Senior Financial Analyst (FP&A)

Summary

Join BaubleBar's high-impact FP&A team as a proactive and insight-driven Financial Analyst. This role blends traditional financial planning and analysis with modern tools and analytics, requiring collaboration with various business units. You will support forecasting, scenario planning, performance analysis, and decision-making, acting as a trusted advisor to FP&A leadership. The position offers a balance of structured tasks and autonomy, allowing for process improvement and professional growth. You will analyze financial results, create reports, and improve reporting efficiency. The ideal candidate possesses strong financial modeling skills and advanced Excel proficiency.

Requirements

• 3–5 years of experience in FP&A, Corporate Finance, or similar analytical roles (eCommerce or retail experience a plus)
• Strong financial modeling, budgeting, and variance analysis skills
• Advanced Excel proficiency and solid business acumen
• Comfort working with large datasets and cross-functional stakeholders

Responsibilities

• Support the development of the annual operating plan, monthly rolling forecasts, and long-range planning across revenue and cost centers
• Maintain and update dynamic financial models that incorporate revenue, margin, expenses, and operational KPIs
• Leverage historical data, operational KPIs, planning targets, and stakeholder inputs to forecast business unit income statements, cash flow, and balance sheet
• Partner with business stakeholders to plan and track key drivers like product performance, customer behavior, vendor costs, and labor efficiency
• Contribute to scenario planning and sensitivity analysis to support strategic decisions
• Analyze month-end financial results and deliver variance analysis vs. plan, forecast, and prior year
• Maintain and evolve monthly financial reporting packages that communicate key insights, opportunities, and risks
• Monitor and report on profitability by product category, channel, customer segment, and partnerships; identify margin leaks and provide recommendations
• Partner with marketing, merchandising, and operations to evaluate pricing, assortment, and promotional ROI
• Improve reporting efficiency and accuracy within Finance and support other teams by streamlining recurring deliverables where possible
• Collaborate with the BI/data team to request and validate new datasets
• Support special projects and ad hoc analyses to inform key decisions across the business
• Share best practices in Excel and modeling to help improve data fluency amongst your business partners

Preferred Qualifications

• Familiarity with Power BI or similar data visualization tools
• Exposure to NetSuite, Shopify, or SQL is a plus, but not required
• Understanding of unit economics, inventory planning, and gross margin in a retail or DTC environment

Benefits

• Outstanding company contribution towards employee premiums for Medical, Dental and Vision Insurance
• PTO
• 10 paid Company Holidays
• Company paid Life Insurance
• Company laptop
• Free monthly product allowance
• Employee discounts