Financial Planning & Analysis Analyst

We’re Looking For A:  Financial Planning & Analysis Analyst to work closely with the Senior Finance Manager and the accounting team to provide data-driven analysis and update monthly reports. A successful candidate is detail-oriented, with an analytical mind, and problem-solving skills, eager to learn and thrive in a fast-paced environment.

Location: Woodland Hills, CA (Hybrid) - willing to come into office once a week

What You’ll Be Doing:

• Contribute to Five-Year Forecasting: Support the development of the company's five-year forecast by providing analytical insights and assisting in the forecasting process.
• Update and Analyze Actuals for Forecasting: Regularly update the company's forecast with actual financial data and offer insights on variances, contributing to a more accurate and dynamic forecasting model. 
• Assist in Annual Budget Processes: Play a key role in the annual budgeting process, contributing to the formulation, tracking, and actualization of budgets across CAPEX, OPEX, and Department P&Ls. 
• Maintain and Enhance Monthly Financial Reporting: Ensure the timely and accurate maintenance of monthly financial reporting for business units and management. This includes segment financials, key metrics, and detailed budget vs. actuals at the departmental level. 
• Detailed Margin Analysis Oversight: Oversee the monthly maintenance and update of detailed margin analysis, providing summarized information to facilitate informed decision-making.
• Collaborate with Accounting Team: Work closely with the Accounting team on various financial aspects, including budget vs. actuals analyses, flux analysis, and other collaborative efforts to ensure financial accuracy and compliance. 
• Conduct Ad Hoc Financial Analyses: Perform ad hoc financial analyses and root cause investigations as needed, responding to inquiries and providing valuable financial insights to support decision-making. 
• Automation for Accuracy and Efficiency: Identify opportunities and implement automation in reporting processes to enhance accuracy and efficiency, streamlining financial reporting tasks wherever possible. 
• Cross-Departmental Collaboration: Collaborate with other departments to understand their financial needs and challenges, fostering effective communication and alignment between financial goals and operational objectives.

Preferred Qualifications (Note: These are preferred and not required. We strongly encourage you to apply even if you don’t tick ALL of these boxes.):

• 3 years of corporate FP&A experience 
• Financial Statement Analysis Expertise: Proficient in analyzing financial statements including the Balance Sheet, Income Statement, and Cash Flow, with a keen understanding of the interrelationships among these statements. 
• Advanced Excel & Google Sheets Proficiency: Demonstrated skills in Excel and Google Sheets, including financial modeling capabilities and experience with ERP support systems.
• Ownership Mentality: Exhibits a strong sense of ownership and accountability for tasks and projects, taking responsibility for delivering high-quality work consistently. 
• Critical Thinking and Application: Possesses strong critical thinking abilities, capable of applying accounting knowledge effectively to reporting, analysis, and novel situations, ensuring accurate and insightful outcomes. 
• Adaptability in High-Growth Environments: Displays a strong desire to thrive and learn within a fast-paced, high-growth work environment, demonstrating flexibility and adaptability to evolving challenges. 
• Proficiency with Large Data Sets: Skilled in working with large data sets, utilizing analytical tools and methodologies to derive meaningful insights and support informed decision making.
• E-Commerce, CPG, and fast-paced startup environments.
• Proficiency with Excel, some experience in financial modeling preferred.
• Experience working with ERP support systems, NetSuite, Tableau, Salesforce, and large data sets preferred.
• Bachelor’s degree in finance, Accounting, Economics, Business, or equivalent. Degree in Finance, Accounting, Economics, Business, or equivalent preferred.

Golden Perks & Benefits: 

• Comprehensive healthcare coverage – We cover 100% of premiums for medical, dental, and vision plans for employee-only plans.
• Through our charity sponsorships, you can make a positive impact on communities worldwide. We’ve donated over $6.1 million to date. 
• We match up to 3.5% of your 401k contributions, ensuring your retirement savings grow alongside your career. 
• 6 paid sick and mental health days, an Employee Assistance Program, free weekly yoga and meditation classes, and additional mental health benefits, because we take a holistic approach to your well-being.
• Invest in your future with our Employee Stock Ownership Plan, where company contributions fund your retirement plan with company stock. Learn more.
• Professional development opportunities with mentorship, continuous learning programs, and performance-based pay increases, empowering you to progress and excel in your career. 
• Tuition reimbursement program, which reimburses eligible tuition expenses up to specified amounts, empowering you to invest in your ongoing growth and development. 
• Work towards our collective goals and earn up to 2 extra weeks of pay each month, based on the achievement of KPIs. 
• Celebrate your accomplishments with our Win of the Week, Spot Bonus, Work Anniversary, and Shout-Outs programs, where your hard work is not only valued but also acknowledged and rewarded. 
• Reimbursements for a portion of personal cell phone and internet usage for eligible employees. 
• For those coming into our Woodland Hills, CA office, you’ll find a fully stocked kitchen and a free on-site gym. 
• Virtual and in-person company events, like our annual holiday party, happy hours, and virtual cooking nights, designed to cultivate connections and enhance work-life balance.

To read more about our Perks & Benefits, click here.

The base salary range for this position is $70,000.00 - $95,000.00, plus annual & monthly KPI bonus potential.
Salary is based on a wide range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geographical location.