Own and oversee the full revenue forecast process for Brokerage and Emerging Business units, including all related deliverables with minimal supervision.
Lead monthly forecast meetings with revenue leaders to ensure alignment, accuracy, and consistency across business units.
Develop and maintain advanced financial models and tools to support strategic planning and performance tracking.
Support quarterly board presentations with financial insights, forecasts, and variance analysis to help narrate the business story.
Act as a strategic partner to business unit leaders, providing proactive financial guidance and scenario planning.
Manage a high-volume task list with competing priorities, demonstrating exceptional time management and organizational skills.
Drive process improvements and automation across reporting and forecasting workflows.
Communicate proactively and consistently with cross-functional teams and senior leadership.
Mentor junior analysts and contribute to a culture of continuous learning and development.
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
4–6 years of progressive experience in FP&A, preferably in a high-growth or CPG environment.
Strong proficiency in accounting required.
Proven experience owning forecasts and presenting to senior leadership.
Advanced proficiency in Excel, PowerPoint, and financial planning tools (e.g., Adaptive Planning, Salesforce, Sage Intacct) or proven experience in learning new systems
Strong analytical skills with the ability to translate data into actionable insights.
Excellent communication and executive presence.
Highly organized, self-motivated, and able to manage multiple deadlines independently.
Demonstrated leadership and strategic thinking capabilities.
Benefits
16 days of PTO
11 paid company holidays per year
2 paid volunteer days per year
Bonus eligible
3 months fully paid parental leave (regardless of gender)
Medical, dental, and vision
Paid company life insurance
401k with company match
Summer hours (half day Fridays from Memorial Day thru Labor Day)
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