Senior FP&A Lead for AI-Driven Wholesale Growth

Overjoy; New York (NY); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

Free lunch

Career growth opportunities

Job summary

Overjoy, an AI-native sales company for SMBs, is seeking a senior finance operator to own financial models, forecasts, and decision support for customer engagements in New York City. You will collaborate with product and engineering to build AI-assisted workflows and enable data-driven growth decisions with founders and finance leaders.

You will lead integrated P&L and cash-flow forecasting, analyze profitability, and ensure accurate, auditable financial planning supporting inventory, hiring,

Qualifications

• 6+ years in FP&A, strategic finance, or finance consulting.
• Strong command of financial statements, working capital, cash forecasting, and unit economics; advanced Excel or Google Sheets skills.
• Experience supporting consumer brands, retail, wholesale, or another inventory-intensive business.
• Ability to work with imperfect accounting data and explain financial tradeoffs clearly to non-finance leaders.
• Hands-on use of AI or automation to improve a financial workflow, with a disciplined approach to checking accuracy.

Responsibilities

• Lead customer discovery to understand business drivers, financial systems, reporting gaps, and the decisions that matter most.
• Build and maintain integrated P&L, balance sheet, and cash-flow forecasts, including rolling cash forecasts and scenarios for growth, hiring, and inventory investment.
• Analyze customer, channel, and SKU profitability, accounting for trade spend, deductions, returns, fulfillment costs, and payment terms.
• Reconcile source data, document model assumptions, and turn actual-versus-plan results into clear recommendations for founders and finance leaders.
• Design and test AI-assisted reporting, variance analysis, and forecasting workflows with engineering; validate calculations and keep material financial decisions subject to human review.
• Own delivery and adoption across customer engagements, measuring reporting time, forecast accuracy, and visibility into working capital; turn recurring needs into reusable models and product requirements.

Skills

FP&A

Advanced Excel/Sheets

Consumer brands experience

AI/automation in finance

Non-finance communication

Tools

NetSuite

QuickBooks

Planning platforms

SQL

BI tools

Job description

Overjoy, an AI-native sales company for SMBs, is seeking a senior finance operator to own financial models, forecasts, and decision support for customer engagements in New York City. You will collaborate with product and engineering to build AI-assisted workflows and enable data-driven growth decisions with founders and finance leaders.

You will lead integrated P&L and cash-flow forecasting, analyze profitability, and ensure accurate, auditable financial planning supporting inventory, hiring,