Financial Analyst – Financial Planning & Analysis

Purpose Brands, LLCMadison, WI
Hybrid

About The Position

Purpose Brands, the parent company of Orangetheory, Anytime Fitness, Waxing the City, The Bar Method, and Basecamp Fitness, is seeking a Financial Analyst to join its team. This is a great position for someone who is looking to expand their career, and join a company with a fun, fast-paced and inspirational culture. The Financial Analyst will play a key role in supporting the FP&A team with planning, forecasting, and analytical support across the business. This role is expected to deliver proactive, timely, and actionable insights that support business decision-making and improve outcomes. The position goes beyond reporting to include identifying trends, highlighting risks and opportunities, and partnering with stakeholders across the business. The Financial Analyst supports financial planning, forecasting, and performance analysis by translating financial and operational data into clear insights. This role supports budgeting, forecasting, variance analysis, and reporting activities while contributing to a more forward-looking, analytical finance function.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field
  • A minimum of 2-3 years’ experience in Accounting, Finance, or related field
  • Proficiency in Excel and PowerPoint, with the ability to analyze data and build structured outputs
  • Strong analytical and problem-solving skills, with the ability to work with and interpret data
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Willingness and ability to learn new systems and tools as needed
  • Excellent oral and written communication skills
  • Accountability
  • Teamwork
  • Attention to Detail
  • Structured thinking
  • Initiative
  • Curiosity

Responsibilities

  • Provide financial support and analysis to business partners, helping inform decision-making
  • Prepare recurring financial analyses and reporting with a focus on accuracy, clarity, and insight
  • Support the preparation of the strategic plan, annual budget, and forecast updates
  • Monitor business performance against plan, investigate variances, and identify underlying drivers of results
  • Proactively identify trends, risks, and opportunities and communicate them to stakeholders
  • Utilize financial systems and tools (e.g., NetSuite, PowerBI) to support reporting and analysis
  • Perform ad hoc analysis for departmental and executive leadership, translating findings into actionable insights
  • Partner with cross-functional teams to improve and automate reporting processes for greater efficiency and scalability
  • Develop and refine metrics and reporting tools that support business performance tracking and decision-making
  • Support materials and analysis for management and leadership meetings

Benefits

  • Medical, Dental and Vision Coverage
  • Hybrid Work Environment
  • Life and Disability Insurance
  • Unlimited Time off + Paid Holidays
  • Fridays off between Memorial Day and Labor Day
  • 401(K) Savings Plan Matching at 4%
  • 10 Coaching and Therapy sessions
  • Mental Health Benefits
  • Brand Discounts & Reimbursements
  • In-house workout facilities
  • Professional Development Opportunities
  • Team Building, Employee Engagement Activities & so much more
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