Financial Planning & Analysis (FP&A) Analyst
About the role
Storesight is an AI-powered platform designed by CPG executives in collaboration with leading CPG firms to transform sales and category management operations. We leverage a network of 3M+ contributors to acquire over 6 million shelf and display images annually from nearly 50,000 locations. Join us in driving innovation and maximizing retail performance.
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: 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
The Pay Range For This Role Is 83,000 - 94,000 USD per year(Denver, CO) 83,000 - 94,000 USD per year(Chicago, IL)