Finance Associate

David; New York (NY); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Equity options

Health/vision/dental

4% 401(k) match

Gym expenses

Job summary

David, a growing consumer foods brand in New York City, is seeking a Finance Associate to own forecasting, budgeting, pricing, and go-to-market strategy. You will build demand models, translate insights into recommendations, and shape trade spend and product architecture to protect unit economics across channels.

You should have 2-4+ years in finance roles, advanced Excel and financial modeling skills, and the ability to turn data into actionable insights.

Qualifications

• 2-4+ years in investment banking, strategic finance, corporate finance, or FP&A.
• Expert Excel and financial modeling skills.
• CPG and/or inventory-based business experience is a plus.
• Ability to translate complex datasets into actionable insights and communicate them clearly.

Responsibilities

• Build and maintain retailer-level and product-level demand models with Retail and Marketing.
• Support P&L budgeting and re-forecasting with profitability analysis by retailer, product, and SKU.
• Determine optimal pricing across channels, retailers, products, and pack sizes.
• Evaluate trade spend architecture and promotional performance for high-return investments.
• Collaborate with cross-functional teams to surface opportunities across Supply Chain, Retail, and Marketing.

Skills

Financial modeling

Forecasting

Pricing strategy

Cross-functional collaboration

Data storytelling

Job description

David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable.

This is a rare opportunity to join a breakout food brand at a pivotal stage of growth. Led by CEO Peter Rahal, Cofounder and Former CEO of RXBAR, David is working to become the leading consumer food brand focused on high-protein foods in North America and beyond.

Role and Responsibilities:

As a Finance Associate, you will focus on forecasting, go-to-market strategy, budgeting, and pricing - developing demand models, shaping key financial assumptions, and determining optimal price and product architecture. You’ll also translate POS and shopper insights into recommendations that guide trade spend, retail strategy, and resource allocation to prioritize high-ROI opportunities and maintain strong unit economics across channels.

• Build and maintain retailer-level and product-level demand models, collaborating with Retail and Marketing to determine appropriate assumptions for a consolidated forecast
• Support the P&L budgeting and re-forecasting process by translating the demand forecast into detailed profitability analysis by retailer, product, and SKU
• Determine optimal pricing across channels, retailers, products and pack sizes by analyzing competitive context, retailer expectations, consumer value and margin implications
• Evaluate trade spend architecture and promotional performance across channels, assessing efficiency, lift, and incrementality vs. cannibalization to guide high-return retail and marketing investments
• Collaborate with cross-functional teams to analyze data and surface business opportunities across Supply Chain, Retail, and Marketing

What you’ll bring:

• 2-4+ years in investment banking, strategic finance, corporate finance, or FP&A
• Expert Excel and financial modeling skills
• CPG and / or inventory-based business experience a plus
• Ability to translate complex datasets into actionable insights and communicate them clearly
• Strong business judgement and the ability to partner effectively across several teams
• Strong sense of ownership and attention to detail
• High intellectual curiosity with excellent analytical thinking and problem-solving ability
• A collaborative mindset and enthusiasm for influencing business decisions with data
• Humble, self-aware, and curious
• A desire to help build an early-stage CPG company with a mission to create tools to increase muscle and decrease fat

Practicalities:

• This is a full-time, in-office role based in New York City. We work onsite five days a week- when the culture fits, it is fun to be in the office together.
• Salary: $130,000-$150,000 per year, inclusive of bonus.
• Company equity options.
• 100% covered Health, Vision, Dental Insurance.
• 401(k) with 4% match.
• Additional perks, such as covered gym expenses.