Financial Analyst Job at Baked By Melissa in New York

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.