FP&A Analyst

Trek•Waterloo, WI

About The Position

Trek is looking for an analytical powerhouse to join our Financial Planning & Analysis team. This role will play a key part in driving financial insights, planning, and performance management across multiple business units. You’ll be a trusted partner to department leaders—translating financial data into actionable strategy and helping guide Trek’s continued growth. This is a high-visibility role within the Finance organization, ideal for someone who thrives in a fast-paced, performance-driven environment and wants to make a tangible impact on a purpose-driven brand.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
3–10 years of progressive FP&A, Corporate Finance, or Accounting experience.
Advanced proficiency with Excel and business intelligence tools (e.g., Power BI, Tableau, or similar).
Strong analytical and modeling skills; able to distill complexity into clear insights.
Excellent communication skills and executive presence; able to influence across functions and levels.
Self-motivated, highly organized, and energized by problem-solving and innovation.
A passion for driving performance in a company that’s committed to making the world better—one bicycle at a time.

Responsibilities

Partner with Business Leaders: Act as the primary finance contact for select departments, providing actionable insights and driving accountability in financial performance.
Lead Financial Planning Cycles: Support the development of annual budgets, monthly forecasts, and multi-year financial plans; ensure alignment with Trek’s strategic initiatives.
Analyze & Influence: Interpret complex financial data to identify key business drivers, trends, and risks; communicate insights clearly to both finance and non-finance stakeholders.
Enhance Financial Reporting: Lead development of monthly management reporting packages and dashboards to communicate performance across the business.
Automate & Improve: Leverage BI and data tools to streamline forecasting, variance analysis, and reporting processes; continuously seek opportunities to simplify and automate.
Deliver Strategic Insights: Conduct ROI and ad-hoc analyses to support strategic decisions, investments, and operational initiatives.
Drive Process Excellence: Partner with cross-functional teams to build scalable, data-driven planning frameworks that improve forecasting accuracy and business alignment.