Principal Financial Analyst 16748552
About The Position
A rapidly growing manufacturer in the medical and recreational consumer goods sector is seeking a Principal Financial Analyst to join its finance team. This organization is committed to delivering high-quality products at accessible prices and is expanding its footprint in the MD/DC market. The Principal Financial Analyst will play a dual role, supporting both sales finance and traditional FP&A activities. This position partners closely with Sales, Marketing, Operations, and Finance leadership to provide actionable insights and recommendations on pricing, customer profitability, and revenue growth, while also making significant contributions to budgeting, forecasting, and management reporting processes. The ideal candidate combines strong commercial acumen with deep financial modeling and data analytics expertise to influence strategic and operational decisions across the business.
Requirements
- Bachelor’s degree in accounting, finance, or related field (Master’s preferred)
- 3+ years of progressive experience in FP&A, sales finance, or related roles in CPG or manufacturing industries
- Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
- Advanced proficiency in Microsoft Excel; experience with ERP systems, BI tools, and generative AI tools a plus
- Excellent communication and presentation skills; able to influence cross-functional stakeholders
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
- Basic understanding of SQL for database querying and report generation
- Familiarity with business intelligence platforms (e.g., Tableau, Power BI, Qlik, or similar) for data visualization and dashboard creation
- Exposure to machine learning and artificial intelligence applications in financial forecasting, predictive analytics, and automated reporting is preferred
Nice To Haves
- Ability to work independently and collaboratively across functions
- Commercial mindset and understanding of customer, channel, and marketplace dynamics
- Data savvy and analytical rigor; expert at building models and analyzing big data sets
- Technical proficiency with database systems, BI platforms, and emerging analytical technologies
- Strong collaboration and influence skills
- Strategic thinking and ability to connect financial insights to business objectives
- Excellent communication and adaptability in a dynamic environment
Responsibilities
- Partner with Sales and Marketing teams to analyze pricing strategies, promotional effectiveness, and discounting ROI
- Develop and maintain customer/retail/wholesale P&Ls to evaluate profitability, margin trends, and growth opportunities
- Support revenue growth initiatives, including pack-price architecture, discounting strategies, and mix optimization
- Provide decision support for product category management, promotional programs, and customer evaluation
- Deliver insights and recommendations to senior leadership on market, channel, and customer performance
- Support budgeting, forecasting, and long-range planning processes across the organization
- Prepare monthly, quarterly, and annual financial reporting packages with variance analysis and key business drivers
- Build and maintain financial models to support scenario planning, cash flow forecasting, and investment decisions
- Partner with operations and supply chain to assess the financial impact of production, logistics, and capital projects
- Provide analytical support, cost-benefit and breakeven analysis for various projects to support the Head of FP&A, CFO, and executive leadership team
- Utilize SQL to query databases and create custom reports for ad-hoc analysis
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
