Financial Analyst

It’s not every day you get to be part of something that’s just getting started – and 50 years in the making. Helio Outdoors is a family of brands and a team that believes in the power of getting outside, together.

          Aqua       AIRHEAD      Yukon Charlie’s       Inyo Pools      Pureline

At Helio Outdoors, we are seeking a highly organized, detail-oriented Analyst to join our growing Finance team. The ideal candidate thrives in a fast-paced environment, excels at cross-functional collaboration, and brings strong analytical skills to drive operational excellence. The position will be based at our headquarters in Stoughton, MA.  We are in-office four days a week.

About the Role:

We are a multi-brand, PE-backed consumer business looking for a highly analytical finance professional to drive clearer insight into business performance and support better decision-making.  This role sits within FP&A and will play a critical part in:

• Delivering actionable insights into business performance across various brands, customers, and business models (e.g., wholesale vs. direct-to-consumer)
• Supporting month-end close and variance analysis 
• Building and maintaining reporting and dashboards 
• Improving how we collect, structure, and use data across the business 

You’ll work directly with the Director of FP&A and enable broader and deeper business partnerships by taking ownership of core analytics and reporting.  This is a hands-on role in a growing and evolving environment—well-suited for someone who is curious, detail-oriented, and motivated to improve how things work.

What You’ll Do:

Financial Analysis & Reporting

• Own recurring reporting including weekly/monthly scorecards, dashboards, and analysis 
• Support month-end close through variance analysis vs. Plan/PY (revenue, margin, key drivers) 
• Analyze performance across customers, product lines, and channels to identify trends and opportunities 

Data & Analytics

• Work across multiple data sources (ERP exports, marketplace data, internal files) to build and maintain reliable datasets 
• Leverage tools like SQL and DOMO (or similar) to improve speed and consistency of reporting and analysis
• Develop dashboards focused on insight generation (e.g., margin vs. Plan/PY, mix impacts) 

Process Improvement

• Help transition the team from manual, file-based processes toward more scalable data solutions 
• Identify opportunities to automate reporting and reduce manual effort 
• Contribute to longer-term data initiatives (e.g., data lake / centralized reporting) 

Ad Hoc & Business Support:

• Support ad hoc analysis tied to commercial and operational decisions 
• Partner with internal stakeholders to answer key business questions as needed 
• Support strategic initiatives as needed, including potential acquisitions, financing activities, and related diligence

What Success Looks Like (First 6–12 Months):

• Core reporting is owned, accurate, and consistently delivered 
• Manual processes are streamlined or partially automated 
• Dashboards evolve from “what happened” to “why it happened and what to do next” 
• FP&A has faster access to actionable insights, enabling stronger business partnership
• Embrace and demonstrates the 4 pillars of core values: teamwork, accountability, clarity of purpose, and relentless execution

Why This Role?

• High visibility within a PE-backed, multi-brand business poised for continued growth
• Opportunity to directly influence commercial and financial decisions 
• Meaningful ownership early, with a path toward broader business partnership 
• Chance to help shape how the company uses data to drive performance

• Three to five (3–5) years of experience in FP&A, business analytics, or consulting 
• Bachelor’s degree in Finance, Accounting, Business Analytics, Data Analytics, or a related field
• Strong foundation in financial analysis (e.g., variance analysis, margin, performance drivers) 
• Experience working with fragmented data environments 
• Technical skills: 
  • Advanced Excel, including Power Query
  • Working knowledge of SQL 
  • Experience with data visualization tools (e.g., DOMO, Power BI, Tableau) 
• Ability to balance hands-on data work with analytical thinking and insight generation
• Self-starter who is comfortable operating in a dynamic, evolving environment 
• Experience analyzing customer-, product-, or channel-level performance strongly preferred