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Role Description

The Senior Financial Analyst supports the full P&L for the Generous Brands beverage portfolio. This role serves as a key business partner to Marketing, Sales, R&D, Operations, and Supply Chain, providing financial insights that drive performance and strategic decision-making. This position plays a critical role in monthly forecasting and reporting, annual budgeting, and long-term financial planning, helping translate financial data into actionable business recommendations.

• Lead the monthly close and actualization process, including detailed P&L variance analysis, insights, and issue identification
• Own and support the monthly forecasting process, projecting and explaining financial performance on a rolling 18-month basis
• Support the development of the annual operating plan and long-range strategic plans
• Analyze complex financial data to identify trends, assess risks, and uncover growth or margin opportunities
• Prepare clear, concise reporting packages and presentations for leadership
• Develop financial models to support scenario planning, pricing analysis, and investment decisions

• Partner cross-functionally with Marketing, R&D, Sales, Operations, and Supply Chain to provide financial guidance on new initiatives, product launches, and promotional plans
• Support evaluation and modeling of savings initiatives, including labor efficiencies, strategic sourcing, and operational improvements
• Quantify ROI and financial impact of productivity and growth initiatives
• Provide proactive insights to influence decision-making and drive accountability to targets

• Identify opportunities to improve forecasting accuracy, reporting efficiency, and financial processes
• Enhance and maintain financial models and planning tools
• Support integration with the company’s business planning calendar
• Contribute to system enhancements and continuous improvement initiatives

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3–5 years of experience in financial planning & analysis, corporate finance, or related field

Requirements

• Strong analytical and problem-solving skills with the ability to interpret large datasets
• Ability to communicate financial concepts clearly and effectively to non-financial stakeholders
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Advanced Microsoft Excel skills (financial modeling, pivot tables, scenario analysis)
• High attention to detail and strong organizational skills
• Experience building and maintaining complex financial models
• Solid understanding of financial and management accounting principles

Preferred Qualifications

• Experience supporting a CPG or manufacturing business
• Experience partnering cross-functionally with commercial and operations teams
• Familiarity with ERP systems and financial planning tools
• MBA or CPA a plus

Benefits

• Medical, Dental & Vision
• Group Life and AD&D
• Voluntary Life and AD&D
• Group Short & Long-Term Disability
• 401(k)
• Paid Time Off
• Flexible Spending Accounts
• Employee Assistance Program
• Gym Membership Discounts