Senior Financial Planning & Analysis Executive

Job Title: Senior Financial Planning & Analysis (FP&A) Executive

Job Type: Full-time

About the Role:

Murkez Technologies is seeking an experienced Senior FP&A Executive to lead 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 carries a dual mandate: owning the accuracy and timeliness of all FP&A deliverables, and leading, coaching, and developing a team of FP&A analysts and executives. The successful candidate will act as a senior finance point of contact for clients, set the standard for analytical rigour across the team, and translate financial data into insight that drives client decision-making.

Key Responsibilities:

Team Leadership & People Management
Lead, mentor, and manage a team of FP&A analysts and executives, overseeing workload allocation, capacity planning, and delivery timelines across client portfolios.
Review the team’s output — models, reporting packs, variance commentary, and supporting schedules — acting as the final quality checkpoint before client submission.
Set performance objectives, deliver regular feedback and reviews, and build individual development plans that strengthen technical and analytical capability within the team.
Support hiring, onboarding, and training of new FP&A team members, including the creation of SOPs, templates, and knowledge documentation.
Act as the escalation point for complex technical questions, client queries, and delivery issues raised by the team.
Financial Planning & Forecasting
Own the annual budgeting and quarterly forecasting cycles for U.S. client portfolios across restaurant, franchise, and retail operations.
Design, review, and maintain financial models, long-range plans, and rolling forecasts aligned with client reporting requirements.
Drive improvement in forecast accuracy through data-driven analysis of historical trends, actuals, and business drivers, and hold the team accountable to agreed accuracy targets.
Lead budget and forecast review discussions with the client, ensuring submissions are validated, defensible, and delivered on time.
Financial Modeling & Variance Analysis
Build and review complex financial models supporting client decision-making, scenario planning, and performance tracking.
Own the variance analysis process, comparing actuals vs. budget/forecast with clear, insight-led explanations of key drivers across revenue, COGS, operating expenses, and store-level performance.
Interpret KPIs, unit-level metrics, and operational performance data for restaurant/QSR and franchise clients, and present findings alongside recommended actions.
Proactively identify anomalies, trends, and financial risks, and drive them through to resolution with the delivery team and the client.
Reporting & Client Deliverables
Own the monthly and periodic management reporting packages, financial dashboards, and executive-level summaries prepared for U.S.-based clients.
Oversee the production of reconciliation packs, variance explanations, and financial schedules as part of month-end close deliverables, ensuring deadlines are consistently met.
Present financial results and insights directly to client stakeholders, including senior management, and manage ad-hoc analysis requests end to end.
Ensure all FP&A outputs are accurate, professionally formatted, properly supported, and fully reviewed before submission.

Requirements

Bachelor’s degree in Finance, Accounting or a related field (ACCA, CPA, CFA, or MBA preferred).
3+ years of progressive experience in FP&A, corporate finance, or related roles, including at least 1 year leading, supervising, or mentoring a team.
Proven track record of owning end-to-end budgeting, forecasting, and management reporting cycles.
Expert-level proficiency in Microsoft Excel and complex financial modeling.
Experience with tools such as Power BI, Adaptive Insights, Anaplan, or similar FP&A systems.
Strong understanding of GAAP and financial statements; experience supporting U.S.-based clients strongly preferred.
Exposure to restaurant, franchise, retail, or multi-location business models is a distinct advantage.
Exceptional analytical, problem-solving, and organizational skills with a high level of attention to detail.
Excellent communication and presentation skills, with the ability to influence senior stakeholders and lead client-facing discussions.
Demonstrated ability to coach, develop, and retain high-performing finance talent.