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AI Data FP&A Analyst
Restaurant365Mexico City2-4 years
Apply Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improving to make sure we are and always will be “Best in Class” ... and we want that for you too!
Restaurant365 is seeking an AI Data FP&A Analyst to join our Enterprise Data & Analytics team as a builder and definitional owner embedded at the intersection of finance and applied AI. This role exists to drive AI application development — grounded in a deep understanding of SaaS FP&A metrics — and to drive business process and metric-definition consistency across the FP&A organization, turning board-level and internal KPIs into working, governed intelligence.
Claude is our AI platform, so this is a hands-on development role. You will build and ship Claude-powered applications that make financial metrics faster to produce, easier to trust, and available on demand to leaders across the company. Your edge is the combination: you understand what ARR, CMRR, NRR, and GRR actually mean and how they roll up to the board, you can enforce that they mean the same thing everywhere, and you can build the applications that calculate and explain them. You read and reason about SQL well enough to validate logic and partner tightly with engineers — who own the pipeline build itself.
You will work in a dedicated pod alongside a Senior Data Engineer, driving business metrics together — you own the metric definitions, the business process, and the AI applications, while the engineer owns the pipeline and semantic-layer implementation. The center of this role is ownership of the FP&A metric definitions, the business process behind them, and the AI applications that surface them to finance and executive stakeholders.
How you'll add value:
Business Process & Definition Consistency
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Drive metric and KPI definition consistency across the FP&A organization — establish and steward canonical definitions so that ARR, CMRR, NRR, GRR, and every board and internal KPI mean the same thing in every model, deck, and application.
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Own the definitional source of truth — maintain living definitions, calculation logic, filter rules, and assumptions, and resolve conflicts when teams calculate the same metric differently.
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Partner with FP&A to drive and standardize financial business process — mapping how financial data moves and how KPIs are produced across planning, close, and reporting cycles so the partnership yields repeatable data and insights rather than one-off analysis.
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Translate process and definitions into requirements engineers can build against, and validate that what they implement matches business intent.
AI Application Development (Claude)
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Build and ship Claude-powered applications that operationalize SaaS FP&A metrics and KPIs — turning manual, spreadsheet-bound financial analysis into governed, self-service, on-demand intelligence.
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Own the full build loop — prompt engineering, structured outputs, tool use, and iterative refinement — to produce reliable applications for finance use cases such as variance narration, forecast Q&A, KPI lookups, and board-metric explanations.
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Build against the R365 platform stack (Snowflake → dbt → Cortex Analyst → Claude), wiring applications to governed semantic models and approved metric definitions so outputs are always tied to the source of truth.
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Instrument and document application behavior — prompt logic, tool contracts, and output expectations — so solutions are auditable, maintainable, and transferable across the team.
SaaS FP&A Metrics & KPI Development
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Partner with the FP&A team to define and build board-level and internal KPIs — translating financial intent into precise, defensible metric definitions the whole organization can rely on.
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Bring deep fluency in SaaS FP&A metrics — ARR, CMRR, NRR, GRR, bookings, churn, magic number, CAC/LTV, Rule of 40 — including how each is calculated, how they interrelate, and how they present to the board.
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Ensure definitions are reflected consistently in the semantic layer — partnering with engineers on implementation so one metric carries one definition across planning, reporting, applications, and executive materials.
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Support planning and reporting cycles — budget vs. actual vs. forecast variance, monthly and quarterly close validation — by making the underlying metrics fast, accurate, and explainable.
FP&A Partnership & Business Context
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Partner closely with Finance, Accounting, and business stakeholders through structured discovery to understand planning workflows, reporting needs, and the questions leaders are trying to answer.
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Surface and escalate gaps between stakeholder needs and current platform capabilities, with clear written context for the engineering team.
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Bridge communication between finance users and engineers, translating requirements and feedback in both directions.
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Cross-Functional Collaboration
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Deliver clear, well-organized applications and analyses to business partners, with support from senior team members for executive-facing presentations.
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Participate in workshops, requirement sessions, and team check-ins to align on priorities and share progress.
What you'll need to be successful in this role:
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SaaS FP&A Metric Depth: Deep, working understanding of SaaS finance metrics — ARR, CMRR, NRR, GRR, bookings, churn — including how they are calculated and how they present at the board level.
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Business Process & Definition Ownership: Proven ability to drive metric-definition consistency and standardize financial business process across a finance or analytics organization.
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AI Application Development: Demonstrated ability to build with LLM APIs (Anthropic Claude preferred) — prompt engineering, structured outputs, and tool use — to ship working applications, not just experiment.
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SQL: Ability to read and understand SQL to validate metric logic and partner effectively with engineers. Writing production pipelines is owned by Data Engineering, not this role.
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Communication: Ability to ask sharp questions, partner with finance stakeholders, and document metric, process, and application logic with clarity and precision.
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Collaboration: Team-oriented with a bias toward documentation, shared understanding, and clear written communication.
Nice to Have
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Experience with Claude Code, the Anthropic API, or MCP-based tool integration.
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Exposure to Snowflake, dbt, or Cortex Analyst.
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Familiarity with semantic layer concepts and metric definition frameworks.
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Experience with ERP or accounting systems (Sage Intacct, NetSuite, or similar) and FP&A/planning tools.
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Background in accounting, business analysis, or technical writing.
Benefits and Compensation
We also offer a comprehensive benefits package designed to support your health, well-being, and work-life balance.
Benefit options include:
R365 is committed to growing talent from within. If you see a role that excites you and you meet the qualifications, we encourage you to apply — regardless of your current location or work arrangement. Reach out to your People Business Partner if you have questions.
DYN365, Inc d/b/a Restaurant365 is an equal opportunity employer.