Note: The job is a remote job and is open to candidates in USA. FinanceWithin is hiring a Financial Analyst to support multiple e-commerce and CPG clients. The role builds and maintains financial models, forecasts, budgets, KPI dashboards, and analyses, while supporting client finance leaders with reporting and strategic initiatives.
Responsibilities
- Build and maintain demand planning financial models and operating models for clients, including 13 week cash flow and balance sheet
- Oversee and manage the creation and development of budgets
- Review and evaluate client KPIs established by leadership teams; build dashboards
- Perform variance and trend analysis for departmental expenses and strategic projects
- Ensure data accuracy in financial models, ensuring alignment and reconciliation between managerial analysis and accounting books
- Assist in the research, analysis, and compilation of data input to create appropriate data sets for business plans and cases that address corporate initiatives
- Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups)
- Work closely with CFO and Controller internally to support client needs
- Support ad hoc reporting, projects and strategic initiatives
Skills
- Experienced FP&A or analytics professional
- Ecommerce and CPG experience is required. You must have worked inside these verticals and understand the key performance metrics that drive them
- 3+ years in financial planning and analysis, or in a quantitative or analytics role where you built and owned forecasting or planning models
- 2+ years of financial modeling and cash forecasting experience is required
- Ecommerce and/or CPG experience is required. You understand how these businesses make money: channel margin, landed cost, contribution margin, inventory turns, CAC and LTV
- Bachelor's in Finance, Accounting, Economics, Statistics, Data Science, or a related quantitative field
- Experience managing multiple clients at once
- Excellent analytical and communication skills
- Synthesize meaningful themes from quantitative and qualitative data, and the ability to discuss these findings with senior management
- Working knowledge of accounting principles and GAAP, or the ability to pick them up quickly
- Proactive, solutions oriented, and focused on the client
- Comfort working in accounting systems
- Advanced in Excel and Google Sheets, strong in PowerPoint
- Retail distribution experience
- Experience with QBO, Xero, or NetSuite
- SQL, Python, or BI tools (Looker, Power BI, Tableau)
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