Financial Analyst, FP&A

Financial Analyst of Financial Planning & AnalysisHYBRIDSausalito, 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&AExperience 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.