Demo

Investor Relations & Financial Reporting Manager

Rita's Italian Ice
Trevose, PA Full Time
POSTED ON 5/30/2026
AVAILABLE BEFORE 11/25/2026

Investor Relations & Financial Reporting Manager

Department: Finance & Business Development

Role Overview

Join a high-growth franchise organization as an Investor Relations & Financial Reporting Manager, where you will play a critical role in shaping financial strategy, supporting franchise growth, and delivering insights to executive leadership and the Board.

This role blends financial modeling, investor-facing reporting, and strategic analysis, ideal for someone who thrives in a fast-paced, data-driven environment.

Key Responsibilities

  • Build and present financial models, ROI analyses, and growth scenarios tied to Franchise Development initiatives
  • Evaluate multi-unit acquisitions, territory expansions, and franchise resale valuations
  • Lead budgeting, forecasting, and performance tracking for the Franchise Development function
  • Produce and deliver weekly, monthly, and quarterly financial reporting for the Leadership Team and Board of Directors
  • Develop actionable insights and recommend improvements across business units
  • Create and maintain dashboards, KPIs, and performance metrics across all business verticals
  • Serve as the finance partner and subject matter expert for investor reporting and cross-functional initiatives
  • Prepare Board materials, investor decks, and executive-level presentations
  • Support strategic projects, system improvements, and ad hoc financial analysis
  • Other duties as requested , directed or assigned.

What You Bring

  • Strong ability to analyze and interpret complex financial data and turn it into clear insights
  • Proven experience communicating with senior executives (CEO, Board-level)
  • Expertise in:
  • Financial modeling
  • Forecasting and budgeting
  • Accounting fundamentals
  • Advanced technical skills:
  • Excel & PowerPoint (required)
  • Power BI (preferred)
  • SQL (a plus)
  • Sharp problem-solving skills with the ability to navigate ambiguity and competing priorities
  • Strong collaboration skills across finance, operations, and leadership teams
  • Ability to manage tight deadlines in a fast-paced environment
  • Comfortable working both independently and cross-functionally

Additional Requirements

  • Demonstrate the Rita’s Way Fundamentals in daily work
  • Bachelor’s degree in Finance or Accounting
  • 1-5 years of experience in finance, FP&A, or investment banking
  • Experience with financial systems and reporting tools preferred


Why This Role Stands Out

  • Direct exposure to executive leadership and Board-level decision making
  • Opportunity to influence high-impact franchise growth strategy
  • Blend of strategic finance investor relations
  • High visibility role with clear path for advancement

Salary.com Estimation for Investor Relations & Financial Reporting Manager in Trevose, PA
$67,879 to $87,661
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