Financial Analyst

Job Title: Financial Analyst

Location: Portland Metro; Hybrid Remote/In-Office

Job Type: Full-Time, Salaried/Exempt

Pay Range: $70,000-$90,000 Annual Base Salary + Bonus Eligible

The Way We Live. We strive for excellence in everything we do in life. Our crafted drinks are a way we show respect for our customers and ourselves. They are the beginning of a relationship built on trust and care that through time grows to see our stories unfold in our city. As part of local communities, each Black Rock Coffee Bar team finds ways to serve their neighborhoods. And by doing so we help raise the bar for relationship and compassion. As relationship grows, so does accountability. We hold each other to higher standards for the good of all. Whether it be care for nature, care for those in need, or just a sincere desire to see others do well, we learn to expect a lot from each other and a lot for our customers. Our priority at Black Rock is not for others to know who we are and what we do... but for others to allow us to know them, to add fuel to their story, and to share in the journey.

Position Overview. The Financial Analyst plays a critical role in supporting financial planning and analysis by managing reporting processes, conducting in-depth financial analysis, and working closely with operations to drive business decisions. This position requires someone who can quickly take ownership of responsibilities, support budgeting efforts, provide financial insights, and drive process improvements. The ideal candidate has prior experience in financial analysis, budgeting, and reporting, with minimal training required. Success in this role requires strong analytical skills, attention to detail, and the ability to work cross-functionally with teams across Black Rock Coffee Bar.

Essential Duties & Key Responsibilities. Success in this role requires a deep understanding of financial reporting, forecasting, and data-driven decision-making. The Financial Analyst will collaborate closely with leadership to enhance financial insights and improve decision-making. Key responsibilities include but are not limited to:

• Creates monthly Budget vs. Actual reports for the Operations team.
• Assists in the bottoms-up budget build process.
• Evaluates and suggests updates to budget methodology to improve accuracy and efficiency.
• Partners with Operations leadership to investigate financial performance and answer key business questions.
• Provides strategic financial recommendations to optimize profitability.
• Standardizes, simplifies, and improves financial reporting procedures.
• Analyzes large datasets to extract meaningful insights and builds actionable financial recommendations.
• Leads meetings with Operations Leaders to present findings and answer financial inquiries.
• Identifies efficiencies in financial reporting and budgeting processes.
• Works cross-functionally with other departments to support financial projects and ad hoc assignments.
• Suggests and implements improvements to financial systems and methodologies to streamline reporting.
• Communicates financial insights and recommendations to key stakeholders.
• Performs other responsibilities as assigned by Black Rock Coffee Bar.
• Black Rock Coffee Bar reserves the right to add or modify duties at any time and at its sole discretion.

Professional Development. At Black Rock Coffee Bar, professional development is a key driver of success. We are looking for individuals who embody business maturity, embrace innovation, and confidently recommend ideas while assessing risks and benefits. Accountability is fundamental, and we encourage team members to proactively address and escalate issues while closely monitoring business performance to align with strategic initiatives. 

You are tasked with identifying innovative opportunities and proposing ideas while carefully evaluating risks and potential outcomes. You will take accountability by promptly addressing and escalating issues and by communicating the strengths and weaknesses of the department and/or its functions, emphasizing their impact on organizational initiatives.

Modeling collaboration and thoughtful participation is essential for both the growth of the company and the development of your direct reports. You will consistently and effectively present updates on ongoing projects to cross-functional teams and leadership, demonstrating exceptional clarity and contagious enthusiasm. You will exhibit a proactive drive for improvement, constantly seeking learning opportunities and effectively applying lessons learned through reflection, adjustment, and continuous improvement efforts.

Work Environment & Physical Requirements. This role primarily operates in an office environment (onsite or remote) with approximately 15% travel required for meetings, events, and engagement cross-functionally. The essential duties of this role require the ability to perform the following physical tasks:

• Prolonged periods of sitting at a desk, working on a computer.
• Effective verbal and written communication skills for meetings, presentations, and correspondence.
• Ability to attend, lead, and actively participate in meetings, events, and presentations.
• Mobility to navigate office spaces and external worksites as necessary.
• Manual dexterity to operate office equipment and complete essential job functions.
• Visual acuity to review and analyze reports, documents, and data.
• Auditory ability to engage in discussions and meetings effectively.
• Ability to lift and carry objects weighing up to 15 pounds.
• Travel required, including via aircraft and motor vehicle, to support business needs.

Required Skills and Competencies

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 4+ years of accounting or Corporate Finance experience.
• Working knowledge of GAAP principles & how these principles impact financial statements.
• Proficiency in accounting software (i.e., NetSuite, Oracle, SAP) and Excel.
• Experience with Planful is a plus. 
• Excellent analytical and organizational skills, with a keen attention to detail.
• Ability to work collaboratively and effectively communicate with cross-functional teams.

Benefits. As a valued member of the Black Rock team, you will have access to a comprehensive benefits package designed to support your well-being, financial security, and work-life balance. Please note that all benefits are subject to change at any time and at the sole discretion of the Company. Our benefits include:

• Paid Time Off to help you recharge.
• Performance-based bonus opportunities to reward your hard work and contributions.
• 401(K) Retirement Savings Plan with company match for eligible* team members.
• Health insurance (medical, vision, dental) options for you and your family.
• Pet insurance and Discount Programs because we know pets are family too!
• Long-Term Disability, Life, and AD&D coverage options.
• Paid holidays to enjoy time with loved ones during special moments.
• Health & Wellness support, including mental health resources and personalized care.
• Discounted gym memberships to support your fitness goals and overall wellness.
• Employee Assistance Program (EAP) offering confidential support.
• Ongoing professional development and training opportunities to advance your career.
• Exclusive discounts on childcare, recreation, lifestyle brands, and more through LifeMart. 
• Free drinks to keep you energized!

*Team members who complete 1,000 hours within a consecutive 12-month service requirement and have attainment of age 21, are eligible for 401(K) participation.

Additional Information. By submitting your application and/or resume, you are indicating that all information is true and correct. Any untruthful or misleading information is cause for removal from the applicant pool or dismissal if employed.

The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time.

Black Rock Coffee Bar is an at-will employer. If you are hired, this means your employment is for an indefinite period and it is subject to termination by you or Black Rock Coffee Bar, with or without cause, with or without notice, and at any time. Nothing in this policy or any other policy of Black Rock Coffee Bar shall be interpreted to conflict with or to eliminate or modify in any way, the at-will employment status of Black Rock Coffee Bar employees.

Black Rock Coffee Bar values diversity in its workforce and is proud to be an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or based on disability.

All team members undergo a 90-day introductory period upon hire or promotion, or any other employment change, during which performance, adherence to policies, and teamwork are closely evaluated. This period allows assessment of long-term suitability, with guidance, training, and support provided. Those meeting or exceeding expectations will continue employment opportunities within Black Rock Coffee Bar.