Senior Financial Analyst, Data & Analytics

The Opportunity

Castle & Key is at a pivotal moment — reshaping our business to operate with discipline, clarity, and a focus on cash and margin. We are building a more data-driven organization and are looking for a Strategic Finance & Analytics Analyst to help lead that evolution.

This role sits at the intersection of Finance, Operations, and Data — with a strong emphasis on improving data structure, building scalable analytics, and enabling better decision-making across the business.

You will help move the company from manual, fragmented reporting toward a more automated, integrated data environment.

Key Responsibilities

Financial Planning & Analysis

• Support forecasting, budgeting, and long-range planning

• Analyze variances and connect financial results to operational drivers

• Build and maintain financial models tied to volume, pricing, and margin

Data Architecture & Analytics

• Help design and improve data structures across systems (ERP, production, sales, inventory)

• Write and optimize queries using SQL to extract, transform, and analyze data

• Build and maintain dashboards in Tableau to support real-time decision-making

• Support development of a scalable data environment (e.g., Snowflake or similar cloud data warehouse)

• Integrate and standardize data sources to create a consistent “single source of truth”

• Improve data quality, governance, and accessibility across the organization

Operational Partnership

• Partner with distilling, bottling, hospitality, and sales teams to understand performance drivers

• Translate operational data into financial insights (cost, margin, cash flow)

• Support initiatives to improve efficiency, reduce waste, and optimize working capital

Process & Systems Development

• Identify opportunities to automate reporting and eliminate manual processes

• Support implementation of analytics and reporting tools

• Help define and standardize KPIs across the business

What We’re Looking For

Experience

• 3 years in FP&A, consulting, business analytics, or similar role

• Bachelor’s degree in Finance, Economics, Statistics, or related field

• Strong foundation in finance, accounting, or economics

• Advanced Excel / Google Sheets skills

• Working knowledge of SQL (required)

• Experience with Tableau or similar BI tools

• Understanding of data structures and relational databases

Nice to Have

• Exposure to Python (pandas, data manipulation)

• Experience working with cloud data platforms (e.g., Snowflake)

• Experience with ERP or operational data systems

Mindset

• Curious and analytical — enjoys working with complex, imperfect data

• Builder mentality — interested in creating systems, not just maintaining reports

• Strong communicator — able to translate data into business decisions

• Comfortable in a fast-paced, evolving environment