Senior Analyst - Business Operations
Owns portfolio of enterprise CPG accounts, provides strategic advisory on business processes, leads onboarding and implementation, and shapes product roadmap by translating customer workflows into features. Requires 2+ years in consulting, IB, PE, or CPG finance; strong problem-solving and communication skills.
About the job
What You'll Do
Strategic Advisory & Customer Success
- Own a portfolio of enterprise CPG accounts, serving as a trusted advisor on business process optimization, software adoption, and long-term value realization
- Lead onboarding, implementation, and training to ensure customers go live quickly and successfully
- Build deep relationships with senior stakeholders — from finance directors to COOs — and maintain high retention and expansion rates across your book of business
- Proactively identify risks, surface solutions, and ensure customers see measurable business impact
Shape the Product
- Translate complex workflows (forecasting, trade promotion, AOPs, retail accounting) into clear product requirements
- Partner with product and engineering to prioritize features based on customer needs and market gaps
- Act as the voice of the customer internally, ensuring what we build maps to real-world use
What We're Looking For
Required
- 2+ years of experience in management consulting, investment banking, private equity, or CPG finance
- Strong problem-solving skills and ability to structure ambiguous problems
- Excellent communication skills across technical and non-technical audiences
- High ownership mindset with ability to execute end-to-end
- Willingness to work in-office in NYC 5 days/week
Nice to Have
- Experience in CPG, retail, or consumer finance
- Familiarity with forecasting, AOPs, or financial planning workflows
- Knowledge of syndicated data (Circana, Nielsen, SPINS)
- Exposure to trade promotion management or CPG accounting
- Experience working closely with product or engineering teams
Compensation
- $100k–$130k + Benefits + Meaningful Equity (0.06%–0.085%)
Skills
Cpg Finance, Forecasting, Trade Promotion Management, Financial Planning, Aops, Retail Accounting, Circana, Nielsen, Spins, Problem-Solving, Customer Success, Product Requirements
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