Strategic Finance Lead – Financial Planning & Analysis

Job Description

Financial Planning and Analysis Manager | Trade Coffee

The Tone:
This is a full-time role at Trade Coffee, located in New York, NY. Trade Coffee is building the future of specialty coffee at home, operating the country’s largest marketplace for independent roasters and launching a new brand. This role is instrumental in shaping the company’s financial future, driving performance across Trade’s core business and the new venture by providing critical insights and analytical support that directly inform strategic decisions.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid, New York, NY

• Team: Reports to the VP Finance and collaborates directly with the CEO and senior management team.
• Mission: Own the financial narrative, surface key insights, and enable strategic decision-making for both Trade’s existing marketplace and a new business venture.
• Tech Stack: Expert-level Excel/Google Sheets, financial planning tools (Mosaic, Pigment, Anaplan, or similar), SQL or BI tools (Looker, Tableau, Mode).

What You’ll Actually Do
• Own the Financial Model: Build, maintain, and continuously improve the company’s financial model across all businesses, developing sensitivities and scenarios that inform strategic decisions.
• Drive Performance Analysis: Analyze results against plan and prior periods, explaining what happened and why, while surfacing the metrics that matter and building dashboards for real-time visibility.
• Lead Planning & Forecasting: Drive monthly and quarterly reforecasts based on actual results and changing assumptions, and support the annual budgeting process and long-range planning.
• Support Strategic Decision-Making: Partner with department heads to analyze new strategies, initiatives, and investments, building business cases that quantify impact and translate operational plans into financial implications.
• Board & Leadership Reporting: Prepare financial updates and analysis for board decks and support the VP Finance in communicating financial performance and creating clear, compelling narratives around the numbers to leadership and investors.

The Must-Haves
• Background: 3+ years in FP&A, strategic finance, or related analytical roles, with a strong preference for experience in direct-to-consumer, e-commerce, or subscription businesses.
• Experience: Track record of building and owning financial models in fast-paced environments, including supporting board reporting and executive-level financial communication.
• Skills: Expert-level Excel/Google Sheets, strong understanding of e-commerce and subscription unit economics (CAC, LTV, contribution margin, cohort analysis), and comfort working with data from multiple sources.
• Bonus: Experience with financial planning tools (Mosaic, Pigment, Anaplan, or similar) or SQL/BI tools (Looker, Tableau, Mode), ability to translate financial concepts for non-finance audiences, strong variance analysis skills, and experience partnering with cross-functional leaders.