Financial Analyst I

Williams-Sonoma•San Francisco, CA

3d•Hybrid

About The Position

The Financial Analyst I supports Pottery Barn’s Brand Finance division by providing financial analysis and business decision support for short- and long-term planning. The role develops budgets and forecasts, manages month-end close activities, analyzes expenses and business performance, and prepares recurring and ad hoc financial reporting. The analyst works closely with business partners to identify opportunities and influence brand P&L performance, while also supporting the broader finance team with improved tools and analytics. The position requires onsite work in the Brooklyn office Monday through Thursday and remote work on Fridays.

Requirements

1–4 years of experience in corporate finance, banking, accounting, planning, or a similar technical analytical role.
Bachelor’s degree required, preferably in a quantitative field such as finance, economics, or business.
Strong analytical skills, including extensive Excel experience building financial models, forecasts, and analyses from scratch.
Creative problem-solving and strategic-thinking skills, with the ability to analyze business issues and large amounts of data and develop insights and recommendations.
Ability to manage multiple projects with a high degree of ambiguity in a fast-paced setting.
Results-oriented, with a strong sense of urgency and excellent follow-through.
Solid interpersonal, written, and verbal communication skills, including the ability to collaborate with non-financial partners and present a cohesive story to senior leaders.
Understanding of financial analysis concepts and solid knowledge of Generally Accepted Accounting Principles (GAAP).
Ability to work onsite in the Brooklyn office Monday through Thursday and remotely on Fridays.

Nice To Haves

Working knowledge of standard financial applications such as Hyperion (SmartView and Essbase), Oracle ERP, or equivalent.

Responsibilities

Develop annual budgets and monthly forecasts for assigned business channels, including shipping income and expenses, non-merchandise product costs, and vendor/sourcing compliance-related expenses.
Manage the month-end close process, including journal entries, expense accruals, and variance analysis to reconcile actual results against forecast.
Own operating and general expense analysis and forecasting across assigned expense categories.
Own recurring financial reporting and KPI packages for assigned business areas on quarterly, monthly, and weekly schedules.
Create, prepare, and continuously enhance reporting packages that provide brand partners with visibility into financial performance and its drivers.
Identify and analyze ad hoc business issues, including vendor- and contract-related initiatives, and collaborate with partners across the organization to influence brand P&L performance.
Develop and maintain strong working relationships with business partners, communicating effectively and keeping partners informed and aligned with the brand’s financial goals.
Support the broader brand finance team by developing tools to enhance financial modeling and analytics.
Develop PowerPoint presentations for budget reviews and ad hoc brand initiatives.

Benefits

Generous discount on all WSI brands.
401(k) plan and other investment opportunities.
Paid vacations, holidays, and time off to volunteer.
Health benefits, including dental and vision insurance and same-sex domestic partner benefits.
Tax-free commuter benefits.
Wellness program supporting physical, financial, and emotional health.
In-person and online learning opportunities through WSI University.
Cross-brand and cross-function career opportunities.
Resources for self-development.
Advisor (Mentor) program.
Career development workshops, learning programs, and speaker series.
Compensation may include paid time off, merit, and bonus opportunities.