Financial Analyst - (E-Commerce)

Overview

This role involves building FP&A and analytics deliverables for multiple ecommerce and CPG clients. The position focuses on financial modeling, KPI development, forecasting, and operating budgets across different clients and time horizons. You will report to a Finance Director who leads those clients.

The employer is seeking someone with demonstrated experience working inside ecommerce and CPG verticals and understanding the key performance metrics that drive business performance.

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 set by leadership teams; build dashboards.
• Perform variance and trend analysis for departmental expenses and strategic projects.
• Ensure data accuracy in financial models, including alignment and reconciliation between managerial analysis and accounting books.
• Assist with research, analysis, and compilation of data inputs to create datasets for business plans and cases addressing corporate initiatives.
• Prepare due diligence documentation, such as credit packages for lenders and editing pitch decks for startups.
• Work closely with the CFO and Controller internally to support client needs.
• Support ad hoc reporting, projects, and strategic initiatives.

Requirements

• 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.
• Ecommerce and/or CPG experience is required, including an understanding of how these businesses make money, including: channel margin, landed cost, contribution margin, inventory turns, CAC, and LTV.
• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Data Science, or a related quantitative field.
• Experience managing multiple clients at once.
• Excellent analytical and communication skills.
• Ability to synthesize meaningful themes from quantitative and qualitative data and discuss findings with senior management.
• Working knowledge of accounting principles and GAAP, or ability to pick them up quickly.
• Proactive, solutions-oriented, and client-focused.
• Comfort working in accounting systems. Experience with QBO, Xero, or NetSuite is a plus.
• Advanced Excel and Google Sheets; strong in PowerPoint.
• SQL, Python, or BI tools (Looker, Power BI, Tableau) are a plus.

Preferred Qualifications

• Retail distribution experience is a strong plus.

Compensation & Benefits

Not specified.

Location

• Must be available during standard business hours, Central and/or Eastern Time.