Senior Strategic Finance Associate

Summary

Join Casago as a Sr. Strategic Finance Associate and play a critical role in maximizing the value of market sales and franchise agreements. This remote position requires working across multiple departments (Finance, Accounting, Legal, and Ops) to monitor contract performance, identify risks, and develop strategies to mitigate them. You will be responsible for tracking key deal terms, ensuring accurate financial reporting, and collaborating with various teams to protect revenue and ensure strategic execution. The ideal candidate possesses strong analytical skills, experience with financial modeling, and a deep understanding of sales contracts and franchise systems. This role offers a competitive salary and benefits package.

Requirements

• Bachelor’s degree in hospitality,business, mathematics, statistics, data analysis, engineering, or a related field
• 2+ Years experience in consulting, banking, or top tier accounting firm OR equivalent experience
• Experience with Excel, SQL, and data visualization tools (e.g. Tableau)
• Intermediate accounting knowledge
• Demonstrated track record of developing tools and systems for project management
• Experience developing P&L and cash flow forecasts
• Ability to read and synthesize complex sales contracts
• Superior analytical acumen and passion for solving complex problems
• Comfort with ambiguity and managing competing priorities
• Motivated to learn quickly and operate in a fast paced environment with tight deadlines
• Ruthless attention to detail
• Ability to work independently and accomplish tasks with minimal supervision
• Strong communication skills
• Effective at collaborating with all departments within the company

Responsibilities

• Work with product and leadership team to determine how we will track active units at all stages of lifecycle (pre-close, at close, during TSA, after TSA) for duration of all sales contracts
• Provide feedback to business development team on clawback / earn out provisions in each LOI / contract
• Capture key terms of each sales contract; become SME for all flavors of earn out / churn provisions
• Model cash impact of each market sale and provide to appropriate parties, including impact on cash / ADLs at end of TSA
• Maintain master “active unit” tracking of each Buyer’s portfolio
• Monitor each Buyer’s portfolio vs. clawback provisions; develop tools / dashboards for others to do the same
• Identify where future payments are at risk; involve leadership and other parties to develop strategies to ensure eligibility for full payout
• Develop models to analyze tradeoff in pulling levers to try to add units to sold markets vs. the impact of getting to end of term having net churned units
• Work with AR team to track when future payments are due and liaise with Buyers for collection
• Maintain master list of all seller financing and provide as input to relevant stakeholders
• Work with accounting team to ensure all seller financing is correctly setup; ensure FP&A and Treasury are tracking appropriately
• Work with AR team to collect all seller financing payments
• Maintain master list of all convertible note products; build models to monitor if conversion makes sense
• Maintain master list of all JVs / deals with Seller carry
• Work with accounting team to ensure they understand implications of JVs / deals with Seller carry; ensure FP&A and Treasury are tracking appropriately
• Track all other inclusions, exclusions, and adjustments in APAs in central repository
• Track key terms of all TSAs in central repository
• Work with accounting team to ensure all necessary processes for franchise invoicing are stood up
• Provide end to end tracking of initial franchise fees to include payment and appropriate accruals
• Develop database for capturing key terms from all FDDs (providing bridge between legal, accounting, finance, and Franchise Ops)
• Ensure all discounts / special deals are appropriately documented and communicated to all stakeholders
• Handhold each new franchisee through first several invoice cycles; provide extra set of eyes on each invoice prior to it being sent out for first several months
• Other duties, as assigned

Preferred Qualifications

• Familiarity with accounting systems a plus (e.g. Netsuite)
• Advanced understanding of franchise systems from both franchisor and franchisee perspective

Benefits

• $90700 - $126200 / year. Actual pay will vary based on a candidate's skill, experience, education and/or location
• Health/dental/vision insurance based on hours worked
• Employer Sponsored & Voluntary Supplemental Benefits based on hours worked
• 401K retirement savings plan with immediate 100% company match on the first 6% you contribute
• Health & Dependent Care Flexible Spending Accounts based on hours worked
• Paid Flex Time Off / Vacation & Sick Time
• Employee Assistance Program (EAP)
• Employee Discounts