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.
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.
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