Senior Financial Analyst

Description:

Position Overview

LiveTrends Design Group is seeking a strategic and analytically driven Senior Financial Analyst to support growth and profitability in a dynamic B2B wholesale environment. This role will lead ROI-driven decision-making across inventory investments, product lines, and customer channels, while playing a key role in evaluating and executing M&A opportunities to expand market share and capabilities.

Key Responsibilities

ROI & Profitability Analysis:

• Lead ROI analysis across product categories (live goods, décor, art pieces), customer segments, and distribution channels
• Evaluate profitability of inventory investments, including seasonal plant cycles and trend-driven art products
• Develop financial models for pricing strategy, vendor negotiations, and promotional campaigns
• Analyze gross margin drivers (shrink, spoilage, freight, handling costs) and recommend improvements
• Track and report post-investment performance vs. forecast

Mergers & Acquisitions (M&A):

• Support acquisition strategy targeting growers, suppliers, distributors, and complementary product lines
• Build valuation models (DCF, comparable transactions, accretion/dilution) for potential deals
• Participate in due diligence, including analysis of inventory quality, supply chain risks, and customer concentration
• Identify and quantify synergies (procurement savings, logistics efficiencies, cross-selling opportunities)
• Assist in integration planning

Inventory & Working Capital Optimization:

• Analyze demand forecasting accuracy and working capital efficiency
• Partner with operations and supply chain teams to optimize inventory turns and reduce waste

Strategic Planning & Growth Initiatives:

• Collaborate with leadership on expansion strategies
• Evaluate capital investments such as greenhouse capacity, warehousing, and distribution infrastructure

Reporting & Insights:

• Build dashboards and KPIs tracking ROI, inventory performance, and deal outcomes
• Deliver clear, actionable insights to senior leadership
• Prepare materials for executive and board-level decision-making

Requirements:

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
• 5–8+ years of experience in corporate finance, FP&A, investment banking, or private equity
• Strong experience in ROI modeling and M&A transactions
• Advanced Excel and financial modeling skills; experience with BI tools preferred
• Experience in wholesale, distribution, retail, agriculture, or consumer goods is highly desirable

Key Competencies

• Strong understanding of inventory-driven business models and margin dynamics
• Ability to analyze both financial and operational data
• Strategic mindset with hands-on execution capability
• Excellent communication skills
• High attention to detail

Success Metrics

• Improved ROI on inventory and capital investments
• Reduction in shrink/spoilage and improved gross margins
• Successful execution of accretive M&A deals
• Enhanced working capital efficiency
• Quality of financial insights influencing decisions