Financial Analyst I

Williams-Sonoma•San Francisco, CA

2d•$65,000 - $76,000•Hybrid

About The Position

The Financial Analyst I supports Pottery Barn’s Brand Finance division by providing financial, analytical, 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 for brand partners. The analyst collaborates across the organization to inform decisions and support the brand’s financial goals. The position is onsite in the Brooklyn office Monday through Thursday and remote 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 and extensive experience using Excel to build financial models, forecasts, and analyses from scratch.
Creative problem-solving and strategic-thinking skills, including the ability to analyze business issues and large amounts of data and develop insights and recommendations.
Ability to manage multiple projects amid ambiguity in a fast-paced setting.
Results-oriented approach, 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.
Collaborative approach and willingness to contribute as part of a team.
Self-starter who takes initiative to improve existing practices.
Comfort with decision-making and calculated risk-taking for the benefit of the business.
Attention to detail and pride in the quality of work.

Nice To Haves

Working knowledge of standard financial applications such as Hyperion (SmartView and Essbase), Oracle ERP, or equivalent.
Bachelor’s degree in a quantitative field such as finance, economics, or business is preferred.

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 month-end close activities, including journal entries, expense accruals, and variance analysis comparing actual results with forecasts.
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 enhance reporting packages that give brand partners visibility into financial performance and its drivers.
Identify and analyze ad hoc business issues, including vendor- and contract-related initiatives, and collaborate with organizational partners to influence brand P&L performance.
Develop and maintain working relationships with business partners, communicating effectively and keeping them informed and aligned with the brand’s financial goals.
Support the brand finance team by developing tools to improve financial modeling and analytics.
Develop PowerPoint presentations for budget reviews and ad hoc brand initiatives.

Benefits

Discount on 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.
Self-development resources.
Advisor (mentor) program.
Career development workshops, learning programs, and speaker series.
Potential merit and bonus opportunities.