Senior Financial Analyst, FP&A - (Consumer Goods)

FinanceWithin

3d

About The Position

The Senior Financial Analyst, FP&A will serve multiple e-commerce, retail distribution, and consumer packaged goods (CPG) clients, developing financial models, KPIs, forecasts, and operating budgets across annual, quarterly, monthly, and weekly periods. The role requires managing 8–10 clients simultaneously and reports to a Finance Director who leads those clients. The analyst must be available during standard business hours in the Central and/or Eastern time zones.

The company provides financial and operational support to consumer brands, combining accounting with embedded client partnership. The role also works closely with the internal CFO and Controller to meet client needs and support strategic initiatives.

Requirements

• At least 8 years of experience in financial planning and analysis.
• At least 5 years of financial modeling and cash forecasting experience.
• Experience in e-commerce, retail distribution, and CPG, with a deep understanding of key performance metrics in these industries.
• Experience managing multiple clients simultaneously.
• BBA in Finance and/or Accounting.
• Excellent analytical and communication skills.
• Ability to synthesize meaningful themes from quantitative and qualitative data and discuss findings with senior management.
• Firm grasp of accounting principles and GAAP.
• Proactive, solutions-oriented, and client-centric attitude.
• Experience using QBO and Xero.
• Advanced proficiency in Excel, Google Sheets, and PowerPoint.
• Availability during standard business hours in the Central and/or Eastern time zones.

Nice To Haves

• MBA.
• Experience with NetSuite.

Responsibilities

• Build and maintain client demand-planning and operating financial models, including 13-week cash flow and balance sheet models.
• Oversee and manage the creation and development of budgets.
• Review and evaluate client KPIs established by leadership teams and build dashboards.
• Perform variance and trend analysis for departmental expenses and strategic projects.
• Ensure financial-model data accuracy and alignment and reconciliation between managerial analysis and accounting books.
• Research, analyze, and compile data inputs to create appropriate datasets for business plans and cases addressing corporate initiatives.
• Prepare due diligence documentation, such as lender credit packages and startup pitch-deck edits.
• Work closely with the internal CFO and Controller to support client needs.
• Support ad hoc reporting, projects, and strategic initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior