ABOUT US
We're building the financial backbone for the most ambitious consumer brands in the country. Our firm combines McKinsey-level strategy, Big Four precision, and founder-grade hustle to serve e-commerce and CPG companies from startup to scale, and from zero to exit.
We strike the right balance between traditional accounting and embedded partnership. We work inside our clients' businesses, providing not just financial clarity but operational firepower to move fast, stay lean, and grow with confidence.
If you're looking to do the best work of your career — surrounded by smart, motivated, kind people — we'd love to meet you.
THE ROLE
We are looking for an experienced FP&A or analytics professional to build financial models, KPIs, forecasts, and operating budgets (annual, quarterly, monthly, weekly) for multiple clients. You should feel comfortable working with 4 to 8 clients at once and will report to a Finance Director leading those clients.
Ecommerce and CPG experience is required. You must have worked inside these verticals and understand the key performance metrics that drive them. Retail distribution experience is a strong plus.
Must be available during standard business hours, Central and/or Eastern Time.
RESPONSIBILITIES
Build and maintain demand planning financial models and operating models for clients, including 13 week cash flow and balance sheet.
Oversee and manage the creation and development of budgets
Review and evaluate client KPIs established by leadership teams; build dashboards
Perform variance and trend analysis for departmental expenses and strategic projects
Ensure data accuracy in financial models, ensuring alignment and reconciliation between managerial analysis and accounting books
Assist in the research, analysis, and compilation of data input to create appropriate data sets for business plans and cases that address corporate initiatives
Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups)
Work closely with CFO and Controller internally to support client needs
Support ad hoc reporting, projects and strategic initiatives
QUALIFICATIONS
3+ years in financial planning and analysis, or in a quantitative or analytics role where you built and owned forecasting or planning models. 2+ years of financial modeling and cash forecasting experience is required.
Ecommerce and/or CPG experience is required. You understand how these businesses make money: channel margin, landed cost, contribution margin, inventory turns, CAC and LTV
Bachelor's in Finance, Accounting, Economics, Statistics, Data Science, or a related quantitative field.
Experience managing multiple clients at once
Excellent analytical and communication skills
Synthesize meaningful themes from quantitative and qualitative data, and the ability to discuss these findings with senior management
Working knowledge of accounting principles and GAAP, or the ability to pick them up quickly
Proactive, solutions oriented, and focused on the client
Comfort working in accounting systems. Experience with QBO, Xero, or NetSuite is a plus
Advanced in Excel and Google Sheets, strong in PowerPoint. SQL, Python, or BI tools (Looker, Power BI, Tableau) are a plus
Skills Required
- 3+ years of experience in financial planning and analysis or a quantitative or analytics role involving forecasting or planning models
- 2+ years of financial modeling and cash forecasting experience
- E-commerce and/or CPG experience
- Understanding of channel margin, landed cost, contribution margin, inventory turns, CAC, and LTV
- Bachelor's degree in Finance, Accounting, Economics, Statistics, Data Science, or a related quantitative field
- Experience managing multiple clients simultaneously
- Excellent analytical and communication skills
- Ability to synthesize quantitative and qualitative data and discuss findings with senior management
- Working knowledge of accounting principles and GAAP
- Availability during standard business hours in Central and/or Eastern Time
- Retail distribution experience
- Experience with QBO, Xero, or NetSuite
- Advanced Excel and Google Sheets skills
- Strong PowerPoint skills
- SQL, Python, or BI tools such as Looker, Power BI, or Tableau
What We Do
FinanceWithin is a professional services firm providing strategic CFO, FP&A, and accounting services to founder-led companies, specifically within the consumer, DTC, retail, and CPG sectors. The firm helps businesses drive performance and enhance enterprise value through financial modeling, cash flow management, and investor-ready reporting, supporting companies through various stages from startup to M&A.
