Senior Financial Analyst

About Sweet Oak Group:

Sweet Oak is a global food company enabling healthier lifestyles and providing access to high quality plant-based sweeteners, flavor enhancers and other foods through our diverse portfolio of trusted brands and delicious products.

The Role:

We are hiring a Senior Financial Analyst who can do more than roll forward a template. You will own recurring reporting, build the dashboards leadership actually uses, and dig into the data until you understand what is really going on. This is a role for someone who asks the next question without being prompted.

You will work across finance, operations, sales, and supply chain. Expect exposure to the executive team from day one.

What You Will Do:

• Own the corporate functional budgeting process end to end, including reforecasting cycles and long-range planning.
• Drive decision making across the business by translating data into clear recommendations for functional leaders.
• Build strong relationships with functional owners across sales, operations, marketing, and supply chain. You are their finance partner, not a scorekeeper.
• Own the monthly and quarterly reporting pack: P&L, KPI scorecards, variance commentary, and board-ready summaries.
• Build executive-level dashboards in Power BI that turn messy data into clear decisions.
• Partner with sales and operations on pricing, trade spend, margin analysis, and SKU-level profitability.
• Pull and tie together data from Microsoft Dynamics 365, SAP, Power BI, and syndicated sources like SPINS and Circana/Unify+.
• Champion AI and automation across finance. Identify repetitive processes, automate them, and use AI every day to work faster and smarter.
• Support month-end close with accrual review, flux analysis, and tying out variances between forecast and actuals.
• Build and maintain the direct cash flow forecast. Track DSO, DPO, and inventory turns, and flag working capital risks before they hit the P&L.
• Own the headcount tracker and manage opex against budget by cost center. Partner with People Ops on comp planning inputs.
• Prepare lender reporting packages, covenant compliance materials, and quarterly updates for the ownership group.
• Standardize forecast templates, build reusable models, and own the rhythm of the FP&A calendar.
• Support ad hoc analysis for leadership on M&A, capex, working capital, and new product ROI.

What We Are Looking For:

• 3 to 5 years in FP&A, financial analysis, investment banking, consulting, or corporate finance. CPG or food and beverage experience is a plus but not required.
• Strong data analytics skills and natural curiosity. You are not satisfied with "the number is what it is." You want to know why.
• A bias for optimization and improvement. You look at a process and immediately see three things that could be better.
• Proactive work style. You flag issues before they become problems and bring solutions, not just observations.
• Ability to quickly learn multiple data systems and build executive-level dashboards that leadership actually uses.
• AI-forward mindset. You use AI tools daily and get excited about automating repetitive work. You have real examples of processes you have automated or accelerated with AI.
• Hands-on experience with Power BI and at least one ERP (Microsoft Dynamics 365 or SAP preferred).
• Advanced Excel, including complex modeling. SQL and Power Query are strong pluses.
• Bachelor’s degree in finance, Economics, Math, Engineering, or a related quantitative field.
• Clear written and verbal communication. You can explain a variance to the executive team in two sentences.
• Thrives in a fast-paced environment. Ambitious, driven, and ready to own your impact.

Sweet Oak is an equal opportunity employer. We celebrate diversity and are committed to creating an all-inclusive environment.

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

Equal Opportunity Employer


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