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InstacartInstacartUnited States

Senior Financial Analyst, Retailer

Senior Financial Analyst supporting retailer partnerships through deal modeling, forecasting, and cross-functional financial strategy. Requires 4+ years in strategic finance or related fields, strong Excel/SQL skills, and bachelor's degree.

127k – 161k/yr
Remote4+ YOEFinance & Accounting

About the role

About the Job

  • Own end-to-end financial modeling for retailer partnerships, including pricing strategies, incentive structures, unit economics, and ROI analyses with scenario and sensitivity testing.
  • Partner with Retail Partnerships and Deal Desk to translate strategy into clear financial outcomes; support negotiations with data-driven recommendations and crisp trade-off frameworks.
  • Build and maintain driver-based forecasts for a portfolio of retailer deals; establish KPIs, track performance vs. plan, and surface insights that improve margin and payback.
  • Design and standardize scalable templates, playbooks, and dashboards that streamline diligence, approval, and post-close performance management.
  • Create executive-ready materials—models, memos, and presentations—that distill complex analyses into clear narratives and decisions.
  • Collaborate cross-functionally with Data Science, Accounting, Revenue Operations, and Legal to ensure operational feasibility, policy alignment, and accurate financial treatment.

About You

Minimum Qualifications

  • 4+ years of experience in Strategic Finance, FP&A, Investment Banking, Private Equity, or Management Consulting supporting commercial deals or growth initiatives in technology, e-commerce, marketplace, logistics, or retail.
  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related quantitative field.
  • Advanced financial modeling skills in Excel/Google Sheets, including driver-based models, cohort and retention analysis, and scenario/sensitivity analysis.
  • Proficiency in SQL for self-serve analysis and experience with a BI tool (e.g., Looker or Tableau).
  • Demonstrated experience evaluating or structuring commercial partnerships or contracts (pricing, unit economics, and ROI modeling) and presenting recommendations to senior stakeholders.

Preferred Qualifications

  • Experience with marketplace or retailer/CPG partnerships and multi-sided platform economics.
  • Hands-on collaboration with Sales/Partnerships and Legal on deal terms (e.g., volume commitments, incentives, performance SLAs).
  • Familiarity with revenue recognition concepts (e.g., ASC 606) and how contract structures impact financial treatment.
  • Experience building dashboards in Looker/Tableau and automating workflows with SQL or Python.
  • MBA, CFA, or CPA.

Skills

ExcelGoogle SheetsSQLLookerTableauFinancial ModelingFP&AROI AnalysisScenario AnalysisSensitivity Analysis

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