Financial & Business Analyst at PCRK Group

Tempe, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

85000.0

Posted On

29 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning & Analysis, Financial Modeling, Power BI, Excel, SQL, Business Analysis, Budgeting, Forecasting, ROI Analysis, KPI Development, Data Warehousing, Stakeholder Management, Requirement Documentation, Scenario Analysis, Operational Analytics, AI Tools

Industry

Wellness and Fitness Services

Description

Description We operate as a leading multi-unit Massage Envy franchisee, managing over 130 locations within a nationally recognized wellness brand. Our private equity partners have recognized our analytics and operational oversight capabilities as among the strongest in their portfolio, and we continue to invest heavily in technology, automation, AI-enabled analytics, and scalable reporting capabilities. We are hiring a Financial & Business Analyst to support the company’s financial planning, operational analytics, and strategic decision-support capabilities. This role will work closely with the Director of FP&A, Operations, Technology, and external development resources to support forecasting, business planning, analytical initiatives, and cross-functional projects across the organization. The analyst will utilize Power BI, Excel, AI-enabled tools, and other analytical platforms to build models, perform analysis, improve operational visibility, and support decision-making across the business. The role will also help define and document functional requirements for reporting and analytics initiatives to ensure business objectives, technical development, and operational workflows align effectively. This role combines FP&A support, financial modeling, operational analysis, analytics oversight, and tactical project execution. The ideal candidate is analytical, business-oriented, technically curious, and comfortable working across both operational and technical teams. Key Responsibilities: FP&A, Planning & Financial Analysis Support budgeting, forecasting, long-range planning, and ad hoc financial analysis across the organization Partner with operational leaders to gather assumptions, develop forecasts, and improve planning accuracy Build and maintain financial, operational, and decision-support models used to evaluate business initiatives and operational performance Develop scenario analyses and ROI models related to compensation structures, labor optimization, operational initiatives, and strategic investments Calculate qualification and payout amounts for various incentive and bonus programs Support executive reporting, KPI analysis, and monthly business performance reviews Prepare and maintain monthly Operating Review presentations, supporting schedules, and analytical files Support monthly accounting flux analysis and variance reporting, with opportunity to assume increasing ownership over time Manage inventory reporting, capital expenditure reporting, and related operational and financial analysis Assist with acquisition diligence, real estate make-versus-buy evaluations, vendor and contractor analysis, and other strategic initiatives Pull and analyze ad hoc operational and financial data to support growth initiatives, pricing analysis, cost reduction efforts, compensation analysis, labor mix evaluation, vendor spending reviews, and discounting trend analysis Business Analysis & Functional Requirements Gather, define, and document functional business requirements across finance, operations, payroll, HR, and technology teams Translate business requirements into scalable reporting and analytical solutions Partner with third-party development resources to help ensure functional requirements, technical architecture, and development execution remain aligned and efficient Help define scalable and efficient technical approaches in collaboration with internal and external development teams Facilitate stakeholder discussions to clarify requirements, align priorities, and support execution of analytical initiatives Analytics, Reporting & Decision Support Utilize Power BI and related tools to build analytical models, operational reporting, and decision-support solutions Evolve and enhance the company’s existing dashboard and reporting environment to improve usability, automation, and business insight generation Leverage AI and other available technologies to improve reporting efficiency, analytical capabilities, and operational visibility Develop analytical views and reporting enhancements that improve understanding of: Revenue optimization and forecasting Customer engagement and member acquisition trends Employee productivity and compensation performance Inventory and operational metrics Pricing, discounting, and profitability trends Coordinate with development resources to ensure dashboards and reporting solutions effectively support business requirements Help develop and optimize data warehouse dimensions and reporting structures to support analytical needs and automate recurring analysis where practical Tactical Projects & Operational Improvement Support tactical projects focused on operational efficiency, ROI analysis, process improvement, and business optimization Analyze workflows, reporting processes, and operational trends to identify opportunities for automation and process reengineering Support implementation and rollout of reporting and analytical enhancements across the organization Communicate effectively with both technical and non-technical stakeholders throughout project execution Support accounting with automation, report building, and complex reconciliations as required. AI, Automation & Continuous Improvement Leverage AI and LLM tools to accelerate analysis, documentation, forecasting support, and analytics workflows Identify opportunities to improve automation, scalability, and operational efficiency throughout the reporting and planning environment Support continuous improvement of reporting, forecasting, and analytical processes Requirements Bachelor’s degree in Finance, Business, Analytics, Information Systems, Economics, or related field 3–5+ years of experience in FP&A, financial analysis, business analysis, analytics, or related roles Experience supporting budgeting, forecasting, financial modeling, or operational planning processes Strong analytical and problem-solving skills with ability to evaluate operational and financial tradeoffs Experience gathering and documenting functional business requirements Strong experience with Excel, Power BI, or comparable reporting and analytical tools Working knowledge of SQL, relational databases, and data warehouse concepts Understanding of reporting logic, KPI development, and analytical best practices Strong communication, organizational, and stakeholder management skills Ability to manage multiple priorities in a fast-paced environment Willingness to collaborate with offshore development teams, including occasional flexibility in working hours Preferred: Experience working in multi-unit retail, franchise, hospitality, healthcare, or service-based organizations Familiarity with Azure SQL, ETL workflows, and enterprise reporting environments Experience developing forecasting models, scenario analysis, or ROI evaluations Experience supporting acquisition diligence or operational investment analysis Experience using AI/LLM tools to improve productivity and analytical output Basic Python knowledge or scripting experience Success Metrics (MBOs): Improve planning accuracy and forecasting visibility across the organization Deliver timely, actionable financial and operational analysis supporting executive decision-making Build scalable decision-support models that improve operational and financial outcomes Deliver accurate and insightful monthly Operating Review reporting and analytical support Improve operational visibility through enhanced reporting, dashboard usability, and analytical insights Deliver clear functional requirements that improve development efficiency and reduce rework Support successful execution of tactical projects and operational improvement initiatives Improve reporting consistency, automation, and analytical efficiency across the organization Work Environment: Hybrid role based in Phoenix, AZ Work onsite Tuesday – Thursday, remote Monday and Friday Collaborate regularly with offshore development resources, including occasional Pay: $80,000 - $85,000 Annually DOE

Responsibilities

The role supports financial planning, operational analytics, and strategic decision-making through the creation of financial models and Power BI dashboards. It also involves gathering functional business requirements to align technical development with operational workflows.