1. Manager, Planning & Business Analytics – Performance Analysis
03/01/2015
Sonic Corp
Job Description
Job Title: Manager, Financial Planning & Business Analytics
Department: Performance Analysis
Reports To: Vice-PresidentPerformanceAnalysis
FLSA Status: Exempt
Approved Date: 3/01/2015
Summary: Enables the generation of high impact analyses, creating actionable insights that lead to improved decision
making and financial performance as well as achieved ROI of programs and key initiatives. This person has a high level of
intellectual curiosity and the ability to methodically analyze data and clearly summarize findings in a brief but
meaningful manner. Forward thinking as to anticipate future opportunities and/or challenges that are likely to impact the
business and provide recommendations based on modeling / analytics to assist management in identifying the optimal
decision.
Essential Duties and Responsibilities include the following.
 Conducts complex analyses to improve financial and operation effectiveness of SRI. The forum for
communications of the key findings and recommendation of such will be the monthly SRI Business Review. Refer to
the framework of the monthly review for detailed information. The framework is designed to support improvements
in the financial and operations effectiveness of SRI so it will evolve based on business needs.
 Manage process of valuing various acquisition and joint venture opportunities. Ensures proposed structure is
aligned with going concern market valuations and that financial modeling of potential opportunities yields an
acceptable return on all deployed capital over the investments anticipated life.
 Conduct Return on Investment analysis of proposed CAPEX projects. Apply various capital budgeting techniques
to determine the most appropriate allocation of capital across various capital expenditures with various useful lives.
 Manages the annual budgeting process for, and prepares, the System Sales budget and Royalty budget. Work
closely with Management to align on sales drivers and assumptions, anticipate store closures and new store
openings. Creates the budget template and aggregations sales budgets at the various levels.
 Manages the annual budgeting process for and prepares the SRI Sales budget. Work closely with the CFO, SRI
President and SRI finance team to development and incorporate drivers and assumptions.
 Assist with optimization of Real Estate holdings and Lease Portfolio on corporate owned drive-ins. Analyze
closure and rebuild opportunities with emphasis on cash flow implications, minimizing write-downs, margin and
AUV enhancement and reshaping trade areas for long-term health.
 Other duties assigned as needed

2. Manager, Planning & Business Analytics – Performance Analysis
03/01/2015
Leader of People and/or Processes – Has the ability to effectively develop and lead people and processes
Sonic Core Competencies:
 Customer Focus - Keeps in close touch with the needs and perspective of customer/markets and takes actions
that benefit them and the business; gives high priority to customer satisfaction, includes internal & external
customers.
 Teamwork & Collaboration - Works cooperatively and collaboratively with others. Acts in ways that support the
success of the overall team and the company.
 Drive/Motivation/Initiative - Works to improve individual and organizational performance; is a self-starter;
addresses current opportunities or problems; shows persistence; promotes initiative in others.
 Values and Respects Others - Relates to work and people in ways that value the unique differences of others.
Encourages and supports diversity of thoughts and perspectives. Respectful of people’s time, priorities and
responsibilities.
 Coaches and Develops - Works with others in a helpful, purposeful way in order to increase their competence,
confidence and capability to make significant contributions to the brand; is committed to the development process in
both technical and non-technical ways.
 Sonic Awareness - Understands the relationships in one’s own team, other teams, Sonic’s key priorities and core
values; anticipates how new events or situations will affect individuals, teams and our company.
 Accountability - Is personally responsible for meeting commitments and getting results. Ensures that
expectations are clear and results are achieved.
Job specific Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
 Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and
experience to complement data; Designs work flows and procedures. Proven ability to apply these skills in complex,
time-sensitive situations.
 Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully;
Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with
emotional topics.
 Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities;
Strives to continuously build knowledge and skills; Shares expertise with others.
 Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets
clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
 Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing
style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
 Business Acumen - Understands business implications of decisions; Displays orientation to profitability;
Demonstrates knowledge of market and competition; Aligns work with strategic goals.
 Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths &
weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to
changing conditions.
 Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes
independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help
when needed.
 Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates
suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a
manner that gets others' attention.
 Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies
feedback to improve performance; Monitors own work to ensure quality.
 Quantity - Meets productivity standards; Completes work in timely manner; Works quickly.

3. Manager, Planning & Business Analytics – Performance Analysis
03/01/2015
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Candidates
shouldbe proficientinMicrosoftExcel andhave aworkingknowledge of pivottable functionalityandthe aptitude to
quicklylearnhowtomine dataacross variousplatforms(Cognos,HyperionEssbase,Pro-clarity,1010 data). Position
will interactwithnumerousdepartmentsacrossthe company. Candidate mustbe driventofindanswerstodifficult
questionsandhave the abilitytocommunicate inanhonestandrespectful manner. Positionwill workinbothateam
settingandindependently. Candidate shouldhave the discipline tocomplete projectsontime anddeliverathorough
finishedproducttothe enduser. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
Education/Experience:
Bachelor's degree (B. A.) from four-year college or university. Prefer degree in an analytical major (e.g. Finance,
Accounting or Economics); MBA Preferred; 5 to 7 years’ experience in Business Finance and/or Analytical position required
Language Ability:
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal docu ments.
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business
community.
Math Ability:
Ability to comprehend and apply principles of modern algebra. Must also have a proficient understanding of cash flow
analysis and various capital budgeting decision making techniques.
Reasoning Ability:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of
technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Word, PowerPoint; Advanced Excel skills.
Supervisory Responsibilities:
This job has no supervisory responsibilities.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions. The noise level in the work environment is usually quiet.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential functions.
The employee must occasionally lift and/or move up to 10 pounds. While performing the duties of this job, the employee is
frequently required to sit; use hands to finger, handle, or feel and talk or hear.