Finance Associate

About the role

David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable. This is a rare opportunity to join a breakout food brand at a pivotal stage of growth, led by CEO Peter Rahal, cofounder and former CEO of RXBAR. We are working to become the leading consumer food brand focused on high-protein foods in North America and beyond.

Responsibilities

• Build and maintain retailer-level and product-level demand models, collaborating with Retail and Marketing to determine appropriate assumptions for a consolidated forecast.
• Support the P&L budgeting and re-forecasting process by translating the demand forecast into detailed profitability analysis by retailer, product, and SKU.
• Determine optimal pricing across channels, retailers, products, and pack sizes by analyzing competitive context, retailer expectations, consumer value, and margin implications.
• Evaluate trade spend architecture and promotional performance across channels, assessing efficiency, lift, and incrementality vs. cannibalization to guide high-return retail and marketing investments.
• Collaborate with cross-functional teams to analyze data and surface business opportunities across Supply Chain, Retail, and Marketing.
• Translate POS and shopper insights into recommendations that guide trade spend, retail strategy, and resource allocation to prioritize high-ROI opportunities and maintain strong unit economics across channels.

Requirements

• 2-4+ years in investment banking, strategic finance, corporate finance, or FP&A.
• Expert Excel and financial modeling skills.
• CPG and/or inventory-based business experience a plus.
• Ability to translate complex datasets into actionable insights and communicate them clearly.
• Strong business judgement and the ability to partner effectively across several teams.
• Strong sense of ownership and attention to detail.
• High intellectual curiosity with excellent analytical thinking and problem-solving ability.
• A collaborative mindset and enthusiasm for influencing business decisions with data.
• Humble, self-aware, and curious.
• A desire to help build an early-stage CPG company with a mission to create tools to increase muscle and decrease fat.

Schedule

This is a full-time, in-office role based in New York City. We work onsite five days a week.

Pay

Salary: $130,000–$150,000 per year, inclusive of bonus. Company equity options.

Benefits

• 100% covered health, vision, and dental insurance.
• 401(k) with 4% match.
• Covered gym expenses.
• Substantial and required PTO.