Commercial Finance Analyst

Overview

The organization is seeking a Commercial Finance Analyst to support both finance and commercial teams. This role focuses on core reporting and daily finance management, providing critical support as the business continues to scale.

Responsibilities

Core Weekly and Monthly Reporting

• Assist in maintaining the weekly sales file (e.g., rolling forward and checking comps are pulling correctly)
• Own core report building, including weekly sales, mix, and month-end P&Ls; validate NetSuite information against expectations
• Support month-end close activities, including GL coding and monitoring fulfilled/unfulfilled items for revenue recognition; report findings to Sales
• Convert channel P&Ls into customer P&Ls monthly
• Support rolling monthly forecasting and budget building

Trade Promotions Management

• Assist with trade promotion management tool usage and promotional analysis
• Partner with Sales and Trade Marketing to evaluate promotions, customer programs, trade spend efficiency, and ROI on brand investments
• Support scenario modeling for new product launches, pricing adjustments, retailer negotiations, promotional plans, and other DSD programs

Data Management and Development

• Consolidate Shopify, WM/SC, and NetSuite data into a single source to enable easier YTD reporting
• Assist in validating Power BI against financial reporting as reporting capabilities continue to expand

Requirements

• 3+ years of progressive finance experience, preferably within CPG, food & beverage, retail, or consumer brands
• Commercial finance background with the ability to drive decisions using data
• Strong Excel and financial modeling skills
• Experience with ERP/BI tools (e.g., NetSuite, Power BI, Confido)
• Proven ability to work across functions and at multiple levels of the organization
• Strong business acumen, communication, and presentation skills

Preferred Qualifications

• Analytical with strong strategic thinking
• Ability to translate data into actionable insights
• Comfort working in ambiguity and fast-moving environments
• Strong initiative, ownership mindset, and sense of urgency
• Collaborative, low-ego approach with a business-partner mindset

Compensation & Benefits

• Base salary: $70,000–$90,000 per year; final offer based on experience and skillset
• Insurance & Wellness: Comprehensive medical, dental, and vision benefits, plus savings plans
• Retirement Savings: 401(k) savings plan with a company match
• Time Off: Unlimited/flex PTO plan, sick time, and paid holidays
• Additional Perks: Monthly stipend to spend on products and gear; access to athletic clubs in Port St. Lucie and Stuart, FL