Financial Planning Analyst

Location: Portland, Oregon and New York City

Hybrid Role 3 days on site 

At Straub Collaborative, our teams are well-versed in developing stable workflows and infrastructure to handle 500, 2000, or 50,000 samples at a time. We can be in your distribution center and manage 24-hour turnarounds. We can also help you build style guides, manage your DAMs, and leverage your product data more efficiently.

We don’t stand up and wave our arms. We don’t push. We don’t overpromise and under-deliver. We sit at YOUR table. And give you exactly what you need — quality, high-volume, fast-turn content — exactly when you need it. With studios and resources worldwide, we can help you reach the content scalability and production redundancy you want without losing your brand’s uniqueness.

POSITION SUMMARY

The Financial Planning Analyst will play a critical role in supporting the financial health and growth of Straub Collaborative. This position will be responsible for conducting financial analyses, preparing reports, and providing insights to inform strategic decision-making.

POSITION DUTIES

• Develop and maintain financial models to forecast financial performance, assess risk, and evaluate investment opportunities.
• Conduct financial analysis to identify trends, opportunities, and potential risks.
• Prepare financial reports, including income statements, balance sheets, and cash flow statements.

• Assist in the development and management of annual budgets.
• Prepare and analyze monthly/quarterly financial forecasts for projects.

• Create and maintain financial models to support strategic planning, capital budgeting, and risk assessment.

• Collect, analyze, and interpret financial data from various sources.
• Identify trends and patterns in financial data to inform decision-making.

• Conduct ad-hoc financial analyses as needed to support specific projects or initiatives.

• Prepare financial reports and presentations for management and stakeholders.

• Ensure compliance with relevant financial regulations and accounting standards.
• Creates Profit Calculator model of all new projects to ensure resources are effective accounted for.
• Develops automated reporting and forecasting tools for more efficient use of data.
• Data entry in Finance software, Gravity.
• Support other duties as assigned by the Controller and Chief People Officer.

SUPERVISORY RESPONSIBILITES

This position does not have any supervisory responsibilities.

QUALIFICATIONS

Ability to perform essential functions with or without reasonable accommodation and without posing a direct threat to safety or health of employee or others. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE AND EXPERIENCE

A bachelor’s degree from in accounting, finance, or similar subject is required this role. In addition to the education requirement, this position requires two years of related experience as an accountant or auditor in an e-commerce setting or project accounting experience. Alternately, a valid CPA certificate with at least one year of professional experience as an accountant or auditor will also qualify. An equivalent combination of education, training, and experience may be used to satisfy these requirements.

CERTIFICATES, LICENSES, AND/OR REGISTRATIONS

CPA or CMA certification is preferred for this position.

KNOWLEDGE, SKILLS, & ABILITIES

Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employees or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, values, behaviors, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.

• The ability to pay close attention to accuracy and precision in work tasks.
• The ability to collect, analyze, and interpret data to provide actionable insights for business decision-making
• The ability to analyze information, evaluate arguments, and make reasoned judgments.
• The ability to collect, analyze, and interpret data to inform decision-making and drive improvements.
• The understanding of financial concepts and ability to analyze financial information.
• The knowledge of financial record keeping practices.
• Proficiency in Microsoft Office Suite or related programs.
• The ability to engage in discussions and bargaining to reach mutually beneficial outcomes.
• The ability to analyze data and market trends to predict sales performance and develop accurate sales forecasts.
• The ability to analyze situations and make decisions based on long-term goals and objectives.

Culture/ EEO Statement

Straub Collaborative embraces diversity in a profound way and believes in the power of a shared table to bring people together, as we are committed to building a culturally inclusive team. We see diversity and inclusion as central to our organization. This means that we stand up against discrimination and harassment wherever we operate.

Straub Collaborative is committed to providing equal employment opportunity (EEO) and equal pay to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.

Applicants must be authorized to work for ANY employer in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time.