Job Description

Job Description

Position: Financial Planner & Analyst

Location: Bozeman, MT, USA

Employment Type: Full-Time, In-Person

Department: Finance

Reports To: COO

POSITION OVERVIEW:

We’re looking for a Financial Planner & Analyst (FP&A) to join our team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This position is responsible for establishing the Finance department within EVERGOODS. They will then be responsible for leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability. This role involves creating financial models, analyzing data to support decision-making, and preparing reports that provide insights into the company’s financial performance and future projections.

PRIMARY RESPONSIBILITIES:

Planning & Analysis

• Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans.
• Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results.
• Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals.

Reporting

• Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning.
• Maintain, review and track departmental budgets
• Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement.

Invoice Management

• Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions.

Financial Forecasting

• Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations.

Inventory Planning

• Track all purchase orders, including expected arrival, payment terms, freight, and tariffs
• Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale.
• Reconcile wholesale inventory and collection activities.
• Maintain average cost inventory values and provide insight into inventory trends and cost drivers.

Future-Proofing

• Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency.

Cross-Collaboration

• Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management.
• Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence.

Special Projects

• As the business grows and changes, the role may be assigned special projects as needed.

RELEVANT SKILLS

• Bachelor’s degree in finance or economics.
• CPA or MBA preferred.
• Software proficiency in Xero Software for Small Business, Bill.com, and OnPay payroll solutions.
• Experience with utilizing Shopify or similar commerce platforms.
• 3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales.
• Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers.
• Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions.
• Ability to work cross-functionally with all levels of the organization.
• Google Workspace tools (Drive, Calendar, Sheets, Docs, etc).
• Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand.

Employee Conduct:

At Evergoods, we expect every employee to contribute to a positive work environment through cooperative and professional interactions with colleagues, customers, and vendors. A collaborative and respectful attitude is essential.

Equal Employment Opportunity:

Evergoods is an Equal Employment Opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

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