Financial Planning & Analysis Analyst

MerchSource, LLC; Irvine (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

MerchSource, LLC is seeking a Financial Planning & Analysis Analyst in Irvine, CA. You will partner with Finance, Supply Chain, Product Development, and Operations to transform data into insights that improve profitability and efficiency.

This is a full-time role reporting to the Finance Manager and engaging with executive leadership to support strategic decision-making through financial analysis, forecasting, and process improvement.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, Statistics, Data Science, or a related field.
• 2–4 years of experience in finance, business analytics, operations finance, or supply chain analytics.
• Advanced Microsoft Excel skills required; experience with Domo, Power BI, Tableau, SQL, or similar analytics tools is highly preferred.
• Strong analytical and critical thinking skills with the ability to translate complex data into actionable business recommendations.
• Excellent communication skills with the ability to present findings to executive leadership.
• Highly organized with exceptional attention to detail and accuracy.
• Comfortable working in a fast-paced, entrepreneurial environment while managing multiple priorities.
• Self-starter with a continuous improvement mindset and strong cross-functional collaboration skills.

Responsibilities

• Analytics & Reporting
• Analyze customer, product, category, and operational data to identify trends, risks, and opportunities.
• Develop executive-level dashboards and reporting that communicate key business drivers and actionable insights.
• Present findings and recommendations to Finance.
• Perform ad hoc financial analysis and strategic projects for senior leadership.
• Forecasting & Modeling
• Build and maintain financial and operational models to support sales forecasting, OpEx forecasting, cost analysis, inventory planning, and logistics optimization.
• Identify opportunities to improve profitability through scenario analysis and operational cost modeling.
• Treasury
• Monitor cash inflows and outflows to optimize working capital and maintain adequate liquidity.
• Support rolling 13-week cash flow forecasts, identifying risks and opportunities.
• Preparing borrowing base certificates (BBCs), compliance certificates, and other lender reporting requirements.
• Assist in coordinated AP activities.
• Identify and implement opportunities to leverage AI, automation, and advanced analytics to improve reporting, forecasting, and business processes.

Skills

Analytical thinking

Communication

Cross-functional collaboration

Financial analysis

Forecasting & modeling

Education

Bachelor's degree in Finance, Accounting, Business, Economics, Statistics, Data Science, or related field

Tools

Excel

Domo

Power BI

Tableau

SQL

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Planning & Analysis Analyst

Full Time Irvine, CA, US

23 days ago Requisition ID: 1016

Salary Range: $70,000.00 To $90,000.00 Annually

Job Description

Job Summary: MerchSource is a rapidly growing and fast-paced consumer packaged goods company with long-standing relationships with the world’s largest retailers. The FP&A Analyst partners with Finance, Supply Chain, Product Development, and Operations to turn complex business data into actionable insights that improve profitability, operational efficiency, and customer experience. This role reports to the Finance Manager and regularly partners with executive leadership, including the VP Finance, CFO, COO, and Chief Supply Chain Officer, to support strategic decision-making through financial analysis, forecasting, and process improvement.

Responsibilities:

Analytics & Reporting

• Analyze customer, product, category, and operational data to identify trends, risks, and opportunities.
• Develop executive-level dashboards and reporting that communicate key business drivers and actionable insights.
• Present findings and recommendations to Finance.
• Perform ad hoc financial analysis and strategic projects for senior leadership.

Forecasting & Modeling

• Build and maintain financial and operational models to support sales forecasting, OpEx forecasting, cost analysis, inventory planning, and logistics optimization.
• Identify opportunities to improve profitability through scenario analysis and operational cost modeling.

Treasury

• Monitor cash inflows and outflows to optimize working capital and maintain adequate liquidity.
• Support rolling 13-week cash flow forecasts, identifying risks and opportunities.
• Preparing borrowing base certificates (BBCs), compliance certificates, and other lender reporting requirements.
• Assist in coordinated AP activities.
• Identify and implement opportunities to leverage AI, automation, and advanced analytics to improve reporting, forecasting, and business processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, Statistics, Data Science, or a related field.
• 2–4 years of experience in finance, business analytics, operations finance, or supply chain analytics.
• Advanced Microsoft Excel skills required; experience with Domo, Power BI, Tableau, SQL, or similar analytics tools is highly preferred.
• Strong analytical and critical thinking skills with the ability to translate complex data into actionable business recommendations.
• Excellent communication skills with the ability to present findings to executive leadership.
• Highly organized with exceptional attention to detail and accuracy.
• Comfortable working in a fast-paced, entrepreneurial environment while managing multiple priorities.
• Self-starter with a continuous improvement mindset and strong cross-functional collaboration skills.