Senior Financial Strategist (Remote)

Company Overview

The Firm is on a mission to disrupt the global health and wellness industry by creating innovative health products that consumers love, at price points they can afford. Our vitamins, supplements, and better-for-you foods are scientifically formulated to help create healthier and happier lives for people of all kinds (and soon, their pets, too!).

Our award-winning products are sold in thousands of retail and eCommerce stores nationwide, including Walmart, The Vitamin Shoppe, Sam's Club, GNC, CVS, Walgreens, iHerb, and Amazon. Currently, more than 15,000 people buy our products every day, and that number is growing every month. You have the potential to make a real impact on people's lives by creating solutions that improve global health.

Culturally, think of us as an intense, meritocratic, and exciting high-growth startup that has survived and thrived through its first decade of rapid evolution and is now thinking about how to scale up and conquer the next decade's challenges and opportunities. We've sold more than a billion dollars worth of products to consumers over the last 13+ years, but fundamentally know that we're just at the beginning of our journey, and that's where you come in! We need the smartest, highest energy people with real integrity who are looking to join an ambitious, hard-working team.

The Firm is based in Boston's innovative Seaport District, but we have valued team members living all over the world. Our team is filled with passionate, dedicated, and inspiring people operating with an ownership mindset (which is easy, because we are entirely privately held and plan to stay that way). If you love a challenge, enjoy acting with urgency, and prefer to opt into a high-performance culture, when you join us, you'll feel like you've finally come home. Our private ownership structure is designed for the long term to enable huge opportunities for key team members to generate significant wealth, and we hope you'll choose to help us build an enduring and successful business for decades to come.

The Role

The Senior Financial Strategist will oversee the Firm's financial planning and analysis function. This includes developing and maintaining financial models and forecasts, managing budgets, analyzing financial and operational performance, providing insights and recommendations to the leadership team, and conducting financial analyses to support investment decisions. The Senior Financial Strategist will also play a key role in strategic planning, ensuring financial management practices align with our strategic goals and objectives. Overall, the Senior Financial Strategist is a crucial finance team member, providing financial expertise and insights that help drive business success.

Key Responsibilities

• Financial forecasting and planning: Developing and maintaining the financial models and forecasts, ensuring they align with our strategic goals and objectives.
• Budget management: Creating, monitoring, and maintaining internal budgets and identifying opportunities for cost savings and efficiencies.
• Performance analysis: Analyzing the Firm's financial and operational performance, identifying trends and patterns, and providing insights and recommendations to the leadership team.
• Investment analysis: Conducting financial analyses to support investment decisions, including evaluating new product launches, capital expenditures, and potential acquisitions.
• Reporting and communication: Preparing and presenting financial reports and presentations to the leadership team, banks, and other stakeholders.
• Strategic planning: Collaborating with the leadership team to develop long-term strategic plans for the business and supporting the implementation of these plans through financial analysis and forecasting.
• Risk management: Identifying and assessing financial risks to the business and developing strategies to mitigate these risks.

Ideal Qualifications

• BA/BS degree in Finance or Accounting; MBA preferred.
• 7+ years of finance experience with increasing scope and responsibilities, preferably in a CPG.
• Significant analytical skillset, including utilizing BI and reporting tools with extensive knowledge in Excel (pivot tables, formulas, VLOOKUPs, modeling, etc.).
• Advanced 3-statement financial modeling to include Income statements, Balance sheets, and Cash Flow statements.
• Advanced quantitative skills with a passion for using data to drive better decision-making.
• Proven track record of developing and implementing successful financial strategies that drive business growth.
• Superior written and verbal communication skills, with extensive experience presenting complex financial information to senior leaders.
• Well-organized, methodical thinker who can handle competing priorities and make decisions under pressure while delivering accurate, on-time, high-quality work.
• Detail-oriented, driven, and organized high performer with an insatiable desire to win.