Job Description

Position Summary:

The Senior Financial Analyst will serve as a key member of the Finance team, responsible for delivering insightful financial analysis, budgeting, forecasting, and performance reporting to drive strategic decisions. This individual must bring extensive experience across the full spectrum of FP&A, including P&L modeling, scenario analysis, board-level reporting, and operational KPI tracking. The ideal candidate is highly proficient in financial modeling, thrives in a fast-paced, evolving environment, and can effectively communicate insights to both executive leadership and private equity stakeholders.

Key Responsibilities:

• Lead the development of annual budgets, quarterly forecasts, and long-range financial models in partnership with business leaders.
• Build and maintain robust financial models that support scenario planning, investment analysis, pricing strategy, and expansion plans.
• Analyze performance trends, identify risks and opportunities, and deliver actionable insights to senior leadership and PE sponsors.
• Prepare monthly and quarterly reporting packages, including variance analysis vs. budget, forecast, and prior year.
• Support strategic initiatives such as new store openings, margin improvement programs, and product launches with financial impact assessments.
• Partner with Accounting to ensure accurate financial data, reconciliations, and timely reporting.
• Drive continuous improvement in reporting processes, tools, and dashboards; enhance data automation and visualization capabilities.
• Collaborate cross-functionally with Operations, Merchandising, Marketing, and HR to align financial plans with business goals.
• Support due diligence, board presentations, lender reporting, and other ad hoc analyses for the executive team and investors.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus).
• 5+ years of experience in FP&A, corporate finance, or strategic finance; preferably in retail, multi-unit, or PE-backed environments.
• Deep understanding of financial statements, unit economics, and key retail performance metrics (e.g., comp sales, gross margin, EBITDA, AOV).
• Advanced proficiency in Microsoft Excel and financial modeling; experience with FP&A tools (e.g., Adaptive Insights, Anaplan, Planful) preferred.
• Experience supporting board-level reporting, lender packages, and investor deliverables in a PE setting.
• Strong business acumen, problem-solving skills, and attention to detail.
• Excellent verbal and written communication skills; ability to synthesize complex data into clear and actionable insights.
• Proven ability to work independently in a fast-paced and high-growth environment.

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