Financial Planning and Analysis Manager

About the Company

Trade Coffee is building the future of specialty coffee at home. We've created the country's largest marketplace for independent roasters and are trusted by a large, growing base of loyal customers. Trade is a scaled business with its own team, P&L, and roadmap. We're not a roaster. We partner with the best local coffee roasters in the country, bringing their craft to a national audience through personalization, deep expertise, and high-quality service. We're also launching a new brand under the Trade umbrella, a completely new business with a different go-to-market strategy and customer promise. This role supports both Trade's core business and the new venture as it scales.

About the Role

You’ll own the numbers that matter. You’ll build and maintain the financial model, analyze performance against plan, and surface the insights that help the team prioritize. When results come in, you’ll be the one who explains what happened, why it happened, and what it means for the path forward. This is a hands-on role with real influence. You’ll report to the VP Finance and have the unique opportunity to work directly with the CEO and other members of the senior management team. You’ll partner with department heads to evaluate new strategies, build scenarios that inform big decisions, and support the VP Finance on everything from board materials to reforecasts. You’ll be in the room where decisions get made - and your analysis will shape them. You’ll also play a key role supporting our new venture as it launches and scales, building the financial infrastructure for a new business while continuing to drive performance across Trade's core marketplace.

Responsibilities

Own the Financial Model

• Build, maintain, and continuously improve the company's financial model across all businesses
• Develop sensitivities and scenario analyses that inform strategic decisions
• Ensure the model reflects actual business dynamics and evolves as we learn

Drive Performance Analysis

• Analyze results against plan and prior periods - explain what happened and why
• Surface the metrics that matter and focus the team on areas needing attention
• Build dashboards and reporting that give leaders real-time visibility into performance

Lead Planning & Forecasting

• Drive monthly and quarterly reforecasts based on actual results and changing assumptions
• Support annual budgeting process and long-range planning
• Partner with VP Finance on all budget-related activities

Support Strategic Decision-Making

• Partner with department heads to analyze new strategies, initiatives, and investments
• Build business cases that quantify impact and inform go/no-go decisions
• Translate operational plans into financial implications

Board & Leadership Reporting

• Prepare financial updates and analysis for board decks
• Support VP Finance in communicating financial performance to leadership and investors
• Create clear, compelling narratives around the numbers

Qualifications

• 3 years in FP&A, strategic finance, or related analytical roles
• Track record building and owning financial models in fast-paced environments
• Experience in direct-to-consumer, ecommerce, or subscription businesses strongly preferred
• Background in high-growth startups or early-stage environments a plus
• Experience supporting board reporting and executive-level financial communication

Required Skills

• Expert-level Excel/Google Sheets - you can build models that are powerful, flexible, and easy to follow
• Strong understanding of ecommerce and subscription unit economics (CAC, LTV, contribution margin, cohort analysis)
• Experience with financial planning tools (Mosaic, Pigment, Anaplan, or similar) a plus
• Comfortable working with data from multiple sources - you know how to get the data you need
• SQL or BI tool experience (Looker, Tableau, Mode) a plus

Preferred Skills

• You see the story in the numbers - you don’t just report, you explain and recommend
• Strong variance analysis skills - you can quickly identify what’s driving performance
• Experience building scenario analyses and sensitivities that inform real decisions
• Ability to balance precision with speed - you know when good enough is good enough
• Clear communicator who can translate financial concepts for non-finance audiences
• Experience partnering with department heads and cross-functional leaders
• Comfortable presenting to leadership and engaging in strategic discussions
• You build trust by being accurate, responsive, and genuinely helpful

How We Work

We're in our Midtown Manhattan office three days a week, with everyone together in person Tuesday through Thursday. Being face-to-face is core to how we operate—it allows us to move faster, solve challenges in real time, and generate new ideas through hands-on teamwork. This is the perfect environment for people who value close collaboration while building something meaningful together.

What We Offer

• The chance to help grow a profitable, mission- and values-driven company alongside an experienced leadership team
• The opportunity to deepen your skills and make a lasting impact as the organization scales
• Ongoing mentorship and support from leadership and management
• A competitive salary and unlimited vacation
• $500 a year to spend on amazing coffee
• Best-in-class health benefits and a 401(k)
• Twice-monthly catered lunches
• A pet-friendly office
• Two paid days of Trade-sponsored community service each year

Equal Opportunity Statement

We are committed to diversity and inclusivity.