Senior Commercial FP&A Analyst

Kodiak Cakes, LLC

Park City (UT)

Hybrid

USD 85,000 - 100,000

Full time

7 days ago

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Benefits offered by this job

Health insurance

401(k) match

Wellness benefits

Relocation assistance

Annual Professional Development Stipem

Annual performance bonus

Employee Equity Plan

Casual dress code

Job summary

Kodiak Cakes, LLC seeks a Senior Commercial FP&A Analyst to support decision-making across category and sales finance. You will build and maintain financial models, forecasts, and reporting tools, translating results into actionable business recommendations for cross-functional teams.

The role partners with Sales, Marketing, Product Development, Operations, Accounting, and Finance to drive insights on profitability, trade, and growth opportunities.

Qualifications

Bachelor's degree in finance, accounting, economics, or quantitative field.
Experience building financial models, forecasts, and business cases.
Advanced Excel and PowerPoint skills; ability to present to non-finance partners.

Responsibilities

Develop and maintain category P&Ls, customer profitability views, and sales/trade reporting that explain performance against forecast, plan, and prior-year results.
Analyze revenue, cost of sales, margin, mix, pricing, trade, and operating-expense trends to identify key drivers, risks, and opportunities.
Build financial business cases for innovation and growth initiatives, including volume, revenue, trade, cost, margin, and ROI assumptions.
Partner with Sales on customer forecasting, trade analysis, promotional effectiveness, and customer profitability recommendations.
Support monthly close, forecasting, business reviews, AOP, and long-range planning by preparing variance analysis, forecast updates, and performance reporting.
Prepare concise financial presentations and reporting for business partners and senior leaders, connecting results to business drivers and recommended actions.
Improve recurring financial models, templates, dashboards, and reporting processes that support commercial decision-making.
Contribute to financial-system and data-source improvements by documenting requirements, validating outputs, and helping ensure reporting accuracy.

Skills

Advanced Excel

PowerPoint

Financial analysis

Communication of financial concepts

Cross-functional collaboration

Education

Bachelor's degree in finance/accounting/economics or related field

Tools

NetSuite

Vena

Blueplanner

Job description

Job Type: Full-Time, Salaried – Exempt- $85,000 - $100,000. Job Location: Kodiak HQ: Park City, Utah–On-Site / Hybrid

Individual base salary for this role ultimately will depend on numerous factors, including but not limited to experience, job-related skills, relevant education or training, certifications, etc. As such, pay for the successful candidate could fall anywhere within the stated range. Beyond base salary, we offer competitive health, dental, 401k, and wellness benefits beginning on the first day of employment. This role also is eligible to participate in Kodiak's annual discretionary bonus program, which is dependent on various factors, including individual and company performance.

Kodiak is seeking a Senior Commercial FP&A Analyst to support commercial finance decision-making across category and sales finance. This role builds and maintains financial models, forecasts, reporting tools, and business cases that help teams understand category performance, customer profitability, trade effectiveness, innovation opportunities, and planning assumptions. The role partners closely with Sales, Marketing, Product Development, Operations, Accounting, and Finance leaders to translate financial results into clear business recommendations.

What will you do?

Develop and maintain category P&Ls, customer profitability views, and sales/trade reporting that explain performance against forecast, plan, and prior-year results.
Analyze revenue, cost of sales, margin, mix, pricing, trade, and operating-expense trends to identify key drivers, risks, and opportunities.
Build financial business cases for innovation and growth initiatives, including volume, revenue, trade, cost, margin, and ROI assumptions.
Partner with Sales on customer forecasting, trade analysis, promotional effectiveness, and customer profitability recommendations.
Support monthly close, forecasting, business reviews, AOP, and long-range planning by preparing variance analysis, forecast updates, and performance reporting.
Prepare concise financial presentations and reporting for business partners and senior leaders, connecting results to business drivers and recommended actions.
Improve recurring financial models, templates, dashboards, and reporting processes that support commercial decision-making.
Contribute to financial-system and data-source improvements by documenting requirements, validating outputs, and helping ensure reporting accuracy.

You will bring the following capabilities to the role:

Ability to communicate and translate financial analysis and concepts clearly to non-finance stakeholders and align assumptions across cross-functional teams.
Manage recurring deadlines such as close, forecast, business reviews, annual planning, or long-range planning.
Work independently while aligning inputs, assumptions, and recommendations with cross-functional partners.
Attention to detail and data accuracy, especially when working with financial systems, reporting tools, and planning inputs.
Curiosity and problem-solving ability when investigating performance drivers or building analysis around new business questions.

Your experience should clearly demonstrate:

Robust FP&A, financial analysis, accounting, commercial finance, sales finance, or a related analytical finance role.
Bachelor's degree in finance, Accounting, Economics, another quantitative field, or equivalent practical experience.
Experience building financial models, forecasts, variance analyses, and business cases using complex data inputs.
Advanced Excel skills and strong PowerPoint/presentation skills; ability to turn analysis into clear business-facing materials.
Ability to analyze large datasets and explain performance drivers across revenue, trade, cost, margin, and operating expenses.
Experience using ERP, planning, or reporting systems; experience with NetSuite, Vena, or Blueplanner is preferred.

What else do I need to know?

This role is based in our headquarters near the ski slopes and mountain trails of Park City, Utah, where we have a hybrid work schedule. We offer competitive compensation and benefits that include: