FINANCIAL ANALYST
Torrance, CA, United States
Job Details
Job Location
Remote - Torrance, CA
Remote Type
Fully Remote
Description
Job Description
Health-Ade's Financial Analyst is responsible for management reporting and analysis for the FP&A team. This person is passionate about predicting the future of the business, and working closely with the Sales, Marketing, and Business Insights teams. The Financial Analyst will own the company's primary volume forecast, including related reporting and forecast accuracy analyses, and this responsibility will give this role impact across the company. This position is highly cross-functional, assisting with goal setting across Sales and Marketing, tracking and budgeting trade spend, pricing and deal support analytics, and management reporting. The analyst will work closely with the Finance Manager, supporting analysis across Sales, Marketing, Operations, and Finance.
Roles and Responsibilities
Manage a 2-year rolling forecast of all sales accounts, SKUs, and promotional lifts, directly guiding financial, purchasing, and production capacity decisions
Work closely with Sales Operations and Production Planning to inform and advise production and purchasing within our Just Food ERP
Analyze forecast accuracy by account and pack type to improve our forecasting process and drive confidence in the forecast
Optimize inventory levels through a deep understanding of our forecast variance and sales order volatility
Perform a variety of analyses to determine the impact of management decisions on the financial health of the company
Track projected discount and allowance spend; provides reporting to Sales to help guide strategy
Partners with Business Insights and Sales to guide promotional strategy from a financial standpoint; runs ROI analyses, sets promotional guardrails and standards, and advises on allocation of trade spend across accounts and regions
Assist with annual and quarterly goal setting and tracking
Prepare regular management reporting on forecast vs goal variance, our latest annual estimate, and strategy to drive incremental growth
Collaborate with the Business Intelligence team to ensure data integrity and proactive business reporting via Domo
Qualifications
Job Requirements
Bachelor's degree in Finance/Accounting/Economics
Experience in beverage / food / consumer products preferred
1+ years in an analytics-heavy role
Previous support of or experience in Sales/Marketing preferred
Strong planning, analytical, and problem-solving skills, including quantitative modeling experience
Strong attention-to-detail
Ability to live and breathe in Excel is a must; prior experience with data analytics platform Domo is a plus
Entrepreneurial work ethic, integrity, initiative, and can-do attitude
Excellent communication while working in a continuously evolving organization
Experience supporting budgeting, forecasting, and variance analysis is a plus
Self-motivated and team-spirited
Willingness and openness to receive constructive feedback positively
Dynamic communicator, able to use data to make a compelling argument
Entrepreneurial and adaptable to changing environments
Intellectually curious, innovative, and resourceful not afraid to ask questions
Health-Ades mission is to help everyone live their happiest and healthiest life. We authentically celebrate and value diversity, equality, inclusion, and belongingness. As a whole-heartedly committed equal opportunity employer, we remain true to our mission by ensuring that differences are embraced and celebrated.
COMPENSATION : At Health-Ade, we know our strongest assets are our people, and we recognize our total compensation package is a huge factor in how you are recognized for the impact you have on the company reaching its goals. For this role, the estimated base salary range is between $75,000-$85,000. The actual base salary will vary based on various factors, such as market location, level of experience, and job-related knowledge, skills, and experience. This role will remain posted until filled.
BENEFITS : As a full-time employee, Health-Ade offers a wide-range of benefits which include, but are not limited to:
BonusEligible
Equity Units
Paid Time Off
13 Paid Company Holidays+ Paid Holiday Break
Medical, Dental, and Vision Benefits
Flexible Spending Account & Commuter Benefits
401(k) with100% Vested Employer Match
Paid Parental Leave
Life/AD&D Insurance
Wellness & Tech perks
Kombucha!
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