EVERGOODS Crossover Equipment · 1 month ago
FINANCIAL PLANNER & ANALYST
Bozeman, MT
Full-time
Onsite
Mid, Senior Level
3+ years expEVERGOODS Crossover Equipment is looking for a Financial Planner & Analyst to join their team and play a pivotal role in shaping the financial strategy, performance, and growth of the business. This role involves leading financial planning, forecasting, reporting, and analysis to guide key decision-making and ensure long-term fiscal health and sustainability.
ApparelE-CommerceManufacturingWholesale
Responsibilities
Lead the development, implementation, and ongoing management of the financial planning processes, including annual budgets, quarterly forecasts, and long-range strategic plans
Conduct in-depth analysis to support strategic decision-making, evaluate business performance, identify trends, and recommend actionable insights to optimize financial results
Analyze the impact of business strategies and initiatives, customer profitability and segmentation, and channel and brand profitability as they relate to business strategy and company goals
Manage and prepare monthly, quarterly, and annual financial reports for stakeholders that support key decision-making at EVERGOODS. Reports should include long-term financial and operational plans, short term forecasts, cash modeling and planning
Maintain, review and track departmental budgets
Establish and track key performance indicators (KPIs) to assess business performance, monitor progress towards financial goals, and proactively identify areas for improvement
Oversee and participate in the invoice payment cycle, ensuring accuracy, timeliness, and proper coding of all transactions
Develop and maintain accurate forecasting models to project financial performance, monitor variances against budgets/forecasts, and prepare regular management reports to communicate key findings and recommendations
Track all purchase orders, including expected arrival, payment terms, freight, and tariffs
Reconcile Purchase Orders for amounts received domestically and direct shipped to wholesale
Reconcile wholesale inventory and collection activities
Maintain average cost inventory values and provide insight into inventory trends and cost drivers
Continuously seek opportunities to enhance financial systems, processes, and reporting mechanisms, leveraging technology and best practices to improve accuracy and efficiency
Partner with the CEO, COO, and key functional leaders to improve business performance and profitability through financial analysis, strategic planning, and risk management
Act as a trusted advisor, providing financial insights that drive strategic decisions and operational excellence
As the business grows and changes, the role may be assigned special projects as needed
Qualification
Required
Bachelor's degree in finance or economics
3+ years of progressive planning and financial analysis experience in a consumer products manufacturing/sourcing company that prioritizes direct to consumer sales
Proven ability to communicate effectively with stakeholders at all levels, present findings in a clear and concise manner, and influence decision-makers
Strategic mindset with the ability to think critically, solve problems, and contribute to the development of innovative solutions
Ability to work cross-functionally with all levels of the organization
Google Workspace tools (Drive, Calendar, Sheets, Docs, etc)
Passionate about the EVERGOODS mission and eager to contribute to building a durable, high-performance brand
Preferred
CPA or MBA preferred
Software proficiency in Xero Software for Small Business, Bill.com, and OnPay payroll solutions
Experience with utilizing Shopify or similar commerce platforms
Company
EVERGOODS Crossover Equipment
Located in the foothills of Bozeman, Montana, our mission is to create long lasting, high quality, crossover equipment --the technical refinement of outdoor gear with all the ease and appeal of everyday wear.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Dee
Co-Founder and Designer
Company data provided by crunchbase