Baked by Melissa
Financial Analyst
Baked by Melissa, New York, New York, us, 10261
Department: Finance
Location: Corporate Office; New York, New York.
Reports To: Manager, Business Planning & Analysis
Baked by Melissa is looking for a dynamic, driven and action-oriented individual to join the team as a Financial Analyst. This role presents an exciting opportunity for a talented, high potential individual to play a key role in further developing our BP&A function and providing our business with actionable insights to enable informed decision-making across all functions.
This role fosters the financial health of Baked by Melissa by tracking performance metrics, creating financial models/projections for both short- and long-term business and financial goals, and monitoring ongoing progress. This role will also build different analyses to serve as a basis for strategic decision-making.
What You'll Do
Analyze historical and current financial data to understand trends, assess risks, and project future performance. Develop and utilize management reporting tools to enable effective KPI tracking in areas including weekly sales reporting, departmental/product profitability, and cost management. Provide actionable and clear analytical insights to key stakeholders across all areas of the business to improve performance. Produce executive summaries & presentations including business performance reviews, forecast updates, and board summaries. Produce monthly management reports following the month-end close, ensuring reporting is accurate and submitted within required deadlines. Support the quarterly forecast update and annual budgeting processes. Collaborate with the leadership team to manage and maintain our data infrastructure and financial reporting tools. Other duties/projects may be assigned. What We're Looking For
Must be comfortable working with large data sets and building/manipulating models. High level of attention to detail and accuracy, an analytical mindset with a strong numerical aptitude and problem-solving skills. Ability to work efficiently, independently, and manage multiple projects simultaneously while under tight deadlines. Ability to communicate complex analyses to the wider organization and build excitement and buy-in to findings. Must be a team player, able to collaborate across departmental divisions. • Excellent reporting, presenting, verbal and written communication skills. • Ability to maintain a positive, enthusiastic, and energetic demeanor under pressure. • Basic understanding of profit & loss statements and financial KPIs (revenue, gross profit, fixed/variable expenses, EBITDA.) Qualifications
Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field. 2+ years of experience in Finance or a related analytical field. Highly proficient use of analytics and reporting tools. Data visualization and dashboard experience. Advanced proficiency with Microsoft Office Suite - Excel, Word, and PowerPoint. • Experience with Sage X3 (ERP), Sage SEI, Magento BI, Google Analytics, and Shopify preferred but not required.
Location: Corporate Office; New York, New York.
Reports To: Manager, Business Planning & Analysis
Baked by Melissa is looking for a dynamic, driven and action-oriented individual to join the team as a Financial Analyst. This role presents an exciting opportunity for a talented, high potential individual to play a key role in further developing our BP&A function and providing our business with actionable insights to enable informed decision-making across all functions.
This role fosters the financial health of Baked by Melissa by tracking performance metrics, creating financial models/projections for both short- and long-term business and financial goals, and monitoring ongoing progress. This role will also build different analyses to serve as a basis for strategic decision-making.
What You'll Do
Analyze historical and current financial data to understand trends, assess risks, and project future performance. Develop and utilize management reporting tools to enable effective KPI tracking in areas including weekly sales reporting, departmental/product profitability, and cost management. Provide actionable and clear analytical insights to key stakeholders across all areas of the business to improve performance. Produce executive summaries & presentations including business performance reviews, forecast updates, and board summaries. Produce monthly management reports following the month-end close, ensuring reporting is accurate and submitted within required deadlines. Support the quarterly forecast update and annual budgeting processes. Collaborate with the leadership team to manage and maintain our data infrastructure and financial reporting tools. Other duties/projects may be assigned. What We're Looking For
Must be comfortable working with large data sets and building/manipulating models. High level of attention to detail and accuracy, an analytical mindset with a strong numerical aptitude and problem-solving skills. Ability to work efficiently, independently, and manage multiple projects simultaneously while under tight deadlines. Ability to communicate complex analyses to the wider organization and build excitement and buy-in to findings. Must be a team player, able to collaborate across departmental divisions. • Excellent reporting, presenting, verbal and written communication skills. • Ability to maintain a positive, enthusiastic, and energetic demeanor under pressure. • Basic understanding of profit & loss statements and financial KPIs (revenue, gross profit, fixed/variable expenses, EBITDA.) Qualifications
Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field. 2+ years of experience in Finance or a related analytical field. Highly proficient use of analytics and reporting tools. Data visualization and dashboard experience. Advanced proficiency with Microsoft Office Suite - Excel, Word, and PowerPoint. • Experience with Sage X3 (ERP), Sage SEI, Magento BI, Google Analytics, and Shopify preferred but not required.