Senior Financial Sales Analyst

Hi, we're Stumptown. We're a coffee company, and we source, roast, taste, package, sell, deliver, brew and serve what we firmly believe is the best coffee on the planet. We are progressive, open, and evolving but uncompromising in our commitment to quality. We work hard, collaborate constantly and have fun every day. We pride ourselves on our passion for excellence, our spirit of generosity and on the long-term relationships we nurture as we guide our coffee from the good hands of our hardworking partners at origin into the cups of our customers. If you love coffee, people and getting things done, this just might be the place for you.

Summary

The Senior Financial Sales Analyst partners with Sales and Marketing teams to provide financial information and insights that enable sound operating decisions across the organization. This role goes beyond reporting to provide insightful analysis and propose impactful solutions to optimize our existing channels and drive profitable growth. This position will develop and publish sales and margin reports, identify trends, partner with the sales team to forecast and budget for channel revenue, analyze pricing and profitability, and build financial models to support Stumptown's strategic initiatives. This role reports to the Director of FP&A. This role is a full-time, exempt position, based out of our Portland, Oregon Headquarters.

Essential Functions

• Cross-Functional Collaboration: Partners with stakeholders across departments to align sales initiatives with broader organizational goals.

• Sales Analysis & Insights: Analyzes complex sales data to identify trends, opportunities, and patterns, providing actionable insights to inform strategic decision-making.

• Sales Forecasting: Develops and maintains accurate, data-driven sales forecasts to guide strategic planning and resource allocation.

• Reporting & Dashboard Development: Designs and maintains insightful sales reports and dashboards using PowerBI and Excel to monitor key performance indicators (KPIs) and track performance against goals.

• Sales Strategy Support: Collaborates with sales teams to analyze trends, model the financial impact of initiatives (including pricing and promotions), and tracks new business development across Wholesale, CPG, Retail, and E-commerce channels to achieve sales targets.

• Marketing & E-commerce Analytics: Partners with Brand and Marketing teams to analyze e-commerce performance and evaluate the return on investment (ROI) of marketing spend and business initiatives.

• Pricing & Profitability Analysis: Manages and assesses pricing models and profitability, providing recommendations to optimize revenue and profit generation.

• Trade Spend and Promotions: Ongoing tracking and analyzing of trade spend programs; assists in evaluating effectiveness, and providing recommendations to maximize ROI and drive profitable growth within CPG channel.

• Presentation & Ad-hoc Analysis: Assists with management and board presentations, performance metric reporting, and other ad-hoc analyses as needed.

• Process Improvement: Implements consistent processes with a focus on continuous improvement and profitability.

Supervisory Responsibilities

• This role does not directly manage other employees but will be encouraged to lead change across the organization through collaborative leadership, project management, and influencing skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or similar field preferred, candidates with equivalent experience will be considered.

• 3-5 years of experience in a combination of direct to consumer, CPG or wholesale sales, channel reporting, financial forecasting and financial modeling.

• Solid understanding of financial modeling and accounting concepts required; pricing and trade spend experience preferred.

• Extensive experience working with large amounts of data and a variety of ERP and business intelligence tools; D365 and PowerBI experience preferred.

• Intermediate or Advanced Microsoft Excel and Powerpoint required.

• Outlook, Teams and Sharepoint preferred, experience in Google Suite a plus.

• Strong communication skills, with ability to adapt the message depending on the audience.

• Self-starter with the ability to work independently to tackle challenges & find opportunities.

• Ability to consistently hit key dates and timelines while balancing multiple priorities.

Physical Demands

• Ability to sit continuously at a computer.

• Ability to lift up to 5 pounds frequently and up to 25 pounds on occasion.

Work Environment

• Work takes place in office settings; this position is based at our HQ in Portland, Oregon and will spend, on average, half of their time working in the office and half of their time working from home.

• Ability to work additional hours as necessary during peak times (e.g. month-end close, annual planning, etc) and occasionally on an ad-hoc basis dependent on business needs

At Stumptown, we welcome diversity and celebrate that our communities include individuals from all backgrounds, identities, and walks of life. We strive every day to foster an environment of inclusion, diversity, equity, and accessibility that supports our employees, customers and communities. We know that embracing diversity makes us stronger, enriches our culture, and allows us to grow together. We encourage candidates with diverse backgrounds, identities, skills, and abilities to apply. If you require reasonable accommodation in completing the application, interview or assessment process, please direct your inquiries to a member of the People team at jobs@stumptowncoffee.com or by calling (855) 711-3385. We are proud to be a B Corp and equal opportunity employer.