About this opportunity
Trade Coffee lists this Financial Planning and Analysis Manager opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 Model
Build, maintain, and continuously improve the company's financial model across all businesses
Develop sensitivities and scenario analyses that inform strategic decisions
Ensure the model reflects actual business dynamics and evolves as we learn
Drive Performance Analysis
Analyze results against plan and prior periods - explain what happened and why
Surface the metrics that matter and focus the team on areas needing attention
Build dashboards and reporting that give leaders real-time visibility into performance
Lead Planning & Forecasting
Drive monthly and quarterly reforecasts based on actual results and changing assumptions
Support annual budgeting process and long-range planning
Partner with VP Finance on all budget-related activities
Support Strategic Decision-Making
Partner with department heads to analyze new strategies, initiatives, and investments
Build business cases that quantify impact and inform go/no-go decisions
Translate operational plans into financial implications
Board & Leadership Reporting
Prepare financial updates and analysis for board decks
Support VP Finance in communicating financial performance to leadership and investors
Create clear, compelling narratives around the numbers
Qualifications
3+ years in FP&A, strategic finance, or related analytical roles
Track record building and owning financial models in fast-paced environments
Experience in direct-to-consumer, ecommerce, or subscription businesses strongly preferred
Background in high-growth startups or early-stage environments a plus
Experience 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 follow
Strong understanding of ecommerce and subscription unit economics (CAC, LTV, contribution margin, cohort analysis)
Experience with financial planning tools (Mosaic, Pigment, Anaplan, or similar) a plus
Comfortable working with data from multiple sources - you know how to get the data you need
SQL 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 recommend
Strong variance analysis skills - you can quickly identify what’s driving performance
Experience building scenario analyses and sensitivities that inform real decisions
Ability to balance precision with speed - you know when good enough is good enough
Clear communicator who can translate financial concepts for non-finance audiences
Experience partnering with department heads and cross-functional leaders
Comfortable presenting to leadership and engaging in strategic discussions
You 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 team
The opportunity to deepen your skills and make a lasting impact as the organization scales
Ongoing mentorship and support from leadership and management
A competitive salary and unlimited vacation
$500 a year to spend on amazing coffee
Best-in-class health benefits and a 401(k)
Twice-monthly catered lunches
A pet-friendly office
Two 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. xhqgsiq
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.