Financial Services · 786 people
Portfolio Analyst, FP& A (Hybrid)
Posted 14 Oct
What’s this role about? The Portfolio Analyst monitors restaurant partner performance and manages revenue through in-depth analysis of account activity and billing data. They collaborate with cross-functional teams to identify trends, risks, and opportunities to drive organizational growth and client retention.
Skills required
Tap the ones you have
Want to get this job faster?
Apply with AI
No more application formsOur AI fills them in and submits them for you. You just pick the jobs.
Find hiring manager
Reach the person hiringEmail the person behind the job, not the inbox.
Company
About Rewards Network Rewards Network® is a Chicago-based fintech company founded in 1984 that helps restaurants thrive through data-driven marketing, loyalty programs, and flexible funding solutions. For over 40 years, Rewards Network has worked with restaurants nationwide to help drive measurable revenue and long-term customer loyalty. Rewards Network connects more than 20,000 restaurants to a network of 25 million dining members through partnerships with leading loyalty brands across travel, fintech, and consumer platforms. These include major programs that diners already use, allowing Rewards Network to position restaurants directly within customers’ everyday spending habits. At the core of Rewards Network is its pay-for-performance model, which ensures restaurants only pay when diners spend. This approach eliminates wasted marketing spend and ties every dollar directly to real customer visits and revenue generation. Rewards Network also equips restaurant operators with advanced analytics, actionable insights, and detailed reporting tools. These tools allow restaurants to better understand customer behavior, track repeat visits, evaluate performance, and make smarter operational and marketing decisions. In addition, Rewards Network provides flexible funding solutions tied to future revenue, enabling restaurants to access capital without traditional loan structures. This helps operators manage cash flow, invest in growth, and adapt to seasonal business needs. With over 400 employees, Rewards Network continues to innovate while staying true to its mission: when local restaurants thrive, communities thrive. Rewards Network has earned industry recognition, including being named one of Chicago’s Best Places to Work in 2026.
Rewards Network
Fintech helping restaurants thrive through loyalty programs, data insights, and flexible funding | Connecting 25M diners
Responsibilities
- The Portfolio Analyst plays a critical role in monitoring the performance of our restaurant partners and proactively managing revenue and client health. This position has a direct impact on client satisfaction, retention, and corporate revenue through in-depth analysis of customers’ activity, account performance, and revenue contribution.
- Working closely with cross functional partners, the Portfolio Analyst will analyze complex customer, business, and billing data to identify trends, anomalies, risks, and opportunities that will drive growth and value for the organization and its restaurant customers. The Portfolio Analyst will proactively communicate key findings and potential risks to management and the Service teams on a daily and weekly basis, enabling timely action to protect revenue, strengthen customer relationships, and improve business performance. The ideal candidate combines strong data analysis skills with curiosity, attention to detail, and the ability to connect data trends to business outcomes.
- This is a hybrid position in our Chicago office 3 days a week (Tuesday-Thursday)
- Translate complex data into actionable customer insights that help improve customer value, retention, and enhance customer experience
- Conduct detailed analysis of customer data to assess performance, identify trends, and make decisions that optimize both revenue and client retention across the portfolio
- Investigate drivers behind billing and revenue fluctuations, unusual activity, and partner with relevant teams to develop and implement solutions
- Develop and maintain financial models to proactively manage customer accounts from a revenue and billing perspective, identifying risks and opportunities to better serve our restaurant clients
- Perform scenario and sensitivity analysis to evaluate the expected financial impact of different revenue management strategies
- Automate and continuously improve models to forecast more accurately and improve decision making
- Collaborate with product, partner, technology, and customer-facing teams to gather data and customer insights to better understand customer needs and emerging trends
- Communicate insights about client performance to educate key stakeholders, highlighting key drivers and solutions as needed
- Prepare ad hoc analysis, reports, and business insights to support better informed decisions
- Do you have the right mix of ingredients: (Requirements)
- Bachelors in Business Administration, Accounting, Finance, or Computer Science
- 2-5 years of experience in financial analysis, data analytics or corporate finance
- Strong skill and interest in modeling and analysis, with a demonstrated history of success in both
- Advanced in Microsoft Office Suite - especially Excel, Power Query, and PowerBI (SQL and Python preferred)
- Strong understanding of data management and structuring
- Ability to manage large datasets (data integration, data preprocessing and exploratory data analysis)
- Excellent written and verbal communication skills
- Ability to collaborate cross-functionally and align financial plans with business objectives
Qualification
Preferred
- Certification in Data or Business Analytics
- What you’ll love about us
- This is a full time, exempt position, and the base compensation for this opening is expected to be $75,000-$85,000, depending on level, candidate experience, skills and other factors.
- Competitive Paid Time Off and company holidays
- Generous dining reimbursement when you dine with our restaurant clients
- 401(k) plan with a company match
- Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
- Partnership with Rx n Go, offering certain prescriptions for free
- Dental plan options and a vision plan
- Flexible Spending Accounts and a pre-tax commuter benefit program
- Short Term and Long Term disability
- Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
- Hybrid working space in our state of the art office downtown located by the Metra and Ogilvie train stations
- Expected Pay Range
- $75,000—$85,000 USD
Benefits
- Paid Time Off
- Company holidays
- Dining reimbursement
- 401(k) plan
- Medical plan
- Prescription drug coverage
- Dental plan
- Vision plan
- Flexible Spending Accounts
- Commuter benefit program
- Accident insurance
- Critical illness insurance
- Hospital indemnity insurance
- Short term disability
- Long term disability
- Life insurance
- AD&D insurance
- Employee Life Assistance Program
Interested in this role?
Recommended jobs
- B
Senior Analyst, FP&A
Beyond Finance·Chicago
$85K – $105KOn-siteFull-time2-5 years expSkills required
Financial modelingU.S. GAAPGeneral ledger - M
Senior Financial Analyst, FP&A (Consumer Goods)
MrBeast·Chicago
$80K – $100KOn-siteFull-time2-5 years expSkills required
Financial planningForecastingFinancial modeling - T
FP&A Analyst II
TransUnion·Ridley Park
$62K – $90KHybridFull-time2-5 years expSkills required
Financial planningFinancial analysisForecasting