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Finance Analyst

Caliwater

N/A


Job Details

Full-time


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Full Job Description

What We’re Looking For

We are looking for a highly motivated Finance Analyst to join our team. This is our first full-time finance hire. You will report directly to the President/COO, and work closely with leadership to identify gaps and opportunities by analyzing data, creating reports, and supporting high-level decision-making. You’ll provide data-driven recommendations to support new product launches, distribution expansions, and retailer partnerships.

This is a very hands-on role in a scrappy and rapidly growing company. If you’re highly skilled in Excel and enjoy the hustle of a start-up, we’d love to hear from you.

What We Offer

We’re a fast-growing, celebrity-backed startup redefining an emerging category. You’ll have the unique chance to collaborate directly with our founders and leadership team while making a tangible impact on our success. We are entrepreneurs, building a great company and are passionate about developing talent. Join us early, and grow your career as we scale!

What You'll Do:

  • Analyze sales performance across grocery retailers and broker networks to identify trends, opportunities, and risks
  • Develop and maintain reports to track sales metrics, distribution, and promotional effectiveness
  • Analyze trade spend and promotional performance to optimize ROI
  • Develop post-promotion analysis to guide future investment decisions
  • Support budgeting, forecasting, and variance analysis to ensure financial goals are met
  • Conduct cost analysis, margin analysis, and profitability reporting across product lines and retailers
  • Evaluate broker network performance, including sales targets, account growth, and compliance with company initiatives
  • Collaborate with brokers to ensure alignment on sales strategies and provide data-driven insights to enhance performance
  • Create and maintain dashboards, reports and data visualizations to support sales, finance, marketing and operations
  • Provide knowledge and understanding of business and financial impacts to leadership based on reporting
  • Help solve problems and find ways to save money

Requirements

  • At least 2 years experience in a finance or analyst role
  • Expert-level Excel skills (we mean it—this is our main reporting tool)
  • Comfortable working in a fast-paced, ever-changing environment
  • Scrappy, aka comfortable working with imperfect or rapidly changing datasets
  • Clear and effective communication; ability to communicate data to all levels of the team
  • A love for numbers, details, and finding answers

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