Financial Planning and Analysis Manager

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
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 ModelBuild, maintain, and continuously improve the company's financial model across all businessesDevelop sensitivities and scenario analyses that inform strategic decisionsEnsure the model reflects actual business dynamics and evolves as we learn
Drive Performance AnalysisAnalyze results against plan and prior periods - explain what happened and whySurface the metrics that matter and focus the team on areas needing attentionBuild dashboards and reporting that give leaders real-time visibility into performance
Lead Planning & ForecastingDrive monthly and quarterly reforecasts based on actual results and changing assumptionsSupport annual budgeting process and long-range planningPartner with VP Finance on all budget-related activities
Support Strategic Decision-MakingPartner with department heads to analyze new strategies, initiatives, and investmentsBuild business cases that quantify impact and inform go/no-go decisionsTranslate operational plans into financial implications
Board & Leadership ReportingPrepare financial updates and analysis for board decksSupport VP Finance in communicating financial performance to leadership and investorsCreate clear, compelling narratives around the numbers
Qualifications
3+ years in FP&A, strategic finance, or related analytical rolesTrack record building and owning financial models in fast-paced environmentsExperience in direct-to-consumer, ecommerce, or subscription businesses strongly preferredBackground in high-growth startups or early-stage environments a plusExperience 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 followStrong understanding of ecommerce and subscription unit economics (CAC, LTV, contribution margin, cohort analysis)Experience with financial planning tools (Mosaic, Pigment, Anaplan, or similar) a plusComfortable working with data from multiple sources - you know how to get the data you needSQL 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 recommendStrong variance analysis skills - you can quickly identify what’s driving performanceExperience building scenario analyses and sensitivities that inform real decisionsAbility to balance precision with speed - you know when good enough is good enoughClear communicator who can translate financial concepts for non-finance audiencesExperience partnering with department heads and cross-functional leadersComfortable presenting to leadership and engaging in strategic discussionsYou 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 teamThe opportunity to deepen your skills and make a lasting impact as the organization scalesOngoing mentorship and support from leadership and managementA competitive salary and unlimited vacation$500 a year to spend on amazing coffeeBest-in-class health benefits and a 401(k)Twice-monthly catered lunchesA pet-friendly officeTwo paid days of Trade-sponsored community service each year
NYC Base Salary Range$125,000—$145,000
In addition, Trade offers comprehensive benefits, including company-paid health, dental, and vision insurance, 401(k), flexible spending account, and paid leave (including vacation time and parental leave) in accordance with applicable plans and policies.
Please beware of job scams: Trade Coffee will never ask candidates for payment or financial information, and all official communication comes from @ addresses.
Legitimate open roles will be posted on our careers page or LinkedIn profile. xzbcwsv
Equal Opportunity Statement
We are committed to diversity and inclusivity.