Sr. Analyst, FP&A - Commercial Finance

Mezzetta; Larkspur (CA); Hybrid; USD 115,000 - 130,000; Full time

Job summary

A respected specialty food company in Larkspur, CA is seeking a Senior Analyst in FP&A to support Commercial Finance functions. This role involves budget planning, forecasting, and providing insights to drive growth. The ideal candidate has 5-7 years of experience, strong analytical abilities, and proficiency in financial tools like PowerBI and Excel. Enjoy a hybrid work environment with considerable impact on business decisions.

Qualifications

• 5-7 years’ experience in Financial Analysis or Business Analysis, preferably in CPG.
• Strong ability to analyze data and influence decision making.
• Proven ability to manage multiple projects effectively.

Responsibilities

• Prepare month end variance analysis for Sales, Promotional Spend, and Gross Margin.
• Analyze results to identify key performance drivers and suggest corrective actions.
• Conduct Trade Effectiveness reviews to enhance promotional spend efficiency.

Skills

Analytical mindset

Collaboration skills

Financial reporting proficiency

Time management

Decision making

Education

Bachelor’s degree in Finance, Accounting or Economics

Tools

PowerBI

Microsoft Excel

Microsoft PowerPoint

Job description

Overview

Sr. Analyst, FP&A - Commercial Finance at Mezzetta

This range is provided by Mezzetta. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $130,000.00/yr

Today, our small family company has grown into a national leader in specialty olives, peppers, and sauces under the leadership of CEO Jeff Mezzetta. We’re seeking passionate, driven candidates to help us bring our cherished family traditions to a new generation.

Position Overview:

The Senior Analyst FP&A, Commercial Finance is a key role that helps support our Commercial (Sales & Marketing) Finance functions to ensure an integrated approach to budgeting, forecasting, analytics and reporting. This role provides in-depth business insights to drive profitable growth. This position is based in our Larkspur, CA office Monday, Wednesday and Friday and remote Tuesday and Thursday.

Responsibilities:

• Prepare month end variance analysis and commentary for Sales, Promotional Spend, and Gross Margin, including key customer and category drivers.
• Analyze results to identify key performance drivers and recommend course-correcting action plans.
• Conduct Trade Effectiveness review meetings to improve effectiveness and efficiency of promotional spend. Ensure promotional spend process is adhered to and issues escalated.
• Execute the Net Sales planning and forecasting process and model ownership.
• Marketing Budget process ownership. Analyze and drive Marketing investment effectiveness.
• Support the Director of Commercial Finance as needed for ad hoc projects to support Sales, Marketing and Innovation teams.

Qualifications:

• Bachelor’s degree in Finance, Accounting or Economics related Field
• 5-7 years’ experience in Financial Analysis or Business Analysis (CPG industry preferred).
• Analytical mindset with strong ability to examine data, formulate financial conclusions and influence decision making.
• Strong collaboration skills and ability to build relationships across the organization.
• Proven ability to manage multiple projects and deliver timely, quality results.
• Strong knowledge of financial reporting and analytics tools, including PowerBI or similar.
• Power user of Microsoft Excel and PowerPoint.

Our Commitment to an Inclusive Workplace:

At Mezzetta, we embrace diversity and strive to create an inclusive environment where you belong. We are an Equal Opportunity Employer and make employment decisions based on merit, qualifications, abilities and business needs, without regard to protected characteristics or statuses as defined by law.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance
• Industries
• Retail