Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Senior finance leader overseeing budgeting and financial governance for Taco Bell Foundation. Leading a finance team and ensuring financial insights inform decision-making.
Responsibilities
- Own annual budgeting, long‑range planning, rolling forecasts for the Foundation.
- Build and maintain financial models to support scenario planning, cash flow visibility, and resource allocation decisions
- Lead a consistent FP&A cadence, including monthly and quarterly performance reviews and variance analysis
- Translate financial performance into clear insights and recommendations that drive decision-making across leadership
- Maintain and enhance financial policies, controls and approval frameworks to support effective and consistent decision-making.
- Ensure clear visibility into financial performance, spend, and forward commitments
- Deliver accurate, timely, and decision-useful financial reporting
- Oversee accounting operations and financial reporting through an established team.
- Ensure compliance with GAAP, IRS public charity requirements, and applicable federal and state regulations.
- Oversee audit and tax filings (including Form 990) in partnership with external advisors
- Prepare and present financial materials for Board and Committee meetings.
- Provide clear perspectives on performance, risks, and forward outlook.
- Partner closely with the Executive Director and leadership team to inform strategic and operational decisions.
- Lead and develop a high‑performing finance team across FP&A, accounting, compliance, and analytics with clear accountability for outcomes and team effectiveness.
- Continue to elevate team output from reporting to insight generation and decision support.
Requirements
- 10+ years of experience in FP&A, finance, or strategic finance roles
- Strong financial modeling, forecasting, and analytical capabilities
- Experience overseeing accounting and audit processes without needing to operate them day-to-day
- Demonstrated ability to operate with high ownership and accountability in a lean, fast-moving environment
- Track record of building or significantly improving FP&A processes and financial discipline in a growing organization
- Experience presenting to senior leadership and or boards
- Familiarity with nonprofit finance and regulatory requirements preferred
- CPA, CFA, or MBA is a plus
Benefits
- Hybrid work schedule (onsite expectation Tues, Wed, Thurs) and year-round flex day Friday
- Onsite childcare through Bright Horizons
- Onsite dining center and game room (yes, there is a Taco Bell inside the building)
- Onsite dry cleaning, laundry services, and carwash
- Onsite gym with fitness classes and personal trainer sessions
- Up to 4 weeks of vacation per year plus holidays and time off for volunteering
- Generous parental leave for all new parents and adoption assistance program
- 401(k) with a 6% matching contribution from Yum! Brands with immediate vesting
- Comprehensive medical & dental including prescription drug benefits and 100% preventive care
- Discounts, free food, swag and… honestly, too many good benefits to name
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Degree requirement
No Education Requirement
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