Job Description
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!
Job Tags
Holiday work, Full time, Flexible hours,