Note: The job is a remote job and is open to candidates in USA. The Synergy Company is an independently owned manufacturer of premium organic supplements and a Certified B Corporation. The Strategic Finance & Analytics Manager will lead FP&A, financial modeling, business analytics, reporting, and strategic decision support while partnering across the organization to improve data-informed decision-making.
Responsibilities
- Lead the annual budgeting, forecasting, and long-range financial planning processes
- Build financial models and scenario analyses to evaluate strategic opportunities and business decisions
- Develop driver-based financial models that connect operational activity to financial outcomes and improve the accuracy and usefulness of forecasts
- Analyze financial and operational performance to identify key drivers, risks, trends, and opportunities
- Turn complex financial and business data into clear, actionable recommendations for the CFO, executive leadership, and cross-functional partners
- Develop insights into profitability across products, customers, channels, SKUs, and business segments
- Partner with Sales and Marketing to evaluate performance, pricing, promotions, customer economics, and return on investment
- Support operational decision-making through inventory, demand planning, supply-chain, margin, and profitability analysis
- Develop and improve dashboards, KPI scorecards, management reporting, and analytical tools
- Build scalable processes, models, and templates that give business leaders faster and more reliable access to the information they need
- Improve the consistency, accessibility, and integrity of financial and operational data
- Partner with IT and business stakeholders to improve the company's data, BI, and reporting environment, ensuring financial and operational information is accessible, reliable, and decision-useful
- Partner with leaders across the organization to strengthen data-informed decision-making
- Challenge assumptions and provide an objective financial perspective to support sound business decisions
- Continuously identify opportunities to improve how we analyze information, communicate insights, and support the business
Skills
- Have 7+ years of progressive experience in financial planning and analysis (FP&A), strategic finance, business analytics, or a closely related field
- Bring a strong FP&A foundation and significant experience with budgets, forecasts, financial models, and performance reporting
- Are highly proficient in financial modeling - but see the model as the beginning of the conversation rather than the end
- Can analyze large and complex datasets, recognize what matters, and turn findings into practical business recommendations
- Have experience working in a consumer packaged goods (CPG), manufacturing, e-commerce, retail, or similarly complex operating environment where finance intersects with sales, marketing, products, inventory, and operations
- Have experience analyzing profitability across customers, products, channels, SKUs, or business segments
- Understand how sales and marketing initiatives, pricing, promotions, customer economics, and operational decisions affect financial performance
- Are comfortable working within ERP, CRM, business intelligence, and reporting environments
- Have experience improving FP&A processes, management reporting, dashboards, or financial and operational data models
- Are able to independently structure ambiguous business questions, determine the appropriate analysis, and develop actionable recommendations
- Communicate complex information clearly and credibly to both financial and non-financial audiences
- Hold a bachelor's degree in Finance, Accounting, Business, Business Analytics, Economics, or a related field
- This is a remote position available to candidates located in states where The Synergy Company is currently authorized to employ remote team members
- Periodic travel to our headquarters in Moab, Utah will be required for company gatherings, planning sessions, and in-person collaboration
- This position generally works during normal business hours aligned with Mountain Time, with some schedule flexibility
- You are likely to thrive at Synergy if you are:
- * **Proactive.** You don't wait for someone else to identify every analysis that needs to be done - you look for questions the business should be asking and proactively bring insights and recommendations forward
- * **Independent and self-directed.** You are comfortable taking ownership, establishing priorities, and moving work forward without step-by-step direction
- * **Curious.** You look beyond what happened to understand why it happened, what it means, what might happen next, and what we should do next
- * **Strategic.** You can connect financial and operational information to the larger goals and direction of the business
- * **Adaptable.** You are comfortable improving existing systems and creating new approaches when a better way is needed
- * **Collaborative.** You build strong relationships across departments and can help others understand and effectively use financial and analytical information
- * **Clear and influential.** You can turn complicated analyses into meaningful stories and recommendations that support decision-making
- * **Purpose-driven.** You want your work to contribute to an organization whose values extend beyond financial performance
- Experience with ERP implementations, system integrations, finance transformation, data governance, or business intelligence initiatives is a plus
- Preference may be given to candidates located in the Mountain West, particularly Utah, Colorado, or Wyoming
- Experience in dietary supplements, natural products, consumer health, or other mission-driven consumer products would be valuable, but is not required
Benefits
- Remote position
- Health benefits
- Paid time off
- Product benefits
- Professional development opportunities
- Additional wellness-focused programs
Company Overview