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Senior Financial Analyst

California - within a Philz Market in the SF Bay Area or Southern California

If you’re looking for a role where your analysis truly influences decisions, this is it. As a Senior Financial Analyst, you’ll have visibility across the business, shaping budgets, reports, and insights that drive strategy and performance. You won’t just track numbers; you’ll help answer new questions, uncover opportunities, and guide how Philz understands both its customers and its future.

This role is remote, giving you the flexibility to work from home while staying closely connected to where the action happens - our stores. To make the most of that connection, you’ll need to be based in either the San Francisco Bay Area or Southern California. Being in our market means you’ll have the chance to see the impact of your work firsthand and stay close to our operations and culture that Betters People's Day.

 

WHAT YOU’LL DO

Analytics & Financial Modeling

  • Design and generate intuitive, actionable analytics and reporting including but not limited to: labor scheduling and/or product ordering guidance; store sales performance; customer experience measurement; product profitability, and financial performance vs. stated objectives.    
  • In partnership with other key stakeholders, oversee workplace productivity initiatives by designing and implementing key business insights including but not limited to improved sales, operational productivity, and financial performance.  Prepare in depth ad hoc analysis and performance updates to the Philz Leadership Team.
  • Create item and product-level forecasts to support coffee buying and supply chain sourcing for the current business plus any planned limited time offers. Work in partnership with the Product and Marketing team to understand the planned campaigns that will need forecast guidance.
  • Identify business issues and design and implement strategic solutions.

Develop & Influence

  • Develop and maintain relationships with key stakeholders and stakeholder communities (i.e. retail) and stay up to date on Philz business initiatives to ensure that team work product is relevant.
  • As determined, develop and oversee project plans to reach business goals in a timely and effective manner.
  • Support the design and maintenance of the data warehouse to enable timely, accurate and flexible reporting. 
  • Provide thought leadership and oversee the development of standardized reporting through business intelligence tools.   
  • Create and deliver relevant and effective presentations for a wide variety of audiences. 

Budget & Forecasting

  • Prepare for, lead, and follow up on operational and/or departmental budget v. actual meetings
  • Key partner in the annual budgeting process by developing the bottoms-up budget for key business units.

 

WHAT YOU’LL NEED

  • Demonstrated quantitative skills with a Bachelors’ degree in Finance, Accounting, Economics, Computer Science or Statistics.
  • 4+ years of relevant work experience in a high growth, fast pace environment with demonstrated ability to manage multiple projects at once.
  • Ability to quickly build relationships and partner cross functionally from the executive team to store leadership.
  • Passion for ensuring a great customer experience (internal and external). 
  • Enthusiasm and curiosity to connect the dots and deeply understand Philz retail stores. 
  • Strong written and verbal communication skills with a demonstrated ability to present complex information in a clear, simple way to drive decision making and inspire action. 
  • Flawless attention to detail and excellent problem-solving skills.  
  • Strong skills with Microsoft Excel and experience using data analytics, visualization software, and/or business intelligence tools (such as Power BI, Looker, Domo, Tableau).

 

ESSENTIAL PHYSICAL REQUIREMENTS

  • Visual acuity
  • Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to others
  • Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or fingers
  • Extending hand(s) and arm(s) in any direction
  • Bending, Reaching, Pulling, Pushing, Extending arms/hands occasionally during shift
  • Sitting for extended periods of time
  • Exerting up to 10-20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects

**Compensation & Benefits

A reasonable estimate of the starting annual base salary for this role is $80,000 to $90,000. Please note that the base pay will vary based on qualifications, previous experience, and work location.

When you join our team, we better your days through our benefits and support programs – we offer our team members medical, dental, and vision insurance, company-paid basic life insurance, optional family life insurance, 401(k) with company match, flexible spending accounts, commuter benefits, mental health support, holiday pay, Vacation & Sick Time, Team Member discounts, freebie drinks and discounted beans, fun Philz swag, opportunities for growth and advancement, and more!

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