What are the responsibilities and job description for the Senior Financial Analyst (BP&A) - Larkspur, CA position at Pivotal Solutions?
Senior Financial Analyst (BP&A)
We're looking for a Senior Financial Analyst to join our Business Planning & Analysis (BP&A) team. You'll support our Commercial Finance (Sales, Marketing & Innovation) functions — playing a key role in how we budget, forecast, analyze, and ultimately grow profitably. You'll report to an exceptional VP of BP&A who is deeply invested in mentoring and developing talent.
What You'll Do
- Partner with Sales, Marketing and Innovation to deliver actionable insights that drive profitable growth
- Prepare monthly variance analyses and commentary for Sales, Trade Spend, and Gross Margin, highlighting key customer and category trends
- Analyze performance drivers and help shape course-correcting action plans
- Lead or support Trade Effectiveness Reviews to improve ROI on promotional spending and ensure adherence to process
- Own the Net Sales planning and forecasting models, supporting the annual plan and ongoing forecast cycles
- Manage the Marketing Budget process, tracking spend and measuring investment effectiveness
- Contribute to continuous improvement by helping refine tools, processes, and reports as we modernize systems and data flows
- Support the Director of Commercial Finance and broader business on ad hoc analysis, planning, and strategy projects
What We're Looking For
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–5 years of experience in financial or business analysis (CPG industry experience preferred)
- Strong analytical mindset — you enjoy digging into data, uncovering patterns, and influencing decisions through insight
- Excellent collaboration skills — you build relationships easily and work well across functions to get things done
- Organized and disciplined, with a track record of managing multiple priorities and delivering results on time
- Advanced Excel skills and comfort with financial reporting and analytics tools (Power BI or similar)
- A growth mindset — hardworking, honest, receptive to feedback, and eager to own outcomes and learn from experience