Senior Director, Financial Planning and Analysis

Brand

Bagel Brands is the parent company for your favorite breakfast brands, Einstein Bros. Bagels, Bruegger's Bagels, Noah's NY Bagels, and Manhattan Bagel. We believe in the bagel and how it has the unique ability to bring people together. Our team follows a standard set of values and behaviors that allow us to spread a little more joy and happiness in the world, letting us laugh, smile, and enjoy each others company a little more. These behaviors guide how we work, how we treat each other, and how we treat our guests. We believe there is no better way to make someone’s day than with a warm, fresh‑baked bagel and a heartfelt good morning.

Position Mission

This position is responsible for providing financial leadership to key stakeholders (executives, field leadership, investors, etc.) by overseeing all financial aspects of the business and driving the company’s financial strategy and planning. The role delivers accurate, timely, and actionable financial insights that support strong business performance, operational excellence, and long‑term growth, in alignment with Bagel Brands’ Mission, Vision, and Values.

Key Details

• Department: Finance
• Reports to: Chief Financial Officer
• Annual Salary Range: $205,000 to $220,000
• Bonus: 25%
• Annual Long‑Term Incentive (LTI): $40,000
• Location: 1720 S. Bellaire Street, Skybox Suite, Denver, CO 80222

Enterprise Scope of Responsibilities

• Own the company’s financial planning processes, including the Annual Operating Plan (AOP), periodic forecasting, and Long‑Range Plan (LRP).
• Lead enterprise financial modeling, performance analysis, and strategic decision support across the organization.
• Develop and lead the FP&A team and collaborate with executive leadership, field operations, and investors.

Responsibilities

Financial Planning & Forecasting

• Lead development and execution of the AOP, ensuring alignment with enterprise priorities and cross‑functional input.
• Own periodic forecasting processes, ensuring accuracy, consistency, and clear visibility into financial performance.
• Develop and maintain the LRP, including financial modeling for strategic planning and valuation activities.
• Ensure forecasting methodologies, assumptions, and outputs are robust and aligned with business strategy.

Financial Analysis & Business Insights

• Lead financial analysis to identify business trends, risks, and opportunities, providing actionable insights to leadership.
• Monitor and report on financial performance, including variance analysis and key drivers of results.
• Partner with field and Support Center leaders to understand business performance and provide decision support.
• Evaluate new business initiatives, capital investments, and growth opportunities to ensure alignment with financial and strategic goals.

Executive & Board Support

• Prepare and deliver financial presentations, reporting, and insights for executive leadership, Board of Directors, and investors.
• Lead development of materials for quarterly board meetings and other key financial updates.
• Translate complex financial data into clear, concise insights for senior stakeholders.

Cross‑Functional Partnership

• Partner closely with Operations, Development, Marketing, and other functions to align financial planning with business initiatives.
• Collaborate with the VP of Accounting/Controller and Financial Reporting to ensure alignment between planning, reporting, and close processes.
• Support new store development, asset management, and operational initiatives through financial analysis and partnership.

Team Leadership & Development

• Lead, develop, and coach FP&A team members, building capability and ensuring high‑quality output.
• Establish clear priorities, expectations, and performance standards for the team.
• Foster a culture of accountability, collaboration, and continuous improvement within Finance.

Leadership Competencies (Senior Director)

• Effective Communication – communicates complex financial information clearly and effectively to executive and cross‑functional audiences.
• Accountability & Ownership – demonstrates ownership of financial outcomes, ensuring accuracy, integrity, and accountability across planning processes.
• Adaptability & Perseverance – navigates changing business conditions and evolving priorities with resilience and disciplined execution.
• Empowerment – develops and enables team members while influencing cross‑functional leaders to drive strong business outcomes.
• Curiosity – continuously seeks to understand business drivers and identify opportunities to improve performance and decision‑making.
• Self‑Awareness – exercises strong judgment and understands the broader impact of financial decisions on the organization.

Required Knowledge, Skills & Experience

• Bachelor’s degree in Finance, Accounting, or Business.
• 10+ years of progressive experience in Finance or Accounting, with strong expertise in financial planning, modeling, and analysis.
• Proven experience leading enterprise planning processes such as AOP, forecasting, and long‑range planning.
• Strong understanding of GAAP and financial reporting principles.
• Demonstrated ability to influence senior leaders and drive cross‑functional alignment.
• Strong analytical, problem‑solving, and strategic thinking skills.
• Experience leading and developing high‑performing teams.

Preferred

• Experience supporting restaurant, hospitality, or multi‑unit operations.
• Experience with financial planning tools (e.g., Vena, Adaptive Planning, Anaplan).
• ERP experience (e.g., NetSuite or similar).
• CPA or MBA.

Physical Demands

This role requires the ability to sit, stand, bend, lift, and move intermittently during working hours. These requirements may be met with or without reasonable accommodation.

Employment Equity

Bagel Brands is committed to providing equal employment opportunity and fair treatment in employment for all individuals. We do not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Employment decisions are based solely on qualifications, merit, and business needs.

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