Financial Planning & Analysis (FP&A) Analyst

ESSENTIAL DUTIES AND KEY RESPONSIBILITIES 

• Financial Model Architecture: Own, maintain, and continuously scale the company’s core 3-statement integrated forecasting model (Income Statement, Balance Sheet, Cash Flow).
• Budgeting & Rolling Forecasts: Partner with department leaders (Product, Sales, Marketing) to build and refine annual budgets and monthly rolling forecasts.
• Scenario & Sensitivity Analysis: Run strategic ad-hoc modeling for major business decisions (e.g., pricing changes or cash-on-hand bridge analysis).
• Variance Reporting: Own the monthly and quarterly variance analysis (Budget vs. Actuals), proactively identifying trends, risks, and efficiency opportunities.
• NetSuite Development: Design, develop, and implement new modules in NetSuite to enhance financial reporting and analysis capabilities.
• Data Integration: Utilize APIs to export data from NetSuite and other third-party systems to integrate it with other systems, ensuring seamless data flow and accuracy.
• Budget Planning and Modeling: Collaborate with the senior finance team to plan and develop budgets, forecasts, and other financial models.
• Financial Analysis: Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to stakeholders.
• BI Tool Development: Develop and maintain dashboards and reports in Tableau to visualize financial performance and key metrics.
• Data Management: Maintain and optimize PostgreSQL databases to ensure data accuracy, integrity, and security.

QUALIFICATIONS

Education and Experience:

• Experience: 2+ years of experience in corporate FP&A, investment banking, private equity, or a transaction advisory support role. Experience in SaaS or tech is a plus.
• Financial Acumen: Fundamental understanding of financial concepts, including budgeting, forecasting, and financial modeling.
• Collaboration and Communication: Excellent written and verbal communication skills, with the ability to work cross-functionally
• Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills, with attention to detail and ability to interpret complex data sets.
• Elite Modeling: Experience in owning, maintaining, and continuously scaling the company’s core 3-statement integrated forecasting model (Income Statement, Balance Sheet, Cash Flow). Exceptional financial modeling skills with a proven ability to build a clean, dynamic, formula-driven model from scratch with strict version control and zero "hard-coded" errors.
• Budgeting & Rolling Forecasts: Partnered with department leaders (Product, Sales, Marketing) to build and refine annual budgets and monthly rolling forecasts.
• Systems & Data Fluent: Advanced proficiency in Microsoft Excel and Google Sheets. Experience with financial planning software (e.g., Adaptive, Anaplan, Mosaic) or data visualization tools (Power BI, Tableau) and with experience in AI tool usage (e.g., Claude, ChatGPT, Coefficient).
• KPI & Dashboard Design: Design and maintain executive and board-level KPI templates, tracking operational metrics (ARR, NRR, LTV/CAC, Gross Margin expansion, and Unit Economics).
• SaaS/Business Acumen: A solid grasp of accounting principles and key recurring revenue metrics.

WHY STORESIGHT

●      Sell a game changing product solving real pain points for CPG brands

●      Career path opportunities into Account Executive, Marketing, and more

●      Competitive base salary + commission

●      Strong onboarding, training, and mentorship

●      Be part of a category-defining company in retail execution intelligence