Assistant Manager - Financial Planning & Analysis
Position Summary Expectations - Duties, Responsibilities
Department: Finance
Reports to: Senior Manager for Finance & Supply Chain Operations
We are seeking an analytical and commercially minded Assistant Manager- Financial Planning & Analysis (FP&A) to support financial planning, performance analysis, and strategic initiatives for our café chain. This role plays a key part in helping the business make data-driven decisions across store operations, product innovation, marketing promotions, and expansion planning.
- Support the annual budgeting and rolling forecast processes for all stores and support functions.
- Partner with operations and marketing teams to gather input and validate assumptions (e.g., traffic, ticket size, product mix).
- Analyze sales forecasts, labor plans, and cost of goods sold (COGS) across outlets.
- Prepare monthly P&L reports, performance dashboards, and KPI tracking (e.g., same-store sales, average spend per customer).
- Conduct variance analysis (actual vs. budget) and highlight key trends, risks, and opportunities.
- Provide insights on key cost drivers such as coffee beans, dairy, bakery items, and packaging.
- Analyze store-level profitability and support strategic initiatives such as store relocations, renovations, and closures.
- Evaluate pricing changes and new product launches in terms of margin and sales impact.
- Work with marketing to assess promotion ROI and customer response.
- Support business case development for new store openings, format changes, or regional expansion.
- Assist with modeling scenarios (e.g., rent inflation, minimum wage increases, supply chain cost changes).
- Track capital expenditures and assess return on investment.
- Help enhance financial models, planning templates, and reporting systems.
- Collaborate with IT and operations to improve data quality and reporting efficiency.
- Contribute to a culture of continuous improvement in financial discipline and operational excellence.
- Other tasks as per assigned.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3–5 years of experience in FP&A or financial analysis, ideally in café, QSR, FMCG or retail businesses.
- Experience supporting multi-site operations and working with outlet-level P&Ls.
- Advanced Excel skills (e.g., financial modeling, pivot tables, lookups).
- Proficiency in ERP and reporting tools (e.g., Oracle, SAP, Power BI, Tableau).
- Strong business acumen, attention to detail, and a sense of urgency.
- Clear communicator, capable of working cross-functionally with non-finance teams.
- Passion for the café or foodservice industry.
- Customer-focused mindset with an understanding of operational drivers (store traffic, product mix, service speed).
- Hands-on, proactive, and willing to dive into data to solve problems.
