Financial Analyst

About the role

Financial Planning & Analysis

Support monthly forecasting, annual planning, and performance reviews, identifying key drivers, risks, and opportunities. Conduct month-end close analysis, including reviewing actual results, validating accruals, and explaining key variances against forecast and plan. Prepare financial reporting and monthly business review materials that clearly communicate results, performance trends, and business implications.

PRICING & TRADE INVESTMENT Manage trade investment forecasts, accruals, and performance tracking to support financial accuracy and effective investment decisions. Evaluate pricing, promotional activity, and customer investments to assess their impact on business performance and profitability. Develop financial models and scenario analysis to support pricing, investment, and customer decisions.

Review customer agreements and investment activity to identify financial risks, discrepancies, and opportunities. BUSINESS PARTNERSHIP Partner closely with Sales and cross-functional stakeholders to support commercial planning and decision-making. Provide financial insights and recommendations that influence customer strategies, investment plans, and channel priorities.

Translate complex financial and operational data into clear, actionable recommendations for finance and non-finance audiences. Present monthly business reviews and financial results to Sales stakeholders across multiple organizational levels, including senior leaders. PROJECTS & CONTINUOUS IMPROVEMENT Support strategic initiatives related to pricing, trade investment, customer profitability, and commercial effectiveness.

Improve reporting, analytical tools, financial controls, and recurring processes through standardization and automation. Identify opportunities to improve data quality, financial visibility, and operational efficiency.

Qualifications & Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 2-4 years of relevant experience in financial planning and analysis (FP&A), commercial finance or a related role.
• Advanced Excel skills, including financial modeling, large data-set analysis, and management reporting.
• Solid understanding of financial planning, variance analysis, and performance management.

Strong analytical and problem-solving skills, with the ability to interpret complex financial data and translate findings into actionable business insights. Excellent communication, presentation, and interpersonal skills, with the ability to build effective cross-functional relationships and clearly communicate complex financial information to stakeholders across all organizational levels, including senior leadership.

• Strong attention to detail, organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Intellectual curiosity, a growth mindset, and a commitment to continuous learning.
• Experience in the consumer-packaged goods (CPG), food and beverage or retail industry preferred.
• Familiarity with SAP, Analysis for Office, or similar financial reporting and planning tools preferred.

Experience with data visualization and business intelligence tools, such as Power BI preferred. Demonstrated ability to leverage AI-powered tools and emerging technologies to improve productivity, automate processes, and support data-driven decision-making preferred.

Additional Information

This position is open to U.S. citizens, U.S. permanent residents, or individuals who are currently authorized to work in the United States on a valid visa. The base salary range for this position is $67,000 - 101,000 + cash incentives. Actual salary offers may vary based on work experience. The base pay range is subject to change and may be modified.

Our current Benefits include: Comprehensive Medical, Dental and Vision Plans, 401k Match, Family Leave, PTO & Paid Holiday Schedule, Pet, Legal, and Life Insurance, Tuition Reimbursement (Benefits listed may vary depending on the nature of your employment and/or work location).