Senior Financial Analyst

Senior Financial Analyst

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. 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

Budget & Forecasting

What You'll Need

Essential Physical Requirements

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!