Senior Financial Analyst
Wellmore Holdings, United States
Job Description
About WellMore Holdings
WellMore Holdings owns and operates a portfolio of clean, fast-growing brands across several health and wellness categories, including sports nutrition, plant-based protein, collagen, teas, and superfoods. Owned by WM Partners, the WellMore portfolio of brands includes Vega, Great Lakes Wellness, Jade Leaf Matcha, and FGO (From Great Origins).
WellMore is committed to making clean, great-tasting products that improve the health and wellbeing of our consumers and the planet! It is the people that make us who we are: a diverse community of ambitious humans working tirelessly to make a positive impact on the planet, on people, and on the communities, we live in.
Location/Workplace
Hybrid - 2 days a week in Denver, USA or Vancouver, Canada required
About the Role
We are seeking a Sr. Financial Analyst to join our rapidly growing team at Wellmore. Combining an understanding of finance and using data to make-and-drive decisions, you will perform various financial planning and analysis processes to support key strategic decisions, drive growth for Wellmore’s brands, and ensure financial objectives are achieved. You will be involved in planning, reporting and analysis of COGS, SGamp;A etc, budgeting and forecasting and month end process. You will work cross functionality, represent finance in various settings and be involved in the decision-making process by providing data-driven recommendations to various business partners.
What You’ll Do
- Perform modeling and analytics required to synthesize large sets of data across different reporting platforms and produce concise outputs to convey recommendation and/or conclusions to stakeholders
- Providing Pamp;L reporting and analysis
- Support period close analysis and processes with reports update and analysis
- Support with financial modeling of new investment opportunities and deep dive analysis of existing initiatives
- Aid in the reporting and financial performance management frameworks for the business and help define key metrics and performance indicators to evaluate overall business performance
- Work cross-functionally to fully understand the business, its customers and overall operations
- Actively participate in the strategic planning, target setting, and annual planning processes
- Forecasting and Budgeting
- Develop, maintains and trains on forecasting and budgeting models and platforms
- Provide financial and analytical support for Management to fulfill forecasting, planning and reporting requirements
- Quantify opportunities and risks to forecast/budget
- Support assigned Managers in the control of departmental budget objectives as well as flagging variance, potential risks and opportunities
- Actively participate in annual plan development by providing relevant data, quantifying impacts of various programs/changes, running what if scenarios, making recommendations
- Reporting and Business Intelligence
- Prepares month end financial reports
- Develops/improves analytical tools and reports as needed
- Compiles and analyzes data on business risks and market opportunities; makes recommendations and takes steps to mitigate and reduce risks
- Builds detailed, clear models and presentations for use with management
- Supports design, maintenance and testing of Finance Dashboards and related automated reports to drive efficiencies
- Prepares monthly analysis and identifies key monthly margin drivers as well as a financial review of expenses for accuracy including the ability to identify a necessary re-class, coding mistake, or accrual
- Ability to data mine and manipulate data to transform it for analytical use, providing recommendations from results to solve business issues
- Responsible for financial modeling in a variety of areas needed to support financial needs, business requests and to drive improvements to profitability across the product portfolio
- Ad Hoc reporting and support as needed
- Effectively manage numerous projects at a given time in a fast-paced environment
Requirements
What We’re Looking For
- BA/BS degree in Finance, Accounting or Management
- 5+ years FPamp;A experience with solid understanding of GAAP and financial statements
- Advanced Excel (i.e. LOOKUP functions, pivot tables, etc.); an Excel test is included in the hiring process
- Experience with Netsuite, Adaptive, Tableau preferred
- Financial analysis and modeling skills, experience in forecasting, budgeting, variance analysis
- Experience with large data sets, multi-platform report development and analysis
- Ability to think creatively, self-start, work independently, deal with ambiguity, and