[Hiring] Financial Planning & Business Intelligence Analyst @Jam+

Role Description

We are seeking a Financial Planning & Business Intelligence Analyst to support financial planning and help teams across the business turn data into actionable insights. This role combines budgeting, forecasting, and financial analysis with sales reporting and broader business analytics.

Reporting to our Chief Analytics Officer, you will work closely with Finance, Sales, and Operations to explain business performance, identify opportunities, and support better decisions. You will also support our planned implementation of Microsoft Fabric, helping establish reliable data, consistent metrics, and effective reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
• 2–4 years of experience in FP&A, financial analysis, business analytics, or a similar role.
• Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis.
• Strong Excel skills, including financial modeling, pivot tables, and advanced formulas.
• Solid understanding of financial statements, accounting fundamentals, and business performance metrics.
• Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP.
• Strong data skills, including the ability to clean, combine, validate, and analyze datasets and understand relationships across data sources.
• Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders.
• Strong attention to detail, problem-solving skills, and the ability to manage competing priorities.

Requirements

• Support annual budgeting, recurring forecasts, and long-term financial planning in partnership with Finance and business leaders.
• Build and maintain financial models that evaluate revenue, expenses, profitability, and business initiatives.
• Analyze actual results against budget, forecast, and prior periods, explaining key drivers and variances.
• Prepare monthly management reporting with clear insights into performance, risks, and opportunities.
• Analyze sales performance by customer, product, channel, and other business segments.
• Develop dashboards and recurring reports that help teams track KPIs.
• Partner with stakeholders across the business to translate questions into analyses and practical recommendations.
• Use NetSuite to extract, organize, and analyze financial and transactional data.
• Combine NetSuite data with other business data sources, validate accuracy, and reconcile business reporting to financial results.
• Document metric definitions, data sources, and reporting logic to improve consistency and confidence in reporting.
• Support the planned Microsoft Fabric implementation by gathering business requirements and defining reporting needs.
• Help validate migrated data, test datasets and dashboards, and reconcile new reporting with existing sources.
• Identify opportunities to automate recurring reporting and reduce manual spreadsheet work.
• Use approved AI and automation tools to speed up analysis, reporting, and documentation.

Benefits

• Competitive benefits package including comprehensive medical, dental, and vision coverage.
• 401(k) with company match.
• Life insurance.
• Generous paid time off to support your professional and personal well-being.

Company Description

We are the team behind Envelopes.com, JAM Paper, and Folders.com. For decades, businesses, schools, organizations, and consumers have trusted us for high-quality envelopes, stationery, folders, labels, and office products.

Our brands have long histories and strong reputations, but we are building for what comes next. We are investing heavily in ecommerce, AI, customer experience, and experimentation to create a faster, smarter, more customer-centric organization.