Overview
This role supports the VP of Finance by developing a deep understanding of the organization's core financial and operating metrics. The position acts as a credible finance representative in meetings and discussions where the VP of Finance cannot be present. While not owning forecasting models, cash models, or board reporting, the role requires familiarity with these tools to explain, defend, and maintain their accuracy. Strong analytical skills, clear communication, and sound judgment are essential.
Responsibilities
- Develop comprehensive knowledge of cohort retention, revenue, cash, and gross margin models to explain drivers and answer stakeholder questions independently.
- Represent finance in recurring meetings with middle and upper management on topics such as customer acquisition, inventory, retail strategy, and pricing; prepare thoroughly, contribute constructively, and escalate issues as needed.
- Support the VP of Finance in maintaining and refining forecasting and cash models through data gathering, variance analysis, and early identification of discrepancies.
- Manage recurring reporting and dashboards by collaborating with Data Science and Accounting to ensure timely and accurate data inputs, allowing the VP of Finance to focus on analysis and strategy.
- Prepare initial analyses on gross margin, cost of goods sold (COGS) variance, and price/volume/mix impacts for VP of Finance review.
- Assist in the annual budgeting process by coordinating department inputs, consolidating submissions, and building supporting schedules under VP of Finance guidance.
- Partner with the Assistant Controller to execute the monthly reforecast cycle, updating models with actuals, flagging material variances, and preparing clear explanations of forecast changes.
- Co-lead budget-vs-actual and forecast-vs-actual review meetings with department leaders alongside the Assistant Controller, discussing variances and synthesizing insights for the VP of Finance.
- Support preparation of materials for board and investor reporting under VP of Finance direction, without independently representing the organization.
- Build strong cross-functional relationships across Technology, Operations, Retail, and Marketing to efficiently gather information and be recognized as a credible finance partner.
Requirements
- Minimum 3 years of experience in Finance.
- Experience in subscription eCommerce and consumer packaged goods (CPG) with a deep understanding of how these industries impact financial needs.
- Preferably experienced in startup environments with the ability to pivot and adapt quickly.
- Strong financial planning and modeling skills.
- Expert proficiency in Excel.
- Comfortable working remotely.
- Self-starter comfortable with ambiguity.
- Prior experience participating in company-wide annual and quarterly planning processes.
- Ability to synthesize complex data sets quickly and coherently, derive insights, and explain financial topics to non-financial audiences.
Location
Remote work environment.
Compensation & Benefits
Details not specified.