Senior Financial Planning Analyst

THE PURPOSE: The Senior FP&A Analyst plays a critical role in financial planning, budgeting, forecasting, and strategic decision-making. This position is responsible for analyzing financial performance, preparing management reports, and providing insights that drive business growth. The ideal candidate will have strong analytical skills, a solid understanding of financial modeling, and experience with business intelligence tools.

THE ROLE (what you are accountable for)

1. Financial Planning, Budgeting & Forecasting

• Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning.
• Assist in rolling forward financial models and forecasts for the upcoming fiscal year.
• Update the 3-statement model, incorporating working capital calculations and debt schedules.
• Ensure forecasts align with financial targets and business objectives.

2. Reporting & Analysis

• Prepare weekly, monthly and quarterly financial reports, including P&L statements, balance sheets, and cash flow analysis.
• Conduct budget vs. actuals analysis, identifying key trends and variances.
• Update and maintain the Monthly Flash File, ensuring accurate financial summaries.
• Provide insights on sales and margin performance across different business channels.
• Support executive leadership with ad-hoc financial analysis to inform strategic decision-making.

3. Cash Flow & Capex Management

• Maintain the 13-week cash flow forecast, updating with actuals and providing projected views.
• Track and report capital expenditures, ensuring alignment with budgeted amounts.
• Prepare a monthly Capex Budget vs. Actuals report with commentary on variances.
• Develop and maintain a depreciation and amortization schedule using the waterfall approach.

4. Business Partnering & Stakeholder Management

• Collaborate with cross-functional teams including Finance, Marketing, IT, and Executive Leadership to ensure financial alignment.
• Work closely with Brand Marketing to track and analyze marketing spend versus forecast.
• Partner with Accounting to ensure accurate revenue recognition and cost allocations.
• Support department heads by reviewing departmental P&Ls and explaining financial performance.

5. Licensing & Revenue Recognition

• Coordinate invoicing with Accounting to ensure accurate revenue recognition.
• Prepare QTD and YTD revenue summaries for board reporting.
• Maintain and update financial trackers for licensing agreements and royalties.

6. Process Improvement & System Enhancements

• Identify opportunities to streamline financial reporting and forecasting processes.
• Maintain and improve financial models and reporting templates to enhance accuracy and efficiency.
• Implement best practices in data management and financial analysis.

YOU ARE

• Highly-driven, self starter able to manage competing priorities.
• Demonstrated experience in identifying, formulating, and solving problems.
• Ability to translate business problems into financial terms and communicate back recommendations to business partners.
• Resourceful and ability to operate in ambiguous environments

REQUIRED MINIMUM EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 4 years of experience in FP&A, financial modeling, or corporate finance.
• Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Looker, Power BI, Tableau).
• Ability to interpret complex financial data and provide actionable insights.
• Excellent communication and presentation skills.
• A self-starter with strong attention to detail and demonstrating problem-solving abilities.
• Ability to work in a fast-paced environment and manage multiple priorities.