[Hiring] Senior Financial Analyst @FinanceWithin

Role Description

We’re looking for an experienced Senior FP&A professional to work on building financial models, KPIs, forecasts, and operating budgets (annual, quarterly, monthly, weekly) for multiple clients. The FP&A professional should feel comfortable working with 8-10 clients at once and will report to a Finance Director leading those clients.

• Must have experience in e-commerce, retail distribution, and CPG verticals.
• Deep understanding of key performance metrics in these industries.
• Must be available during standard business hours - Central Time and/or Eastern Time Zones.

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, ensuring alignment and reconciliation between managerial analysis and accounting books.
• Assist in the research, analysis, and compilation of data input to create appropriate data set for business plans/cases to address corporate initiatives.
• Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups).
• Work closely with CFO and Controller internally to support client needs.
• Support ad-hoc reporting, projects, and strategic initiatives.

Qualifications

• 8+ years of experience in financial planning and analysis.
• 5+ years financial modeling and cash forecasting experience is required.
• BBA in Finance and/or Accounting; MBA is a plus.
• Must have multi-client experience (ability to manage multiple clients at once).
• Excellent analytical and communication skills.
• Synthesize meaningful themes from quantitative and qualitative data, and the ability to discuss these findings with senior management.
• Firm grasp of accounting principles and GAAP.
• Proactive, solutions-oriented, and client-centric attitude.
• Experience using QBO and Xero; experience in NetSuite is a plus.
• Advanced in Excel, Google Sheets, and PowerPoint.