Finance Analyst
Caliwater
N/A
Job Details
Full-time
Full Job Description
What We’re Looking For
We are looking for a highly motivated Finance Analyst to join our team. This is our first full-time finance hire. You will report directly to the President/COO, and work closely with leadership to identify gaps and opportunities by analyzing data, creating reports, and supporting high-level decision-making. You’ll provide data-driven recommendations to support new product launches, distribution expansions, and retailer partnerships.
This is a very hands-on role in a scrappy and rapidly growing company. If you’re highly skilled in Excel and enjoy the hustle of a start-up, we’d love to hear from you.
What We Offer
We’re a fast-growing, celebrity-backed startup redefining an emerging category. You’ll have the unique chance to collaborate directly with our founders and leadership team while making a tangible impact on our success. We are entrepreneurs, building a great company and are passionate about developing talent. Join us early, and grow your career as we scale!
What You'll Do:
- Analyze sales performance across grocery retailers and broker networks to identify trends, opportunities, and risks
- Develop and maintain reports to track sales metrics, distribution, and promotional effectiveness
- Analyze trade spend and promotional performance to optimize ROI
- Develop post-promotion analysis to guide future investment decisions
- Support budgeting, forecasting, and variance analysis to ensure financial goals are met
- Conduct cost analysis, margin analysis, and profitability reporting across product lines and retailers
- Evaluate broker network performance, including sales targets, account growth, and compliance with company initiatives
- Collaborate with brokers to ensure alignment on sales strategies and provide data-driven insights to enhance performance
- Create and maintain dashboards, reports and data visualizations to support sales, finance, marketing and operations
- Provide knowledge and understanding of business and financial impacts to leadership based on reporting
- Help solve problems and find ways to save money
Requirements
- At least 2 years experience in a finance or analyst role
- Expert-level Excel skills (we mean it—this is our main reporting tool)
- Comfortable working in a fast-paced, ever-changing environment
- Scrappy, aka comfortable working with imperfect or rapidly changing datasets
- Clear and effective communication; ability to communicate data to all levels of the team
- A love for numbers, details, and finding answers