Financial Planning & Analysis Analyst

MerchSource; Irvine (CA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

MerchSource is a rapidly growing consumer packaged goods company. The FP&A Analyst partners with Finance, Supply Chain, Product Development, and Operations to turn complex business data into actionable insights that improve profitability and efficiency.

The role supports strategic decision-making through financial analysis, forecasting, and process improvement, reporting to the Finance Manager and collaborating with senior leadership including the CFO and VP Finance.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, Statistics, Data Science, or related field.
• 2–4 years of finance, analytics, operations finance, or supply chain analytics experience.
• Advanced Microsoft Excel skills; 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.
• Candidates must live within 50 miles of Irvine, CA and be willing to commute to the office 4 days per week, remote on Fridays.

Responsibilities

• 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.
• 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.
• Monitor cash inflows and outflows to optimize working capital and maintain adequate liquidity.
• Support rolling 13-week cash flow forecasts, identifying risks and opportunities.
• Prepare 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 skills

Attention to detail

Cross-functional collaboration

Self-starter

Adaptability

Education

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

Tools

Excel

Domo

Power BI

Tableau

SQL

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.
• Candidates must live within 50 miles of Irvine, CA and be willing to commute to the office 4 days per week, remote on Fridays.
• We are not considering candidates who require visa sponsorship at this time.