Senior Financial Analyst

About the role

This role supports financial planning, forecasting, and performance analysis across the business. It partners closely with Sales, Marketing, and Supply Chain teams to provide financial insight that improves decision-making, supports growth initiatives, and increases operational visibility.

Responsibilities

• Support annual budgeting, rolling forecasts, and scenario planning activities
• Build and maintain customer-specific forecasts incorporating trade spend, pricing, commodity costs, and consumer demand trends
• Prepare monthly and quarterly variance analysis and management reporting packages
• Develop KPI dashboards and financial reporting to support leadership decision-making
• Build financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases
• Partner with Sales, Marketing, and Supply Chain teams to evaluate business initiatives and performance drivers
• Analyze promotional effectiveness, product portfolio performance, and cost savings opportunities
• Improve reporting processes and data analytics capabilities through existing platforms and AI-enabled tools
• Conduct ad hoc financial analysis and support executive-level presentations

Requirements

Requires a Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field. 3–5+ years of progressive financial analysis experience, preferably in FP&A or Commercial/Category Finance within the CPG, food and beverage industry. Strong experience with budgeting, forecasting, financial modeling, and variance analysis. Advanced Excel skills including pivot tables, complex formulas, and macros. Experience with Power BI, Tableau, or similar data visualization tools. Experience working with ERP systems such as NetSuite or SAP. Strong understanding of financial statements, GAAP principles, and CPG financial metrics including gross margin, trade spend, and category profitability. Ability to analyze complex data sets and translate findings into business recommendations. Strong written and verbal communication skills with the ability to present to finance and non-finance stakeholders. Proven ability to collaborate cross-functionally in a matrixed environment. High attention to detail combined with strong business and commercial acumen. Ability to manage multiple priorities and adapt quickly as business needs evolve.

Qualifications

The annual base salary for this role falls between $80,000-100,000. Additional benefits include 100% employer paid medical, dental, and vision coverage, a 401(k) with an employer match, 11 company paid holidays, and unlimited PTO policy. Delicious chocolate & snacks of course!

Skills

Strong financial acumen, comfort working with large datasets, and the ability to prioritize effectively in a dynamic environment. Strong analytical judgment, attention to detail, and the ability to translate financial data into clear business recommendations.

Benefits

100% employer paid medical, dental, and vision coverage, a 401(k) with an employer match, 11 company paid holidays, and unlimited PTO policy. Delicious chocolate & snacks of course!

Pay

The annual base salary for this role falls between $80,000-100,000.

Schedule

N/A