Financial Analyst

Summary

Join Once Upon a Farm as a Financial Analyst and support financial reporting, forecasting, and collaborate with cross-functional teams to deliver business results. You will manage cost center reporting, partner with Marketing and other G&A functions to ensure accurate forecasting, and develop financial profiles and scenario analyses. This role is critical in driving financial visibility, accountability, and performance. You will deliver monthly financial reporting, variance analyses, and liaise with Accounting and business partners. You will also develop and maintain dynamic financial models and forecasts, identify key risks and opportunities, and support annual and long-range planning processes. The position requires a Bachelor’s degree in Finance, Accounting, or a related field and 2+ years of experience in financial analysis, planning, and business intelligence. It's a remote-first position with an annual bonus and comprehensive benefits package.

Requirements

• A Bachelor’s degree in Finance, Accounting, or related field is required
• 2+ years of experience in financial analysis, planning, and business intelligence
• Advanced Excel skills, including experience with financial modeling, conducting profitability and variance analyses
• Solid knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms
• Must reside in the United States to be considered for this position

Responsibilities

• Deliver monthly financial reporting and variance analyses to provide visibility into business performance and key drivers
• Liaise with Accounting and cross-functional business partners to ensure accuracy of financial statements
• Develop and maintain dynamic financial models and forecasts, sharpening assumptions to drive forecast accuracy and build confidence in operating plans
• Identify and communicate key risks and opportunities to help achieve strategic and financial goals, enabling proactive decision-making
• Manage cost center reporting, and collaborate with cross-functional leads on budgeting and forecasting for General & Administrative expenses
• Partner with Marketing to analyze spend effectiveness, track KPIs, and evaluate ROI to guide investment decisions
• Support the stage gate commercialization process by developing project financials, business cases, and scenario analyses to guide investment decisions
• Support annual and long-range planning processes to deliver against our financial and strategic objectives
• Monitor working capital and other balance sheet KPIs
• Collaborate with cross-functional teams to provide financial insights and support business initiatives
• Evolve and implement scalable FP&A processes and tools to enhance data accuracy, streamline reporting, and improve the overall quality and speed of financial analysis
• Proactively identify opportunities to improve financial performance, working with cross-functional teams to drive accountability and operational efficiency

Preferred Qualifications

• A CPA, CFA, or other advanced certification, a plus
• Prior experience in the CPG industry, a plus
• Experience with SQL or similar querying language, preferred
• Experience with Power BI or other data visualization tools, preferred
• Experience with implementing and using FP&A software, a plus
• Previous exposure to cross-functional work between Sustainability and Finance preferred

Benefits

• Remote-first work environment
• Annual Bonus
• 401(k) program + 4% company match after three months
• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance
• Monthly Cell and Internet Stipend
• Quarterly Farm-to-Fridge home deliveries and Employee Discounts
• Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon A Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey
• Unlimited Paid Time Off
• Paid Volunteer Time
• Paid Time Off to fulfill civic responsibilities including jury duty and voting in local, state, and national elections
• Medical Insurance for the employee covered at 100% on select plans with additional plan options at a reduced cost to the employee
• Vision and Dental Insurance covered at 100% for the employee and dependents
• Life insurance
• Flexible spending account (Medical & Dependent Care) and Health savings accounts for applicable plans
• Employee assistance program (EAP)
• All other benefits, leaves, and insurance as required by law, based on your specific residence