We are seeking a Financial Analyst with strong financial modeling, forecasting, and operational analytics expertise to help architect and manage the company's financial engine.
Role Overview
The Financial Analyst will play a critical role in building and maintaining Defunkify's financial models, reporting infrastructure, and analytical frameworks. This role works closely with the Senior Director of Operations & Finance and partners with the CEO on reporting, forecasting, and strategic initiatives.
The ideal candidate thrives in a fast-paced, growth-stage environment, enjoys working with imperfect data, and can translate complex financial information into clear, actionable insights.
Key Responsibilities
Financial Modeling & Forecasting
- Build and maintain detailed financial models, including a dynamic three-year forecast
- Develop scenario analyses for pricing, channel mix, product launches, and margin optimization
- Own monthly and quarterly financial reporting packages, including variance analysis and KPI dashboards
- Create and refine cash flow models to support working capital planning and inventory financing
Financial Analysis & Channel Performance
- Analyze revenue, margin, and contribution profit by channel (e-commerce, retail, wholesale, subscription, etc.)
- Evaluate customer acquisition efficiency and LTV/CAC by channel
- Provide insights on trade spend, promotional ROI, and retail expansion opportunities
- Partner with sales and marketing teams as needed to forecast channel performance and optimize resource allocation
Manufacturing, COGS & Inventory Analytics
- Lead cost accounting analysis, including BOMs, manufacturing costs, and co-packing economics
- Build models to assess production runs, capacity planning, and unit-level profitability
- Analyze inventory turns, safety stock, shrink, and supply chain efficiency
- Implement systems and controls to improve forecasting accuracy and reduce COGS over time
Financial Operations & Reporting
- Oversee accounting, bookkeeping, and the monthly close process
- Establish scalable financial processes, controls, and reporting systems
- Produce timely financial statements and ensure GAAP compliance
- Manage cash flow, working capital, and vendor/banking relationships
Capital Strategy & Investor Support
- Support fundraising initiatives, including equity, debt, and non-dilutive financing
- Prepare board-ready materials and investor reporting
- Maintain models and reporting related to credit facilities, banking relationships, and financial risk
Qualifications
- Deep expertise in financial modeling, forecasting, and financial analysis
- Strong understanding of cost accounting, supply chain economics, and inventory management
- Experience building financial reporting, dashboards, and processes from the ground up
- Comfortable operating in an early-stage or growth-stage company ($1M$10M revenue range)
- Highly detail-oriented, hands-on, and able to move seamlessly between strategy and execution
Who You Are
- You enjoy building models that directly influence business decisions
- You are energized by operational detailfrom COGS and inventory to channel mix and margins
- You communicate insights clearly to both financial and non-financial stakeholders
- You thrive in entrepreneurial environments and enjoy creating structure where none exists
