Pivotal Solutions
Senior Financial Analyst (BP&A) - Larkspur, CA
Pivotal Solutions, Larkspur, California, us, 94977
Senior Financial Analyst
We're looking for
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr