Role Summary

The Retail Finance Analyst sits at the intersection of Finance and Sales, owning analysis of trade spend, promotional performance, and customer-level profitability. This role supports key commercial decisions by evaluating the financial impact of pricing, promotions, and assortment across retail accounts.

This is a finance-first analytical role. While exposure to retail or marketing analytics is beneficial, success is defined by strong financial modeling capability, P&L ownership, and the ability to synthesize data into clear commercial recommendations.

Key Responsibilities

Trade Spend & Promotion Analysis

• Own tracking of trade spend versus plan and forecast
• Analyze promotional performance and ROI by customer, channel, and item
• Conduct post-promotional analysis to inform future trade strategy
• Partner with existing retail analytics resources to connect trade and marketing data with financial outcomes

Customer & Channel Profitability

• Support customer-level P&L analysis, including pricing, trade, and mix impacts
• Partner with Sales and Finance on forecasts, accruals, and variance analysis
• Identify margin improvement opportunities tied to pricing, promotions, and assortment

Financial Modeling & Decision Support

• Build and maintain financial models to support commercial decisions
• Translate retail and POS data into clear financial insights for leadership
• Support annual planning and in-year reforecasting
• Support broader FP&A initiatives including budgeting, forecasting, and scenario modeling as needed

Reporting & Data

• Develop standardized reporting to track key commercial KPIs
• Work with large datasets including POS, shipment, and trade data
• Improve data quality, reporting consistency, and analytical rigor

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 2+ years of experience in FP&A, investment banking, corporate finance, or commercial finance roles
• Strong Excel-based financial modeling skills
• Experience working with P&Ls, forecasts, and variance analysis
• Ability to communicate financial insights clearly to non-finance partners

Preferred Experience

• Experience supporting Sales or Commercial Marketing teams
• Exposure to trade promotion spend and retail economics
• Experience with POS or syndicated data (Nielsen, IRI, etc.)
• Background in a high-growth or entrepreneurial environment

Profile Indicators of Success

• Strong quantitative athlete with demonstrated financial modeling capability
• Intellectual curiosity and willingness to ask probing questions
• Ability to present complex financial analysis to non-financial stakeholders