Portfolio Analyst, FP& A (Hybrid)

The role

The Portfolio Analyst monitors restaurant partner performance and manages revenue and client health. This role involves analyzing complex customer, business, and billing data to identify trends, risks, and opportunities.

What you will do

• Translate complex data into actionable customer insights
• Conduct detailed analysis of customer data to assess performance and optimize revenue and retention
• Investigate drivers behind billing and revenue fluctuations
• Develop and maintain financial models to manage customer accounts
• Perform scenario and sensitivity analysis
• Automate and continuously improve models
• Collaborate with product, partner, technology, and customer-facing teams
• Communicate insights about client performance to stakeholders
• Prepare ad hoc analysis, reports, and business insights

Required qualifications

• 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
• Advanced in Microsoft Office Suite - especially Excel, Power Query, and PowerBI
• Strong understanding of data management and structuring
• Ability to manage large datasets
• Excellent written and verbal communication skills
• Ability to collaborate cross-functionally and align financial plans with business objectives

Nice to have

• SQL and Python
• Certification in Data or Business Analytics

Benefits

• Competitive Paid Time Off and company holidays
• Generous dining reimbursement when you dine with our restaurant clients
• 401(k) plan with a company match
• Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
• Partnership with Rx n Go, offering certain prescriptions for free
• Dental plan options and a vision plan
• Flexible Spending Accounts and a pre-tax commuter benefit program
• Accident, Critical Illness, and Hospital Indemnity Insurance Plans
• Short Term and Long Term disability
• Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
• Employee Life Assistance Program
• Hybrid working space in our state of the art office downtown

About the company

Rewards Network has helped restaurants increase their revenue, traffic, and customer engagement through financial, marketing services, and dining rewards programs. They connect diners to restaurant experiences using technology and data analytics.