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Merchsource

Financial Planning & Analysis Analyst

Merchsource · Irvine, California, United States · $70K–$90K/yr

Manufacturing · 51-200 employees

5 h ago
Mid (2-5 yrs) Full-time United States
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About the role

The FP&A Analyst will partner with cross-functional teams to provide actionable financial insights, forecasting, and operational modeling. Responsibilities include managing treasury functions, developing executive dashboards, and identifying opportunities for process improvement through AI and analytics.

What they look for

Financial Analysis Forecasting Data Analytics Financial Modeling Treasury Management Microsoft Excel Domo Power BI Tableau SQL Strategic Planning Operational Finance Supply Chain Analytics Critical Thinking Communication Automation

Requirements

Candidates must hold a bachelor's degree in a relevant field and possess 2–4 years of experience in finance or business analytics. Advanced proficiency in Microsoft Excel and strong communication skills are required to support strategic decision-making.

Full description

Job Description

Job Summary: MerchSource is a rapidly growing and fast-paced consumer packaged goods company with long-standing relationships with the world’s largest retailers. The FP&A Analyst partners with Finance, Supply Chain, Product Development, and Operations to turn complex business data into actionable insights that improve profitability, operational efficiency, and customer experience. This role reports to the Finance Manager and regularly partners with executive leadership, including the VP Finance, CFO, COO, and Chief Supply Chain Officer, to support strategic decision-making through financial analysis, forecasting, and process improvement.

Responsibilities:

Analytics & Reporting

  • Analyze customer, product, category, and operational data to identify trends, risks, and opportunities.
  • Develop executive-level dashboards and reporting that communicate key business drivers and actionable insights.
  • Present findings and recommendations to Finance.
  • Perform ad hoc financial analysis and strategic projects for senior leadership.

Forecasting & Modeling

  • Build and maintain financial and operational models to support sales forecasting, OpEx forecasting, cost analysis, inventory planning, and logistics optimization.
  • Identify opportunities to improve profitability through scenario analysis and operational cost modeling.

Treasury

  • Monitor cash inflows and outflows to optimize working capital and maintain adequate liquidity.
  • Support rolling 13-week cash flow forecasts, identifying risks and opportunities.
  • Preparing borrowing base certificates (BBCs), compliance certificates, and other lender reporting requirements.
  • Assist in coordinated AP activities.

Continuous Improvement & AI

  • Identify and implement opportunities to leverage AI, automation, and advanced analytics to improve reporting, forecasting, and business processes.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, Economics, Statistics, Data Science, or a related field.
  • 2–4 years of experience in finance, business analytics, operations finance, or supply chain analytics.
  • Advanced Microsoft Excel skills required; experience with Domo, Power BI, Tableau, SQL, or similar analytics tools is highly preferred.
  • Strong analytical and critical thinking skills with the ability to translate complex data into actionable business recommendations.
  • Excellent communication skills with the ability to present findings to executive leadership.
  • Highly organized with exceptional attention to detail and accuracy.
  • Comfortable working in a fast-paced, entrepreneurial environment while managing multiple priorities.
  • Self-starter with a continuous improvement mindset and strong cross-functional collaboration skills.