Analyst – Financial Planning & Analysis Pragvo Advisors LLP

The Corporate Institute; United States; À distance; USD 90 000 - 130 000; Plein temps

Résumé du poste

The Corporate Institute is hiring an FP&A / Business Analyst to own forecasts, dashboards, and performance narratives across channels, products, and markets. You will partner with the Controller and outsourced CFO, driving insights that inform leadership decisions.

This builder's role offers latitude to design models, standardize definitions, and stand up analytics for a growing company, supporting finance and bookkeeping functions while collaborating with founders.

Qualifications

• 3-6 years in FP&A, business/financial analysis, or similar finance role.
• Retail and e-commerce experience across DTC, marketplace, and wholesale channels.

Responsabilités

• Own budgeting and rolling forecast development with insights to tighten forecasting and decision-making.
• Manage channel-level P&L and contribution margins for channels (Amazon, TikTok Shop, Shopify DTC, wholesale).
• Provide variance analysis (actual vs. budget vs. prior period) and narrative on drivers behind the numbers.
• Support monthly performance narrative and KPI dashboard development for board-visible finance deliverables.
• Support cash flow forecasting, including the 13-week rolling cash forecast and working-capital analysis.

Connaissances

Advanced Excel/Google Sheets

Financial modeling

GAAP knowledge

AI in finance

Strong written communication

Data extraction/reconciliation

Driver-based forecasting

Outils

Shopify

Amazon Seller Central

TikTok Shop

Looker/Power BI/Tableau

QuickBooks Online

Description du poste

FP&A / Business Analyst

The Role:

We are hiring an FP&A / Business Analyst to sit at the intersection of finance, accounting, and commercial strategy. You will own the numbers that tell us how the business is actually performing - by channel, by product, and by market - and turn them into forecasts, dashboards, and decisions. You will partner closely with the Controller and our outsourced CFO, and your analysis will be visible all the way up to the founders.

This is a builder's role. Our reporting infrastructure is still maturing, so you will have real latitude to design models, standardize definitions, and stand up the analytics that a company our size needs to run cleanly. It is an analytical role that works alongside and supports our existing bookkeeping function - not one that replaces it.

What You Will Do:

Financial Planning & Analysis:

• - Support annual budget and the rolling forecast development, adding insights to drive tighter forecasting and decision-making.
• - Manage channel-level P&L production from the outsourced accounting team (Amazon, TikTok Shop, Shopify DTC, and wholesale) down to contribution margin, so we understand true profitability per channel rather than blended averages.
• - Provide variance analysis (actual vs. budget vs. prior period) narrative on the why behind the numbers, not just the what.
• - Support the monthly performance narrative and the KPI dashboard build - the core board-visible finance deliverables - and continuously improve how we visualize and communicate them.
• - Support cash flow forecasting, including the 13-week rolling cash forecast and working-capital analysis (DSO, DPO, DIO).

Accounting Support:

• - Work alongside our existing bookkeepers to assist with the monthly close - supporting reconciliations, tie-outs, and flagging discrepancies rather than owning the books.
• - Reconcile data between our operating platforms (Shopify, Amazon, TikTok Shop, retail portals) and the general ledger, and help investigate variances.
• - Help maintain data integrity and consistent definitions across our finance and operating systems.
• - Provide supporting analysis and data pulls for sales tax, marketplace facilitator, and multi-jurisdiction compliance as we scale across US states and international markets.

Business & Commercial Analysis:

• - Analyze marketing and media-mix performance in partnership with the growth team; connect ad spend to blended and channel-level returns.
• - Align with growth team to model unit economics and the marketing P&L: MER, new-customer acquisition cost (NCPA), AOV, contribution margin, and LTV, and surface the trade-offs between them.
• - Build the financial case for expansion decisions - new marketplaces, new geographies (Canada, EU), new retail accounts.
• - Support inventory and demand planning with sell-through analysis, forecasting, and margin impact of promotions and markdowns.
• - Own retail/wholesale analytics for our big-box retail accounts: track sell-in vs. sell-through, chargebacks and deductions, fill rates, and account-level profitability.
• - Deliver ad hoc analysis and decision support for the Controller, CFO, and founders.

What You Bring:

Required:

• - 3 - 6 years of experience in FP&A, business/financial analysis, or a comparable finance role.
• - Retail and e-commerce experience - you understand how DTC, marketplace, and wholesale channels differ economically and operationally.
• - Solid accounting foundation - comfortable with GAAP fundamentals, the month-end close, and reading a full set of financials. Prior or current Sr. Accountant or controllership-adjacent experience is a strong plus.
• - Advanced Excel/Google Sheets and financial modeling skills (you can build a driver-based model from scratch).
• - Hands-on experience with QuickBooks (Online preferred).
• - Platform fluency across Shopify, Amazon (Seller and/or Vendor Central), and TikTok Shop - you know where the data lives and how to pull and reconcile it.
• - Experience with major big-box / national retail wholesale accounts, including their vendor systems and retailer portals, and the mechanics of deductions, chargebacks, and sell-through reporting.
• - AI fluency - you actively use AI tools (e.g., ChatGPT, Claude, or similar) in day-to-day finance work: drafting analysis and commentary, building and debugging models and formulas, cleaning and reconciling data, and speeding up recurring reporting. You treat AI as a force multiplier across the responsibilities above, with the judgment to sanity-check its output before it reaches a decision-maker.
• - Strong written communication - you can translate a spreadsheet into a one-paragraph story an executive will actually read.

Preferred / Nice to Have:

• - Consumer products, home goods, or bedding/textiles industry experience.
• - Experience in a multi-channel or omnichannel operating environment.
• - BI and data tooling: SQL, Looker/Power BI/Tableau, or similar.
• - Exposure to marketplace and DTC analytics platforms (e.g., Triple Whale, Northbeam, or in-house attribution).
• - Familiarity with inventory/demand planning and 3PL or supply-chain data.
• - Experience supporting international expansion (VAT/GST, multi-currency, cross-border logistics).
• - Comfort in a lean, fast-moving environment where you build the process as you go.

Why This Role:

You will be a linchpin of a growing finance team with a direct line to leadership and a genuine seat at the table on commercial decisions. If you want to see the full picture of a modern omnichannel consumer brand - and build the systems that let a company scale from mid-size to national retail - this is that role.