Job Description:

• Build and maintain demand planning financial models and operating models, including 13-week cash flow and balance sheet
• Oversee and manage the creation and development of budgets
• Review and evaluate client KPIs and build dashboards
• Perform variance and trend analysis for departmental expenses and strategic projects
• Ensure data accuracy in financial models and alignment and reconciliation between managerial analysis and accounting books
• Research, analyze, and compile data for business plans and cases addressing corporate initiatives
• Prepare due diligence documentation, including lender credit packages and startup pitch decks
• Work closely with the internal CFO and Controller to support client needs
• Support ad-hoc reporting, projects, and strategic initiatives
• Manage work across 8–10 clients simultaneously while reporting to a Finance Director

Requirements:

• 8+ years of experience in financial planning and analysis
• 5+ years of financial modeling and cash forecasting experience
• BBA in Finance and/or Accounting
• Multi-client experience and ability to manage multiple clients at once
• 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
• Experience in e-commerce, retail distribution, and CPG verticals
• Availability during standard business hours in Central Time and/or Eastern Time Zones

Benefits: