Senior Financial Planning Analyst

Sbhonline; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Sbhonline in New York, NY is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to support budgeting, forecasting, and robust financial reporting across divisions and brands. This role emphasizes automation, data accuracy, and strategic insights, collaborating with leadership to drive performance and operational decisions.

The ideal candidate will have strong Excel skills, experience with large datasets, and a passion for modernizing financial reporting through technology and process

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; equivalent practical experience considered.
• 5+ years FP&A, financial analysis, corporate finance, accounting, or related analytical finance role.
• 6+ years of experience preparing financial reports and management reporting.
• 5+ years of advanced Microsoft Excel experience with financial modeling, PivotTables, lookups, and data analysis.
• Experience in apparel, fashion, wholesale, retail, consumer products, or inventory-driven business preferred.
• Strong analytical, organizational, and problem-solving skills; excellent written and verbal communication.

Responsibilities

• Prepare recurring financial reports and analysis across divisions, brands, and departments.
• Analyze performance against budget, forecast, and prior-year results.
• Identify key trends, business drivers, risks, and opportunities.
• Develop management reports with clear, actionable financial insights.
• Present financial findings and recommendations to leadership.
• Support annual budgeting and ongoing forecasting processes.
• Maintain budget models, forecasting schedules, and reporting timelines.
• Improve budgeting tools, templates, and forecasting methodologies.
• Track sales performance against budgets, forecasts, and historical trends.
• Prepare recurring sales performance reports and dashboards.
• Identify pacing trends, revenue opportunities, and performance gaps.
• Partner with sales leadership to deliver actionable business insights.
• Support pricing, profitability, and revenue analysis initiatives.
• Modernize financial reporting processes and workflows; automate recurring reports.
• Develop standardized reporting templates and documentation.
• Assist with royalty reporting, financial modeling, and special projects.

Skills

Advanced Excel

Financial modeling

Data analysis

Cross-functional collaboration

Presentation skills

Attention to detail

Education

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

Tools

ERP systems

Business Intelligence platforms

Financial reporting tools

Job description

Senior Financial Planning & Analysis (FP&A) Analyst

Location: New York, NY
Employment Type: Full‑Time
Schedule: Monday through Friday – Standard Business Hours
Salary: Based on Experience

Position Overview

We are seeking a highly analytical and experienced Senior Financial Planning & Analysis (FP&A) Analyst to support and strengthen the company's financial planning, reporting, and analysis functions across multiple divisions, brands, and departments. This hands‑on role will partner closely with leadership to provide meaningful financial insights, drive budgeting and forecasting initiatives, improve reporting processes, and support strategic decision‑making.

The ideal candidate is exceptionally strong in Excel, comfortable working with large financial datasets, and passionate about modernizing financial reporting through technology, automation, and process improvement.

Key Responsibilities

Financial Reporting & Analysis

• Prepare recurring financial reports and analysis across divisions, brands, and departments.
• Analyze financial performance against budget, forecast, and prior‑year results.
• Identify key trends, business drivers, risks, and opportunities.
• Develop management reports that provide clear, actionable financial insights.
• Present financial findings and recommendations to leadership.

Budgeting & Forecasting

• Support the annual budgeting process and ongoing financial forecasting.
• Partner with finance, accounting, and department leaders to gather assumptions and validate financial data.
• Maintain budget models, forecasting schedules, and reporting timelines.
• Improve budgeting tools, templates, and forecasting methodologies.
• Ensure financial planning information remains accurate, organized, and readily accessible.

Sales & Business Performance Analysis

• Track sales performance against budgets, forecasts, and historical trends.
• Prepare recurring sales performance reports and dashboards.
• Identify pacing trends, revenue opportunities, and performance gaps.
• Partner with sales leadership to deliver actionable business insights.
• Support pricing, profitability, and revenue analysis initiatives.

Process Improvement & Financial Systems

• Improve and modernize financial reporting processes and workflows.
• Develop standardized reporting templates and documentation.
• Identify opportunities to automate recurring financial reports.
• Utilize technology and reporting tools to improve efficiency, visibility, and data accuracy.
• Support implementation and optimization of financial reporting systems.

Strategic Analysis & Business Partnership

• Perform ad hoc financial analyses and support strategic business initiatives.
• Partner with product development, operations, sales, accounting, and executive leadership.
• Assist with royalty reporting, financial modeling, profitability analysis, and special projects.
• Provide financial guidance to support business planning and operational decision‑making.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; equivalent practical experience considered.
• 5+ years of experience in FP&A, financial analysis, corporate finance, accounting, or a related analytical finance role.
• 6+ years of experience preparing financial reports and management reporting.
• 5+ years of advanced Microsoft Excel experience with expertise in financial modeling, reporting, PivotTables, lookups, and data analysis.
• Experience within apparel, fashion, wholesale, retail, consumer products, or another inventory‑driven business is strongly preferred.
• Strong experience with budgeting, forecasting, variance analysis, financial modeling, sales reporting, and management reporting.
• Experience with ERP systems, business intelligence platforms, or financial reporting tools is a plus.
• Strong analytical, organizational, and problem‑solving skills.
• Excellent written and verbal communication skills with the ability to present financial information to both finance and non‑finance audiences.

What We're Looking For

• Highly analytical with exceptional attention to detail.
• Advanced Excel user who enjoys working with large financial datasets.
• Hands‑on professional who takes ownership of financial reporting and analysis.
• Strong communicator capable of translating financial information into meaningful business insights.
• Organized, dependable, and able to manage recurring deadlines while maintaining accuracy.
• Tech‑forward mindset with an interest in automation, process improvement, and modern financial reporting tools.
• Solutions‑oriented professional who thrives in a fast‑paced, multi‑division business environment.