Hybrid FP&A Analyst: Forecasting, Analytics & Strategy

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

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.