Financial Analyst, FP&A

Financial Analyst, FP&A at Serena & Lily Financial Analyst, FP&A at Serena & Lily in San Mateo, California Posted in 15 days ago.

Type:

full-time

Job Description:

Financial Analyst of Financial Planning & Analysis HYBRID Sausalito, CA Summary of Role:

Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Financial Analyst of Financial Planning & Analysis to join our team. Reporting directly to the VP of Finance, this fast-paced position provides an outstanding opportunity to understand and influence our retail and e-commerce business. The position will be responsible for providing support to enable business partners and executive leadership to make timely and informed decisions and achieve desired financial results.

Responsibilities:

Budgeting & Forecasting:

Lead analysis to support the development and maintenance of the company budget.

Reporting:

Create and maintain dashboards for monthly financial package to Board of Directors and weekly internal meetings.

Cross-Functional Analysis:

Prepare and present analysis highlighting key trends and insights across functional areas. Support business partners by developing reporting to help manage and track performance to goals.

Key Performance Indicators:

Monitor, analyze and report on financial KPIs.

Efficiency:

Identify and dig into opportunities to improve the team's processes.

Qualifications:

Bachelor's degree in Finance, Accounting, or a related field Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A Experience in the consumer retail or e-commerce industry Proficiency in Microsoft Office with focus on Excel (advanced functions, pivot tables, etc.) Experience with NetSuite or other ERP solution (budgeting and planning modules preferred)

Skills and Competencies:

Analytical Skills:

Ability to analyze complex financial data and identify key trends and insights.

Intellectual curiosity:

A desire to learn and understand the business and its drivers.

Communication Skills:

Excellent written and verbal communication skills, with the ability to communicate complex information clearly and concisely to finance and non-finance stakeholders. Attention to

Detail:

Meticulous approach to work, with a focus on accuracy and data integrity. Ability to work independently and as part of a team: Collaborative and team-oriented mindset.

Adaptability/Flexibility:

Ability to work in a fast-paced environment and manage changing priorities.

COMPENSATION

$105-125k per year is the anticipated target base pay for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills. Employees (and their families) are covered by medical, dental, vision, and basic life insurance should they choose to participate in Serena & Lily's benefits. Employees can enroll in our company's 401k plan. During the first year of employment, full-time employees accrue twenty-one days of PTO and seven paid holidays throughout the year.