Finance Planning and Analyis Executive

Murkez Technologies is seeking a highly analytical and detail-oriented FP&A Executive to support financial planning, forecasting, reporting, and performance analysis for U.S.-based client portfolios across restaurant, franchise, retail, and multi-location businesses. This role sits within the Finance Delivery team and works in close coordination with the client to ensure that financial insights, management reports, budgets, and variance analyses are accurate, timely, and client-ready.

Key Responsibilities:

Financial Planning & Forecasting

• Support the preparation of annual budgets and quarterly forecasting cycles for U.S. client portfolios across restaurant, franchise, and retail operations.

• Develop and maintain financial models, long-range plans, and rolling forecasts aligned with client reporting requirements.

• Continuously improve forecast accuracy through data-driven analysis of historical trends, actuals, and business drivers.

• Coordinate with the client to ensure budgets and forecasts are reviewed, validated, and submitted on time.

Financial Modeling & Variance Analysis

• Build and maintain robust financial models to support client decision-making, scenario planning, and performance tracking.

• Perform detailed variance analysis comparing actuals vs. budget/forecast, with clear explanations of key drivers across revenue, COGS, operating expenses, and store-level performance.

• Analyze KPIs, unit-level metrics, and operational performance data for restaurant/QSR and franchise clients.

• Identify anomalies, trends, and financial risks and flag these to the delivery team for timely resolution.

Reporting & Client Deliverables

• Prepare monthly and periodic management reporting packages, financial dashboards, and executive-level summaries for U.S.-based clients.

• Support the production of reconciliation packs, variance explanations, and financial schedules as part of month-end close deliverables.

• Ensure all FP&A outputs are accurate, professionally formatted, properly supported, and reviewed before submission.

Process Improvement & Controls

• Support the implementation of stronger FP&A processes, templates, and controls to improve the quality and consistency of financial outputs.

• Identify opportunities to streamline financial workflows and improve reporting efficiency across client portfolios.

• Bachelor’s degree in Finance, Accounting or a related field (ACCA or CPA preferred).
• 2-3 years of progressive experience in FP&A, corporate finance, or related roles.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with tools such as Power BI, Adaptive Insights, Anaplan, or similar FP&A systems is a plus.
• Understanding of GAAP and financial statements.
• Exceptional analytical, problem-solving, and organizational skills.
• Excellent communication and presentation skills with the ability to influence stakeholders.