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 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. 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. 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. AI Application Development (Claude) 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.

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.



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. 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.

Support planning and reporting cycles — budget vs. 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. Bridge communication between finance users and engineers, translating requirements and feedback in both directions.

Deliver clear, well-organized applications and analyses to business partners, with support from senior team members for executive-facing presentations.

Experience: 2–4 years in FP&A;, finance/revenue analytics, or a related analytics role in a SaaS or technology environment, with hands-on building as a core part of the work.

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. Proven ability to drive metric-definition consistency and standardize financial business process across a finance or analytics organization.

AI Application Development: 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. Ability to ask sharp questions, partner with finance stakeholders, and document metric, process, and application logic with clarity and precision. Exposure to Snowflake, dbt, or Cortex Analyst.

Experience with ERP or accounting systems (Sage Intacct, NetSuite, or similar) and FP&A;/planning tools.

Background in accounting, business analysis, or technical writing.

Major Medical Insurance Dental Insurance Monthly

Internet & Electricity Stipend

📌 Senior Data Analyst (FP&A) (Puerto Vallarta)
🏢 Restaurant365
📍 Puerto Vallarta