKS Senior Leadership Team (SLT), each Concept Leader, and support center staff. 

Essential Functions

  • Assist with the annual financial planning process of all WKS restaurants and affiliated restaurant companies, and monthly restaurant-level budgeting, reporting, and analysis
  • Analyze monthly financial results in order to identify sales & margin improvement opportunities
  • Perform drill-down analysis to determine the root cause of variances
  • Compile and distribute reports for operations and support center department dashboards and KPIs
  • Provide financial analysis support to SLT and Concept Leaders as requested
  • Provide the SDFP&A with accurate and timely responses on all ad hoc analysis assignments
  • Manage ERP data loading process and ensure data quality of new plan, budget, and forecast

Accommodations may be made to enable individuals with disabilities to perform the essential functions.


  • Expert level of Excel proficiency is required, including proficiency building and managing complex excel models
  • Ability to communicate clearly and concisely, both orally and in writing
  • Strong Analytical Skills and intellectual curiosity
  • Financial Reporting Experience
  • Large BI systems experience a plus (Adaptive Insights, COGNOS, etc.)
  • Good understanding of ERP systems
  • Strong accounting foundation

Required Education and Experience

  • Undergraduate degree in Accounting, Finance or Economics
  • Minimum 2 years of hands-on FP&A experience
  • Restaurant industry FP&A experience is a plus
  • MBA is a plus

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the team member for this job. Duties, responsibilities, and activities may change at any time with or without notice.

WKS Restaurant Group is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees.