Sr. Lead Advisor, Internal Financial Planning and Reporting

Job Function
Accounting/Financial Services
Position Type
Experienced Professionals
Requisition ID


The Sr. Lead Advisor acts an internal advisor by supporting specific functional areas as well as cross-functional investment teams throughout Chick-fil-A’s organizational planning process.  The Sr. Lead Advisor will act in a liaison capacity to numerous teams and/or departments simultaneously, including the Centralized Coding team. This position supports management planning and decision making by identifying, maintaining, and evaluating resource information, providing recommendations, compiling budget and plan information, and assessing results. This position is also expected to have a fundamental understanding of Chick-fil-A’s value creation goals and related metrics in order to participate in the education efforts across the organization, with a goal to raise the overall financial acumen of enterprise leadership.  They will plan and conduct their work with considerable autonomy. As part of the Financial Planning & Reporting team, they may be expected to assist with the review and/or selection of personnel or outside partners.



Chick-fil-A, Inc. is an equal opportunity employer that values diversity and inclusion. We make employment decisions on the basis of qualifications, merit and business need.


  • Support departments and cross-functional investment teams with their annual planning and budget process, including the development and compilation of multi-year plan/budgets.
  • Recommends financial actions by assessing options in relation to organization strategy and goals; including financial value creation goals as set by Financial and Enterprise Strategy Teams.
  • Produce and analyze budget variance financial reports
  • Aid leadership in making informed decisions and to track progress against business plans by collecting, formatting, analyzing, and explaining information
  • Participate in the education of enterprise leaders surrounding financial acumen content according to Financial Strategy Team standards.
  • Coach, appropriately challenge, and encourage stewardship of corporate resources
  • Facilitate and consult to Chick-fil-A’s planning process
  • Responsible for estimating resource needs, meeting departmental/team deadlines for areas assigned, and interpreting and ensuring consistent application of Centralized Coding playbook according to both GAAP and Budget policies.
  • Serve as technical expert to Centralized Coding team for the departments and teams within Advisor assignment(s).  

Minimum Qualifications

  • 2 or more years of related experience
  • Bachelor's degree in Accounting or Finance

Preferred Qualifications

  • 3 or more years of related experience
  • CPA

Minimum Years of Experience


Travel Requirements


Required Level of Education

Bachelor's Degree

Preferred Level of Education

Masters Degree



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