Senior Business Analyst- Finance

Onsite- Green Bay, WI

POSITION SUMMARY:

Responsible for translating complex data into clear business strategies that enhance profitability, optimize performance across locations, and support ongoing expansion. Conduct comprehensive research on retail optical sector, assess market trends, evaluate financial performance of investment opportunities, and collaborate with cross-functional teams to deliver actionable insights.

DUTIES AND RESPONSIBILITIES:

ANALYSIS, INTERPRETATION & INTEGRATION

• Develop and maintain financial models and valuation analyses to assess new store openings, acquisitions, and performance improvement initiatives

• Partner with operations, finance, and marketing teams to analyze store level performance, customer metrics, and margin drivers

• Conduct competitive and market analyses to identify emerging trends in the retail optical sector, including pricing strategies, consumer behavior, and technology adoption

• Evaluate and interpret financial statements, market trends, and economic indicators

• Develop financial models to assess viability and profitability of potential investments

• Monitor and report on industry developments, regulatory changes, and competitive landscapes

• Prepare and present executive-level dashboards, investment memos, and board presentations summarizing key findings and strategic recommendations

• Support the integration of newly acquired practices or retail locations, developing KPIs and financial frameworks to monitor success

• Partner with leadership to refine pricing, inventory, and capital allocation strategies based on analytical insights

STRATEGIC INITIATIVE

• Maintain knowledge of optical industry trends and competitive landscape

• Lead the design and implementation of critical strategic analyses with a focus on complex, highly cross-functional efforts

• Effectively present information to and field questions from Executive Leadership team, Board of Directors, and stakeholder groups

MINIMUM KNOWLEDGE, EXPERIENCE & SKILLS REQUIREMENTS:

• Bachelor’s degree in finance, economics, business or related field; MBA preferred

• 5+ years of experience in private equity, equity research, investment banking, or corporate strategy

• Demonstrated experience with multi-unit retail or healthcare services preferred

• Proven success with building detailed financial models, conducting valuation and ROI analyses, and driving data informed decision making

• Strong understanding of retail operations, unit economics, and growth strategies within a customer-facing environment

• Demonstrated experience in guiding an organization through strategy development and implementation

• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

• Excellent communication and presentation skills, with the ability to translate data into actionable insights for senior leadership

• Detail oriented self-starter with strong business acumen

• Able to work collaboratively in a fast paced, growth-oriented organization

• Proficiency with Microsoft Office Suite of programs; advanced proficiency in Excel, PowerPoint

• Advanced proficiency with financial/market research tools (e.g., Capital IQ, FactSet, Tableau, Power BI)

ESSENTIAL FUNCTIONS & WORK REQUIREMENTS:

• Ability to effectively communicate at all levels within the organization through written and two-way verbal communication

• Able to read and write at a high school graduate level

• Able to sit or stand for extended periods of time

• Able to operate various office equipment (e.g., personal computer, telephone, fax machine, copier, etc.)

• Able to lift 10 to 20 pounds

• Able to work normal and/or extended (evenings, nights, and weekends) office hours to meet established deadlines

• Able to travel independently to support Company objectives and personal development

These statements are intended to describe the general nature and level of work performed by teammates assigned to this job classification. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.