Senior Financial Analyst, Retail

About this role

It's fun to work in a company where people truly believe in what they are doing. At Dutch Bros Coffee, we are more than just a coffee company. We are a fun-loving, mind-blowing company that makes a difference one cup at a time. 

Position Overview: The Senior Financial Analyst supports the Senior Finance Manager, Re al Estate and several corporate teams in their development and management of critical financial models and executive-level presentations. This is a critical role for the company and an integral resource for the Re al Estate Finance team This individual helps their leadership to forecast, budget, and interpret the business results and understand the ‘why’ behind the numbers.  

Job Qualifications: • Bachelor's degree in finance , Economics, Math, Data Science or Similar required    

• 4 + years of financial Planning and Analysis experience r equired    

• Experience with AOP forecasting, long range planning and/or other FP&A cycles required    

• Advanced Excel and Financial Modeling skills required  

• Experience in project finance , modeling and communicating ROI metrics such as NPV, IRR, Cash on Cash highly preferred  

• Private equity , M& A and/or banking experience a plus  

• Retail and/or QSR experience preferred   

• Must be able to handle multiple, sometimes competing, priorities in a fast-paced environment   

• Proficient in Microsoft Dynamics or other ERP systems , Power BI and SQL preferred   

• Possess exceptional interpersonal and communication skills, with the ability to articulate complex sets of data in a timely and efficient manne r   

• Strong analytical and problem-solving skills   

• Commitment to continuous learning and personal development   

• Ability to work independently and contribute positively to a team environment  

Location Requirement:  This role is located in Tempe, Arizona. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days.

Key Result Areas (KRAs): Coordinate between the Real Estate team on forecasting, budgeting, strategic planning, and other miscellaneous financial reporting:  

• Serve as a business partner between the Real Estate and F inance teams, coordinating financial planning, analysis, and reporting to ensure alignment across both functions  

• Analyze financial data and providing insights to support business decisions  

• Variance analysis and communication of financial results for Real Estate teams  

• Develop ROI models to provide insights and strategic recommendations for projects, new shops, or ADHOC analysis  

• Assist Senior Finance Manager , Re al Estate with the management and oversight of New Shop Development (Valuations, Approvals, ADHOC Requests, M&A, Project Analysis, etc.)  

• Own AOP, Forecast, CapEx and Month End cycles for Real Estate  

Develop and report on specific performance metrics, including the development of independent hypotheses and financial modeling:  

• Update and enhance financial modeling scenarios   

• Develop and report on specific key performance metrics, including both shorter- and longer-term financial targets  

• Provide macro-level industry trends and benchmarks, along with knowledgeable commentary on key comparable companies  

• Partner with Investor Relations, Treasury, Corporate Finance, and Operations to provide insights and guidelines regarding multiple Real Estate topics  

Present recommended solutions for process improvements to achieve enhanced financial performance:  

• Recommend process improvements to achieve enhanced financial performance  

• Support the continuous development and implementation of strategic and financial planning and analysis projects, best practice, and process improvements  

• Other duties as assigned  

Skills: • Adaptable  

• Highly Curious  

• Collaborative  

• Communication and translation of complexity into clarity  

• Effective Prioritization   

Physical Requirements: • In-Office Environment:   Must be able to work in a busy, crowded, and loud office with frequent distractions and interruptions

• Must be able to collaborate in-person with occasional impromptu in-person meetings 

• Office Conditions:   Adaptability to typical office conditions, which may include exposure to air conditioning, heating, artificial lighting, and varying noise levels

• Mobility : Ability to sit, stand, reach, twist, stretch, and work at a desk for long stretches.  Must be able to occasionally move or lift office items up to 25 pounds

• Hearing Requirements:   Hearing must be sufficient or correctable to ensure clear understanding of spoken information, including participating in virtual meetings and phone calls. Use of hearing aids or other assistive devices is acceptable if needed.

• Reading and Writing Proficiency:   Ability to read and write in English is essential for processing documents, drafting reports, and following up on necessary actions. Proficiency in written communication is required to handle job-related tasks effectively.

• Vision Requirements:   Vision must be adequate or correctable to perform essential job duties, such as reading documents on a computer screen and using other visual tools. Use of corrective lenses or other measures to meet visual requirements is expected if needed.

• Technology Proficiency:   Must be proficient in operating a computer and other office productivity tools such as printers, scanners, and collaboration software. 

• Effective Communication:   Must possess strong verbal and written communication skills to interact effectively with team members, clients, and other stakeholders via email, video conferencing, and other in office communication tools.

Compensation: DOE

If you like wild growth and working in a unique and fun environment, surrounded by positive community, you'll enjoy your career with us!

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