ABOUT US
We're building the financial backbone for the most ambitious consumer brands in the country. Our firm combines McKinsey-level strategy, Big Four precision, and founder-grade hustle to serve e-commerce and CPG companies from startup to scale, and from zero to exit.
We strike the right balance between traditional accounting and embedded partnership. We work inside our clients' businesses, providing not just financial clarity but operational firepower to move fast, stay lean, and grow with confidence.
If you're looking to do the best work of your career — surrounded by smart, motivated, kind people — we'd love to meet you.
THE ROLE
We’re looking for an experienced Senior FP&A professional to work on building financial models, KPIs, forecasts, and operating budgets (annual, quarterly, monthly, weekly) for multiple clients. The FP&A professional should feel comfortable working with 8-10 clients at once and will report to a Finance Director leading those clients.
Must have experience in e-commerce, retail distribution and CPG verticals, and have a deep understanding of key performance metrics in these industries.
Must be available during standard business hours - Central Time and/or Eastern TIme Zones
RESPONSIBILITIES
Build and maintain demand planning financial models and operating models for clients, including 13 week cash flow and balance sheet.
Oversee and manage the creation and development of budgets
Review and evaluate client KPIs established by leadership teams; build dashboards
Performs variance and trend analysis for departmental expenses and strategic projects
Ensures data accuracy in financial models, ensuring alignment and reconciliation between managerial analysis and accounting books
Assists in the research, analysis, and compilation of data input to create appropriate data set for business plans/cases to address corporate initiatives
Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups)
Work closely with CFO and Controller internally to support client needs
Support ad-hoc reporting, projects and strategic initiatives
QUALIFICATIONS
8+ years of experience in financial planning and analysis. 5+ years financial modeling and cash forecasting experience is required.
BBA in Finance and/or Accounting. MBA is a plus.
Must have multi-client experience (ability to manage multiple clients at once)
Excellent analytical and communication skills
Synthesize meaningful themes from quantitative and qualitative data, and the ability to discuss these findings with senior management
Firm grasp of accounting principles and GAAP
Proactive, solutions-oriented and client-centric attitude
Experience using QBO and Xero. Experience in NetSuite is a plus
Advanced in: Excel, Google Sheets and Powerpoint
