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 has a standard set of values and behaviors that allow us to spread a little more joy and happiness in the world. They let us laugh, smile, and enjoy each other's company a little more. These are the behaviors that guide how we work, how we treat each other, and how we treat our guests. We believe that there is no better way to make someone's day than with a warm, fresh-baked bagel and a heart-felt good morning.

POSITION MISSION

This position is responsible for providing financial leadership to key stakeholders (i.e. executives, field leadership, investors, etc.) by overseeing all financial aspects of the business and driving the company's financial strategy and planning. Requires familiarity with a variety of the restaurant industry's concepts, practices and procedures. Relies on extensive experience and judgement to plan and accomplish goals. A wide degree of creativity and latitude is expected.

In alignment with Bagel Brands' Mission, Vision, and Values, this role delivers accurate, timely, and actionable financial insights that support strong business performance, operational excellence, and long-term growth.

Department: Finance

Reports to Chief Financial Officer

Annual Salary Range: $205,000 to $220,000

Bonus: 25%

Annual Long-Term Incentive (LTI): $40,000

To foster collaboration, innovation, and team engagement, this position is located in Denver, CO. Address: 1720 S. Bellaire Street, Skybox suite, Denver, CO 80222.

ENTERPRISE SCOPE OF RESPONSIBILITIES

This role owns the company's financial planning processes, including the Annual Operating Plan (AOP), periodic forecasting, and Long-Range Plan (LRP). The Senior Director leads enterprise financial modeling, performance analysis, and strategic decision support across the organization, while ensuring alignment with financial targets, capital priorities, and business objectives.

This role also leads and develops the FP&A team and serves as a key partner to executive leadership, field operations, and investors.

RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:

Financial Planning & Forecasting

• Lead the development and execution of the Annual Operating Plan (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 Long Range Plan (LRP), including financial modeling to support strategic planning and valuation activities.
• Ensure forecasting methodologies, assumptions, and outputs are robust, consistent, 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

Required:

• 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.

The duties of this position may change from time to time. The Company reserves the right to add or remove responsibilities as business needs evolve. This job description is intended to describe the general level of work being performed and is not intended to be all-inclusive.

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.

**Ranges reflect what employer reasonably and in good faith expects to pay for such position.

The physical demands for this position are sits, stands, bends, lifts, and moves intermittently during working hours. These physical requirements may be accomplished with or without reasonable accommodations.

The duties of this position may change from time to time. Bagel Brands reserves the right to add or delete duties and responsibilities at the discretion of the company or its managers. This job description is intended to describe the general level of work being performed. It is not intended to be all-inclusive.

Bagel Brands is committed to providing equal employment opportunity, and fair treatment in employment without regard to race, ethnicity, color, religion, gender/gender identity or expression, sexual orientation, age, national origin or ancestry, physical or mental disability, military status or any other basis in protected by applicable federal, state and local law. Bagel Brands makes employment decisions based solely on qualifications for the position.