Sr. Financial Analyst - DTC Subscription

Overview

This role is a high-visibility, cross-functional finance position focused on managing the financial operations of a direct-to-consumer (DTC) subscription channel for a growing consumer packaged goods (CPG) brand specializing in high-protein, drinkable oatmeal. The organization is vertically integrated, handling development, manufacturing, and fulfillment in-house, and is expanding rapidly across nationwide retail and club partners.

Responsibilities

P&L Ownership

• Manage the DTC Subscription profit and loss statement end-to-end, tracking revenue, margin, and contribution by channel, SKU, and customer cohort.
• Identify and explain variance drivers with clear business context.
• Own the operating budget for the DTC Subscription channel, holding cross-functional stakeholders accountable and delivering variance analysis with commentary.
• Proactively identify margin and cost-saving opportunities across fulfillment, returns, and cost of goods sold (COGS), quantify impact, and support execution.

Forecasting & Planning

• Lead monthly, quarterly, and annual forecasting cycles.
• Build and maintain rolling 12-month financial models based on real business assumptions.
• Develop cohort-level retention and reorder models to quantify subscriber economics and inform acquisition strategies.
• Design and maintain dashboards and reporting infrastructure to provide leadership with real-time visibility into financial performance.

Marketing Analytics

• Collaborate with DTC Subscription and marketing teams to measure and optimize customer acquisition cost (CAC), lifetime value (LTV), payback period, and return on ad spend (ROAS).
• Monitor cohort-level retention and reorder models to inform strategy.
• Act as a financial thought partner to the e-commerce team, rapidly evaluating financial implications of new offers, bundles, and channels.

Treasury & Cash Flow Management

• Monitor daily and weekly cash flow in partnership with operations finance and accounting teams.
• Integrate capital expenditure forecasts into rolling cash projections.
• Reconcile accounts receivable data from Shopify and QuickBooks to track collections and update cash forecasts.
• Manage corporate credit card utilization, tracking balances and payment timing.
• Quantify the subscription channel’s impact on cash flow, including billing cycles, refunds, returns, payment lags, and seasonal demand.
• Serve as a liaison between subscription revenue activity and overall company cash position.
• Perform other duties as assigned.

Requirements

• 5+ years of financial analysis experience, preferably with exposure to a high-growth DTC subscription business.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Ability to partner and influence stakeholders at various organizational levels.
• Deep understanding of contribution margin economics, customer cohort analysis, and paid media financials.
• Strong financial modeling skills using Excel or Google Sheets.
• Experience with business intelligence tools such as Looker or Tableau is a plus.
• Hands-on experience with Shopify and QuickBooks for financial data extraction and reconciliation.
• Comfortable working at both strategic and detailed operational levels.
• Proficient in leveraging AI tools to accelerate analysis, automate workflows, draft financial narratives, and scale output.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong drive to complete tasks and deliver results.
• Flexibility and eagerness to learn new processes, technologies, and approaches.

Compensation & Benefits

• Full medical, dental, and vision benefits.
• 401(k) retirement plan.
• Parental leave.
• Four weeks of paid time off.
• Weekly pay.
• Stock options available to all employees.
• Complimentary oatmeal products.

Location

• Not specified.

Physical Demands

• Prolonged periods of sitting and computer work.
• Must be able to perform essential job functions in compliance with ADA, FMLA, and other applicable federal, state, and local standards.
• Must maintain regular and punctual attendance consistent with applicable laws.

Equal Opportunity

The organization provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or veteran status, in accordance with applicable federal, state, and local laws. Compliance with nondiscrimination laws is maintained in all locations where the organization operates.