Financial Analyst

Our client is seeking a Financial Analyst to play a key role in driving the company’s financial strategy and decision-making process. You will be responsible for managing various aspects of financial modeling and profitability analysis. Working cross-functionally with marketing, operations, and finance, you will assist in building decks, analyzing financial data, and ensuring that all financial reports are accurate and insightful. Ideally, you bring experience from a startup environment, particularly in the consumer industry, and have a strong understanding of strategic finance, FP&A, and financial modeling.

Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities:

• Financial Modeling & Analysis:

  • Develop and maintain financial models (e.g., profitability by channel) to support strategic decision-making.

  • Analyze key financial metrics such as gross margin, ROI, and other performance indicators to provide actionable insights to leadership.

  • Collaborate with marketing and operations teams to understand their financial needs and offer data-driven recommendations.

• Financial Reporting & Performance Analysis:

  • Prepare detailed financial reports, including balance sheets, P&L statements, and cash flow analysis.

  • Use Excel to track and analyze financial performance, ensuring the accuracy of all data used for reporting and decision-making.

  • Create financial decks and presentations to communicate insights to both internal teams and external stakeholders.

• Strategic Finance & Process Improvement:

  • Work closely with marketing and operations to forecast future growth and manage resource allocation.

  • Provide strategic insights and financial recommendations to leadership, helping shape long-term financial planning.

  • Lead continuous improvement initiatives within the finance department, focusing on automating and scaling accounting functions to increase efficiency.

  • Recommend and implement process improvements to drive accuracy and streamline operations.

  • Ensure alignment between financial performance and company goals by continuously monitoring key financial drivers.

• Vendor & Supply Chain Finance:

  • Maintain strong vendor relationships and work closely with operations to resolve accrued purchase issues and clear deposits.

  • Perform month-end inventory reconciliations in partnership with the operations team.

• Treasury & Cash Management:

  • Support business line of credit reporting and reconciliation to ensure financial liquidity is maintained.

  • Manage the billing process, ensuring all company billing procedures are streamlined and up to date.

Qualifications:

• Experience & Skills:

  • 3+ years of experience in financial analysis, FP&A, and/or strategic finance, preferably with a background in banking.

  • Strong proficiency in Excel, with the ability to analyze and report on financial performance (gross margin, ROI, etc.).

  • Familiarity with financial modeling techniques and understanding of P&L and balance sheet management.

  • Experience working in a startup environment, ideally within the consumer industry, is highly preferred.

  • Experience with consumer product industry supply chain and manufacturing accounting is preferred.

  • CPA certification is a bonus but not required.

• Attributes:

  • Excellent communication skills, with the ability to present complex financial information in a clear and concise manner.

  • Highly organized, detail-oriented, and able to manage multiple financial projects and deadlines simultaneously.

  • Strong ability to work cross-functionally with teams such as marketing and operations to drive financial performance.

  • Strategic thinker, able to provide financial insights that align with overall business goals.

What Success Looks Like:

• Accurate financial modeling and reporting that supports key business decisions.

• Effective collaboration with internal teams to provide valuable financial insights and drive business growth.

• Timely and accurate payroll processing and tax compliance.

• Strong, data-driven recommendations that lead to improved financial performance and profitability.

Opportunity:
This is a fantastic opportunity to join a rapidly growing company in the health and wellness industry. If you are a strategic thinker with a strong financial background, Excel expertise, and a passion for supporting business growth, apply today to join a team that values innovation, collaboration, and financial excellence.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets