Financial Analyst

Overview

This role serves as a primary finance business partner supporting multiple product lines and a responsible ELT member. The analyst will help drive growth and product success through analysis and creative go-to-market strategy.

Responsibilities

• Consolidate and support planning and reporting processes, including:
  • Monthly forecasts
  • Annual budgets
  • Multi-year outlook
• Communicate with senior management regarding risks, opportunities, and drivers of forecast variances
• Provide key business insights to enable timely and informed decision-making
• Partner with business leaders to assess and communicate business performance, trends, and strategic trade-offs
• Develop variance analysis reporting that is timely and supports key decision-makers
• Collaborate with accounting during the monthly close process to ensure accuracy of financials and provide detailed variance analyses
• Drive process improvement activities, including evaluating new store openings and new concepts
• Support quarterly financial reporting in conjunction with board and investor requirements
• Create and analyze financial reporting and KPIs, as requested
• Build, structure, and maintain financial and decision-making models to produce meaningful insights and actionable recommendations
• Identify and lead cross-functional initiatives to improve processes, systems, and automation to help the business scale

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, a related field, or equivalent practical experience with a minimum of 2–5 years of experience
• Detail-oriented with the ability to produce work with a high degree of accuracy
• Strong analytical/quantitative and communication skills
• Ownership mentality with demonstrated ability to independently drive projects to completion, with high attention to detail
• Demonstrated problem-solving ability using statistical analysis or large data sets
• Thoughtful collaborator who is focused on understanding business challenges, building strong relationships, and driving outcomes
• Excellent communicator who can translate complex analysis into clear, actionable summaries or recommendations
• Comfortable in ambiguity; adaptable and able to create clarity and focus in a dynamic environment
• Ability to meet strict deadlines and work under pressure
• “Builder” mindset—identifies problems quickly and is eager to build solutions from scratch
• Advanced Excel and PowerPoint skills required
• Tableau/Power BI/other business intelligence tool skills a plus
• SQL knowledge a plus
• Travel required: Minimal (a couple of times a year)

Preferred Qualifications

No additional preferred qualifications were specified beyond the optional tool/SQL skills listed in the requirements.

Compensation & Benefits

• Fully remote working environment (office in Plano, TX)
• Flexible time off (FTO)
• Professional development opportunities
• 4 weeks of paid parental leave
• In-person and virtual company retreats
• 5 days of paid volunteer hours at an approved 501(c)(3) organization
• Company lump-sum contribution to HSA-eligible medical enrollees
• 401k eligible upon date of hire—up to 3% company match
• Exclusive discounts from your favorite brands via PerkSpot

Location

Fully remote working environment, with an office in Plano, TX.