Senior Financial Analyst

As the Senior Financial Analyst at Balsam Brands, you will support key financial planning and analysis activities that inform business strategy and performance tracking. You’ll contribute to routine and ad hoc analysis, modeling, and reporting to support functions across the business. Your work will support the development of forecasting models, financial dashboards, and key performance indicators that enable data-driven decision-making. 

Our ideal candidate is someone who is detail-oriented, eager to learn, and excited to deepen their understanding of business operations through financial insights. This role is ideal for someone looking to grow their functional expertise while learning how to connect financial performance to strategic outcomes. 

This full-time position reports to the VP of Finance & Accounting and is expected to work in a hybrid model, which currently includes Monday, Tuesday, and Wednesday in-office. 

What you’ll do:  

• Partner with cross-functional teams to gather inputs and help build financial forecasts and budgets 
• Analyze financial and operational data to support key business initiatives and decisions 
• Maintain and update financial models for forecasting, scenario planning, and variance analysis 
• Support monthly and quarterly business reviews with clean, concise summaries of financial performance 
• Assist in preparing reports and dashboards that track revenue, expenses, and profitability 
• Identify trends and surface opportunities for greater efficiency or performance improvement 
• Help ensure data integrity and accuracy across financial systems and reporting tools 

What you bring to the table:  

• Bachelor’s degree in Finance, Accounting, or related field 
• ​​​​​​​5+ years of experience in financial analysis, business analytics, or a similar function 
• Strong analytical and Excel modeling skills; experience with financial systems or BI tools is a plus 
• Ability to interpret data and explain insights clearly to non-financial audiences 
• Curiosity and a growth mindset, ready to dive into new problems and learn from feedback 
• Strong interpersonal and communication skills with a collaborative approach to working across teams 
• Interest in eCommerce, consumer products, or seasonal businesses a plus 
• Demonstrated AI literacy, enabling effective understanding, interaction, and critical evaluation of AI technologies and applications across diverse business functions 

About Us: Balsam Brands is a global, omnichannel retailer with roots in holiday and home décor. We strive for excellence in everything we do and present a unique opportunity for those seeking to have a meaningful impact in a people-first company that values relationship building, authenticity, and doing the right thing. We have steadily growing teams in Boise, the Bay Area, Dublin, the Philippines, Canada, and Mexico.    

The company's mission is to create joy together. We empower our team and partners to love what they do, provide products and experiences that inspire meaningful moments with family and friends, and give back to our families and communities in impactful ways. When you join Balsam Brands, you'll find a culture of caring people doing challenging work and building a welcoming workplace. 

• Check out our flagship brand, Balsam Hill: www.balsamhill.com 
• ​​​​​​​​​​​​​​Balsam Brands in Forbes: https://bit.ly/balsambrandsforbes2023 
• Balsam Brands on LinkedIn: http://www.linkedin.com/company/balsam-brands/ 
• Glassdoor: https://bit.ly/balsambrands-glassdoor 

At Balsam Brands, we strive to offer a competitive compensation and benefits package. For permanent, full-time team members, our current package includes: 

• Competitive compensation, including a cash-based incentive plan; salary is reviewed yearly and may be adjusted as part of the normal compensation review process 
• ​​​​​​​Comprehensive Medical, Dental, and Vision coverage, with 100% of monthly premiums covered for team members, and 85%+ employer-paid premiums for other coverage tiers that include dependents 
• Up to $2,000 annual funding toward HSA accounts  
• Medical, transit, dependent care FSA  
• Infertility coverage offered on all medical plans 
• Generous parental leave program and flexible return options 
• Company-paid life and AD&D insurance 
• Company-paid short and long-term disability insurance 
• 401(k) with dollar-for-dollar company match up to $4,000 per calendar year 
• Employee Assistance Program (EAP) and other mental health and wellness perks 
• Paid holidays, annual shutdown week, PTO, and volunteer time-off (VTO) packages 
• Paid 5-week sabbatical leave after 10 years of employment 
• Annual continuous learning benefit up to $1,000 per person, per fiscal year 
• Up to $300 flexible reimbursement to support setup of new team member's work-from-home environment 
• Generous team member merchandise discount 
• Valuable extras: identity theft protection, subsidized parking, monthly wellness, pet insurance, accident & critical illness insurance 

The base pay range for this position is: $86,000 to $107,000. Please note that placement within the posted salary range is based on several factors, including geographic location, experience, skills, alignment with role requirements and other job-related factors. It is uncommon for offers to be made at the top of the range, as this typically reflects a candidate who exceeds all role requirements and brings significant, directly applicable experience. We benchmark our pay ranges against current external data sources and regularly review compensation for our team members. Balsam Brands is committed to providing our team members with an internally fair, externally competitive, and fiscally prudent total compensation package administered in a simple and consistent manner. 

At Balsam Brands, we strive to build a diverse, equitable, and inclusive team to fulfill our purpose to create joy together. Balsam Brands is proud to be an equal opportunity employer. We encourage people from all backgrounds, ages, abilities, and experiences to apply. We do not discriminate on the basis of race, ethnicity, religion, national origin, citizenship, marital or family status, disability, sexual orientation, gender identity or expression, pregnancy or caregiver status, veteran status, or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application and interview process, to perform essential job functions, and to receive other benefits and privileges of employment. 

#LI-Hybrid 

All your information will be kept confidential according to EEO guidelines.