Sr. FP&A Analyst

Job Description

Job Description

About Bluebird

We're The Bluebird Group - we're an omnichannel commerce partner that helps brands grow across every retail and digital channel.

We sit at the intersection of retail, eCommerce, media, and data. We help brands show up wherever their customers are (Target, Amazon, Walmart, Costco, Kroger, social commerce like TikTok, and beyond) and drive real sales growth.

We're not just strategists - we're a hands-on team of experienced retail operators who execute across everything from retail media and creative to data, insights, and full go-to-market strategy.

The result: we simplify what's become a really complex retail landscape and help brands scale faster and smarter.

Job Summary

We're looking for a Senior FP&A Analyst to support financial planning, forecasting, business analysis, and strategic decision-making across the organization.

This role partners closely with the FP&A Manager and business leaders to provide financial insights, monitor performance, support planning processes, and identify opportunities that drive profitable growth. You'll help turn complex financial and operational data into clear recommendations that guide decision-making and improve business performance.

The ideal candidate is analytical, business-minded, and comfortable working across teams to solve problems, challenge assumptions, and deliver insights that support strategic objectives.

This position is based in our downtown Minneapolis office and is expected to be in office Tuesday, Wednesday, and Thursday of each week.

What You'll Do

Financial Planning & Forecasting

• Support the monthly and quarterly forecasting processes across multiple business units
• Partner with functional leaders to develop financial forecasts, assumptions, and business plans
• Assist in the development of annual operating plans, budgets, and long-range planning activities
• Monitor business performance against plan and identify emerging risks and opportunities
• Help improve forecasting accuracy through ongoing analysis and process refinement

Business Performance & Financial Analysis

• Analyze financial and operational performance to identify trends, opportunities, and areas of risk
• Perform variance analysis across P&L and balance sheet accounts, providing meaningful insights and recommendations
• Conduct sales, margin, customer, and service line performance analysis
• Support profitability analysis and evaluation of key business initiatives
• Develop financial models that support decision-making and business planning

KPI Reporting & Business Insights

• Monitor and analyze key business metrics, including customer net revenue retention (NRR), new business performance, revenue trends, and workforce analytics
• Create dashboards, scorecards, and reporting tools that improve visibility into business performance
• Translate financial and operational data into actionable recommendations for leadership teams
• Support management reporting, business reviews, and performance tracking initiatives
• Identify opportunities to improve reporting efficiency and business visibility

Strategic Finance & Decision Support

• Support analysis of strategic initiatives, business opportunities, and investment decisions
• Partner with leadership teams to evaluate financial impacts and business outcomes
• Assist with financial due diligence, scenario planning, and business case development
• Support cross-functional reviews related to new and ongoing initiatives
• Contribute insights that improve business performance and support long-term growth objectives

Board & Executive Reporting

• Support the development of Board presentations, executive reporting packages, and financial updates
• Prepare reporting and analysis used by leadership for internal and external stakeholder communication
• Assist with business outlook updates, financial flashes, and ad hoc leadership requests
• Ensure reporting is accurate, timely, and aligned with key business priorities

Systems, Automation & Process Improvement

• Leverage AI tools, analytics platforms, and financial systems to improve reporting, forecasting, and operational efficiency
• Support automation initiatives that reduce manual effort and enhance business insights
• Identify process improvement opportunities across FP&A, reporting, and business planning activities
• Partner with Accounting, Operations, and business leaders to improve data quality and reporting consistency
• Help improve the scalability and effectiveness of financial planning processes

What We're Looking For

Experience

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Experience in financial planning and analysis, corporate finance, investment banking, consulting, accounting, or a related analytical role
• Experience supporting budgeting, forecasting, financial modeling, and business analysis activities
• Experience partnering with business leaders and cross-functional teams
• Experience working in a high-growth environment preferred
• Industry experience in business services, retail services, consumer products, or related industries preferred

Skills & Competencies

• Advanced Microsoft Excel skills, including financial modeling, large dataset analysis, pivot tables, and complex formulas
• Strong financial analysis, forecasting, and business modeling capabilities
• Excellent analytical and problem-solving skills
• Ability to translate financial data into actionable business insights
• Strong written, verbal, and presentation communication skills
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Ability to influence decisions through data and analysis

Preferred Qualifications

• Experience in FP&A within a high-growth or private equity-backed organization
• CPA, CFA, MBA, or progress toward these credentials preferred
• Experience with NetSuite or similar ERP platforms
• Experience with AI tools that support reporting, forecasting, and operational efficiency
• Experience building dashboards and executive reporting packages
• Proven track record of improving business performance through analytics, KPI development, and process improvement

Our Commitment

We prioritize the inclusion of diverse perspectives. We aspire for all team members to feel like this is a place where they belong. Where they are respected by the company and are empowered to impact the business and achieve their full potential. We understand that relationships built on trust, respect and communication better serve our clients, team members and business.

Disclaimer: This job description outlines typical functions and responsibilities but may evolve based on business needs.