Senior Financial Analyst, FP&A - (Consumer Goods)

Overview

This role supports multiple consumer-focused clients by building and maintaining forecasting and planning outputs, including financial models, KPIs, budgets, and operating plans. Work includes both analytical and cross-functional collaboration to ensure forecasts align with accounting data and supports 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, aligning and reconciling managerial analysis with accounting books.
• Assist with research, analysis, and compilation of data inputs to create appropriate data sets for business plans/cases addressing corporate initiatives.
• Prepare due diligence documentation (e.g., assembling credit packages for lenders or editing pitch decks for startups).
• Work closely with internal CFO and Controller teams to support client needs.
• Support ad-hoc reporting, projects, and strategic initiatives.

Requirements

• 8+ years of experience in financial planning and analysis.
• 5+ years of financial modeling and cash forecasting experience is required.
• Bachelor’s degree in Finance and/or Accounting (BBA preferred).
• Multi-client experience with the ability to manage 8–10 clients at once.
• Strong analytical and communication skills.
• Ability to synthesize meaningful themes from quantitative and qualitative data and discuss findings with senior management.
• Firm grasp of accounting principles and GAAP.
• Proactive, solutions-oriented, and client-centric attitude.
• Must be available during standard business hours - Central Time and/or Eastern Time Zones.

Preferred Qualifications

• MBA.
• Experience in e-commerce, retail distribution, and CPG verticals.
• Experience using QBO and Xero.
• Experience in NetSuite is a plus.

Compensation & Benefits

Not specified in the provided job description.

Location

Central Time and/or Eastern Time Zones (must be available during standard business hours).