Zevia

Financial Planning and Analysis

• Support development of the Annual Operating Plan, monthly forecasts, latest estimates, and long-range financial plans
• Build and maintain financial models for revenue, gross margin, direct selling costs, contribution margin, customer profitability, marketing investment, and other commercial drivers
• Prepare monthly and quarterly reporting and variance analysis against budget, forecast, and prior year
• Analyze revenue and profitability across customers, channels, products, and packages
• Partner with Accounting during month-end close to ensure timely and accurate reporting
• Develop financial analyses and presentations for senior leadership, executive, Board, and earnings materials
• Support Sales and Revenue Management with customer performance, distribution, pricing, promotion, volume, mix, and profitability analysis
• Model new product launches, innovation, pricing actions, and promotional investments
• Support Marketing planning through analysis of investment, timing, effectiveness, and ROI
• Create executive-ready reports, dashboards, and scorecards using Excel, Power BI, Tableau, or similar tools
• Maintain data models, validate metrics and data sources, and document recurring reporting processes
• Streamline and automate recurring commercial finance analyses and reporting using financial planning, ERP, BI, and approved AI tools
• Support commercial and marketing business reviews under the Senior Director of FP&A
• Perform financial research, special projects, and ad hoc commercial analysis and communicate recommendations

Senior FP&A Analyst