Financial Analyst

Key Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models to evaluate revenue, margins, pricing, and profitability.
• Analyze monthly financial results and explain variances against budget, forecast, and prior year performance.
• Prepare management reports, dashboards, and presentations for leadership teams.
• Partner with Sales and Marketing teams on pricing performance and strategies.
• Analyze ROI from new product and marketing spend investments.
• Support customer contract reviews and margin optimization initiatives.
• Collaborate with Operations and Procurement teams to analyze production costs, packaging expenses, freight costs, and inventory performance.
• Support cost-saving initiatives and operational efficiency projects.
• Monitor fruit sourcing costs and assess impacts on margins.
• Prepare monthly, quarterly, and annual financial reports.
• Improve financial reporting tools, processes, and data accuracy.
• Aid in ERP, BI, and financial system enhancements.
• Support audit requests and ad hoc financial analyses as needed.

Qualifications

• Bachelor’s degree in finance, business or economics
• 3 years of experience ideally in investment banking, private equity (early stage), or corporate finance; nice to have experience in agri-business, food & beverages, investment management, or real estate
• Proven ability to work independently
• Basic understanding of GAAP accounting
• Competence in financial concepts such as IRR, NPV, and DCF modeling
• Proficiency in Microsoft Office Suite or other relevant technologies
• Strong verbal and written communication skills