Location
Eugene, OR | United States
Job description
Financial Analyst – “Deliciously Purposeful” Global B-Corp - Remote
Acumen is delighted to again partner with
East West Tea (Yogi Tea) to find their first
Financial Analyst . This position offers an exceptional opportunity for a dedicated analyst with a passion for organic wellness products to contribute to a purpose-driven organization and design their own role. As a “Deliciously Purposeful” global B-Corp, East West Tea is committed to fostering inclusivity, family-friendliness, wellness, and mindfulness within its world-class culture.
This position will work across the organization, with special focus on global sales and marketing teams.
The organization offers full benefits, bonus, growth path, as well as compelling and unique wellness benefits.
If You: - Have CPG experience to bring best-in-class playbook – and know the right questions to ask – F&B experience a strong plus.
- Enjoy working globally with diverse team members – especially those in sales & marketing.
- Have an entrepreneurial mindset – this is a newly created position and department in a “50-year-old startup.”
- Can create reports and educate others on the numbers – strong Excel skills.
- Understand the story behind the numbers – good basic accounting knowledge.
- Key role that has a direct line of sight with senior management including the Chief Growth/Marketing Officer, CFO, and COO.
- Ability to self-motivate and manage – this is a 100% remote position.
- Want to work with a B-Corporation in the organic/wellness realm with a strong, healthy culture, based in “service to others.”
This may be the next exciting growth opportunity for you. Essential Job Duties - Interpret financial data in CPG (Global Sales & Marketing) and share insights, trends, and ROI of marketing campaigns.
- Leverage financial analytics skills and sales and marketing knowledge to guide an organization toward continued growth.
- Collaborate with teams at all levels of the organization and globally to report on, monitor, and manage the company’s key financial and non-financial metrics.
- Formulate pricing strategies, business assessments of new product initiatives, competitive analysis and benchmarking, and business process redesign.
- Build analytical and business frameworks as well as a quantitative approach to decision-making to shape the overall strategic course of the organization.
- Analyze profitability of product reformulations.
- Evaluate and analyze customer and SKU profitability, volumes, pricing strategies, and costing.
- Prepare and evaluate consolidated, channel and brand P&Ls including gross margin analysis.
- Create and maintain advanced financial modeling that includes data cleaning and data triangulation. This will largely be related to building and maintaining ad hoc reporting.
- Monitor and analyze trade spending to provide risk and opportunity details to management.
- Ad hoc reporting and analysis as requested. Partner effectively with accounting and cross-departmentally to develop and implement ongoing cost savings strategies, benchmarking, and incorporating new practices and strategies.
- Participate in the annual budget process working with senior management, assisting as needed at various stages of the process.
- Prepare new product proformas including financial models and impact analysis on the business and against existing products working with R&D and Project Management.
- Partner with sales and marketing to provide analysis and recommendations on campaign ROIs and other key metrics.
- Provide a key role in forward-looking financial forecasting as a contributor in East West Tea’s IBP (Integrated Business Process).
- Create and deliver informative and action-driving presentations based on insightful analytical findings.
QUALIFICATIONS Education/ Experience
- B.S. or B.A. in Accounting, Finance, or equivalent experience (3-5 years of related work experience).
- 5 + years of progressively complex experience in financial analytics and planning, preferably in a consumer products context, and the food and beverage industry.
- CPG industry experience, F&B a strong plus.
- Solid career trajectory.
- Exemplary customer/client-service skills and communication.
- Knowledge of GAAP.
- Advanced knowledge of Microsoft Excel, including advanced formulas and techniques. (ex. Power query, what-if analysis, data modeling).
- Data analysis, reporting, problem-solving.
- Familiarity with accounting systems and procedures.
- Strong understanding of planning, budgeting, and what-if scenario modeling methods and concepts.
- Analyze data to identify and resolve problem areas.
- Develop and maintain spreadsheets and reports utilizing multiple data sources.
- Improve workflow processes.
- Experienced in PowerPoint and delivering impactful presentations.
- Demonstrate professional and effective written and verbal communication skills which includes communicating technical information, verbal and written, in a non-technical manner.
- Build positive working relationships with customers and colleagues.
- Work within the framework of East West Tea Company’s policies and procedures.
Procedure for Applying: To apply please go to Acumen Executive Search to submit a resume and brief cover letter indicating your interest in the opportunity. If our current open positions are not the right fit for you and you would like us to share relevant opportunities, please send your resume and a brief cover to
[email protected].
Established in 2007, Acumen is recognized as the leading certified woman-owned Executive Search Partner in the Pacific Northwest with a global clientele. A “Most Admired Company,” we deliver high-impact results and higher than national average retention rates while nurturing genuine, long-term relationships. Acumen works shoulder-to-shoulder with our clients to deliver customized, meaningful, and proven leadership solutions that empower teams, organizations, and the communities in which they serve.
Keywords: Financial Analyst, FP&A, financial planning and analysis, CPG, consumer products, food and beverage, F&B, organic, tea, B-Corp, sustainability, wellness, financial and non-financial metrics, reporting, global collaboration, pricing strategies, new product initiatives, competitive analysis, benchmarking, process redesign, quantitative approach, profitability analysis, customer and SKU profitability, pricing strategies, gross margin analysis, financial modeling, ad hoc reporting, sales and marketing financial reporting, cross-functional collaboration, annual budgeting, financial models, ROI, forecasting, GAAP, Excel, Data analysis, planning, workflows
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