Financial Planning & Analysis (FP&A) Analyst

ESSENTIAL DUTIES AND KEY RESPONSIBILITIES

• Financial Model Architecture: Own, maintain, and continuously scale the company’s core 3-statement integrated forecasting model (Income Statement, Balance Sheet, Cash Flow).
• Budgeting & Rolling Forecasts: Partner with department leaders (Product, Sales, Marketing) to build and refine annual budgets and monthly rolling forecasts.
• Scenario & Sensitivity Analysis: Run strategic ad-hoc modeling for major business decisions (e.g., pricing changes or cash-on-hand bridge analysis).
• Variance Reporting: Own the monthly and quarterly variance analysis (Budget vs. Actuals), proactively identifying trends, risks, and efficiency opportunities.
• NetSuite Development: Design, develop, and implement new modules in NetSuite to enhance financial reporting and analysis capabilities.
• Data Integration: Utilize APIs to export data from NetSuite and other third-party systems to integrate it with other systems, ensuring seamless data flow and accuracy.
• Budget Planning and Modeling: Collaborate with the senior finance team to plan and develop budgets, forecasts, and other financial models.
• Financial Analysis: Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to stakeholders.
• BI Tool Development: Develop and maintain dashboards and reports in Tableau to visualize financial performance and key metrics.
• Data Management: Maintain and optimize PostgreSQL databases to ensure data accuracy, integrity, and security.

QUALIFICATIONS

• Education and Experience:
  • Experience: 2+ years of experience in corporate FP&A, investment banking, private equity, or a transaction advisory support role. Experience in SaaS or tech is a plus. Experience working within a private equity-backed company.
• Financial Acumen:
  • Fundamental understanding of financial concepts, including budgeting, forecasting, and financial modeling.
• Collaboration and Communication:
  • Excellent written and verbal communication skills, with the ability to work cross-functionally.
• Analytical and Problem-Solving Skills:
  • Strong analytical and problem-solving skills, with attention to detail and ability to interpret complex data sets.
• Elite Modeling:
  • Experience in owning, maintaining, and continuously scaling the company’s core 3-statement integrated forecasting model (Income Statement, Balance Sheet, Cash Flow). Exceptional financial modeling skills with a proven ability to build a clean, dynamic, formula-driven model from scratch with strict version control and zero "hard-coded" errors.
• Budgeting & Rolling Forecasts:
  • Partnered with department leaders (Product, Sales, Marketing) to build and refine annual budgets and monthly rolling forecasts.
• Systems & Data Fluent:
  • Advanced proficiency in Microsoft Excel and Google Sheets. Hands-on experience with Tableau is required for building and maintaining financial dashboards and reports. Experience with financial planning software (e.g., Adaptive, Anaplan, Mosaic) is a plus. Demonstrated experience leveraging AI tools (e.g., Claude, ChatGPT, Coefficient) to streamline financial analysis, modeling, and reporting workflows is required.
• KPI & Dashboard Design:
  • Design and maintain executive and board-level KPI templates, tracking operational metrics (ARR, NRR, LTV/CAC, Gross Margin expansion, and Unit Economics).
• SaaS/Business Acumen:
  • A solid grasp of accounting principles and key recurring revenue metrics.

WHY STORESIGHT

• Sell a game changing product solving real pain points for CPG brands
• Career path opportunities into Account Executive, Marketing, and more
• Competitive base salary + commission
• Strong onboarding, training, and mentorship
• Be part of a category-defining company in retail execution intelligence

PAY RANGE

• 83,000 - 94,000 USD per year (Denver, CO)
• 83,000 - 94,000 USD per year (Chicago, IL)

SCHEDULE

Corp-Finance

Fayetteville, AR

Denver, CO

Chicago, IL

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