
Financial Analyst – Financial Planning & Analysis
Job Description
The Financial Analyst will play a key role in supporting the FP&A team with planning, forecasting, and analytical support across the business. This role is expected to deliver proactive, timely, and actionable insights that support business decision-making and improve outcomes. The position goes beyond reporting to include identifying trends, highlighting risks and opportunities, and partnering with stakeholders across the business.
The Financial Analyst supports financial planning, forecasting, and performance analysis by translating financial and operational data into clear insights. This role supports budgeting, forecasting, variance analysis, and reporting activities while contributing to a more forward-looking, analytical finance function.
Purpose/Impact: (Duties & Essential Functions)
- Provide financial support and analysis to business partners, helping inform decision-making
- Prepare recurring financial analyses and reporting with a focus on accuracy, clarity, and insight
- Support the preparation of the strategic plan, annual budget, and forecast updates
- Monitor business performance against plan, investigate variances, and identify underlying drivers of results
- Proactively identify trends, risks, and opportunities and communicate them to stakeholders
- Utilize financial systems and tools (e.g., NetSuite, PowerBI) to support reporting and analysis
- Perform ad hoc analysis for departmental and executive leadership, translating findings into actionable insights
- Partner with cross-functional teams to improve and automate reporting processes for greater efficiency and scalability
- Develop and refine metrics and reporting tools that support business performance tracking and decision-making
- Support materials and analysis for management and leadership meetings
Strengths and Background
- Bachelor’s degree in Accounting, Finance, or related field
- A minimum of 2-3 years’ experience in Accounting, Finance, or related field
- Proficiency in Excel and PowerPoint, with the ability to analyze data and build structured outputs
- Strong analytical and problem-solving skills, with the ability to work with and interpret data
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Willingness and ability to learn new systems and tools as needed
- Excellent oral and written communication skills
COMPETENCIES
- Accountability
- Teamwork
- Attention to Detail
- Structured thinking
- Initiative
- Curiosity
What’s in it for you?
We offer a competitive salary along with exceptional benefits such as:
Medical, Dental and Vision Coverage
Hybrid Work Environment
Life and Disability Insurance
Unlimited Time off + Paid Holidays
Fridays off between Memorial Day and Labor Day
401(K) Savings Plan Matching at 4%
10 Coaching and Therapy sessions
Mental Health Benefits
Brand Discounts & Reimbursements
In-house workout facilities
Professional Development Opportunities
Team Building, Employee Engagement Activities & so much more
WORK SCHEDULE
Purpose Brands LLC, currently observe the following hybrid work model for employees at our Boca Raton (FL), Woodbury (MN), and Seattle (WA) offices:
Remote optional: Fridays
On-site days: Mondays, Tuesdays, Wednesdays and Thursdays
DIVERSITY, EQUITY, AND INCLUSION STATEMENT
Purpose Brands is committed to encouraging, facilitating, and upholding an environment centered on diversity, equity, and inclusion across every facet of the Purpose Brands. We will work to create a sustainable culture that supports a healthy space for learning and growing, valuing, and empowering every employee, inspiring a diverse franchise network, and uplifting the members and communities we serve.
EEO STATEMENT
Purpose Brands provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Discrimination of any type will not be tolerated.