Senior FP&A Analyst

Job Description

Financial Planning & Analysis (FP&A) Analyst | Shelfgram

The Tone:
This is an FP&A Analyst role at Shelfgram, supporting Storesight, an AI-powered platform purpose-built to transform how CPG sales and category management teams operate. Storesight acquires over 6 million shelf and display images annually from nearly 50,000 locations, backed by a network of 3M+ contributors. This position is central to the company’s financial operations, helping businesses maximize retail performance, revenue, and profit through rigorous financial planning and analysis. The FP&A Analyst will play a key role in a category-defining company, shaping the future of CPG innovation and directly contributing to its growth and financial strategy.

The TL;DR
• Role: Early Career
• Mission: Own the company’s core integrated forecasting model and analyze financial data to provide actionable insights that identify trends, risks, and opportunities for stakeholders.
• Tech Stack: NetSuite, APIs, Tableau, PostgreSQL, Microsoft Excel, Google Sheets, Adaptive (plus), Anaplan (plus), Mosaic (plus), Claude (required), ChatGPT (required), Coefficient (required)

What You’ll Actually Do
• Financial Model Architecture: Own, maintain, and continuously scale the company’s core 3-statement integrated forecasting model, encompassing Income Statement, Balance Sheet, and Cash Flow.
• Budgeting & Rolling Forecasts: Partner with department leaders across Product, Sales, and Marketing to build and refine annual budgets and monthly rolling forecasts.
• Scenario & Sensitivity Analysis: Run strategic ad-hoc modeling for major business decisions, including pricing changes or comprehensive cash-on-hand bridge analysis.
• Variance Reporting: Own the monthly and quarterly variance analysis (Budget vs. Actuals), proactively identifying underlying trends, potential risks, and efficiency opportunities.
• NetSuite & BI Development: Design, develop, and implement new modules within NetSuite, and create and maintain dashboards and reports in Tableau to enhance financial reporting, analysis, and visualization of key performance metrics.

The Must-Haves
• Background: Early to mid-career professional with a fundamental understanding of financial concepts, including budgeting, forecasting, and financial modeling.
• Experience: 2+ years in corporate FP&A, investment banking, private equity, or transaction advisory support; specific experience owning, maintaining, and continuously scaling a company’s core 3-statement integrated forecasting model; demonstrated ability to partner with department leaders to build and refine annual budgets and monthly rolling forecasts; prior experience working within a private equity-backed company.
• Skills: Advanced proficiency in Microsoft Excel and Google Sheets; required hands-on experience with Tableau for building and maintaining financial dashboards and reports; exceptional financial modeling skills with a proven ability to build a clean, dynamic, formula-driven model from scratch with strict version control and zero hard-coded errors; demonstrated experience leveraging AI tools such as Claude, ChatGPT, and Coefficient to streamline financial analysis, modeling, and reporting workflows; ability to maintain and optimize PostgreSQL databases to ensure data accuracy, integrity, and security.
• Bonus: Experience in SaaS or tech is a plus; experience with financial planning software (e.g., Adaptive, Anaplan, Mosaic) is a plus.