Retail FP&A Analyst

A bit about us

Trek is an awesome place to work with amazing benefits for all employees. We build only products we love provide incredible hospitality to our customers and change the world by getting more people on bikes. When youre on our team youre taken care of encouraged to learn and grow and given lots of opportunities to do so. Give us your best and well give it right back. Sound pretty sweet Then come join us!

Job Description

Position Summary

The Retail FP&A Analyst is a critical business partner to the Operations and Inventory Management teams responsible for driving financial visibility accountability and performance across a national network of retail stores. This role supports store district and regional leadership by providing actionable insights analyzing key performance drivers and supporting strategic initiatives to improve profitability inventory health and operational efficiency.

Key Responsibilities

1. Financial Planning & Performance Analysis

• Partner closely with Store Managers District Managers and Regional Directors to develop monthly forecasts annual budgets and long-range plans for retail operations
• Analyze financial results and key performance indicators across the retail footprint to identify risks opportunities and trends
• Develop and deliver financial reporting packages and dashboards tailored to various levels of operational leadership
• Support business case development for new store openings remodels relocations and other capital investments

2. Operational Collaboration

• Act as the primary FP&A liaison to Retail Operations leadership to support store-level and regional decision-making
• Provide guidance on sales labor margin and operating expense management to drive financial accountability and performance improvement
• Participate in regular business reviews and field leadership meetings providing financial insights and recommendations

3. Inventory Management Support

• Collaborate with the Inventory Management team to monitor inventory turns stock levels aging shrink and store-to-store transfers
• Analyze the financial impact of inventory strategies and help ensure healthy inventory levels across the retail network
• Support initiatives to reduce obsolete and excess inventory while maintaining in-stock goals

4. Facilities Spend Oversight

• Partner with the Operations and Facilities teams to monitor and control facilities maintenance spend across all retail locations
• Track vendor performance repair frequency and maintenance budgets to ensure spend remains within plan
• Assist in identifying cost-saving opportunities and process improvements related to facility operations

Qualifications

• Bachelors degree in Finance Accounting Economics or related field
• 24 years of experience in Financial Planning & Analysis preferably in a multi-unit retail or consumer-facing environment
• Strong financial modeling and analytical skills with high proficiency in Excel; experience with BI tools (e.g. Power BI) a plus
• Familiarity with inventory metrics retail KPIs and operational cost structures
• Excellent communication and interpersonal skills; proven ability to partner with non-financial stakeholders
• Highly organized detail-oriented and capable of managing multiple priorities in a fast-paced environment

What Success Looks Like

• Operational leaders trust and rely on your insights to manage performance and make informed decisions
• Store and regional financial results are aligned with strategic goals and forecast expectations
• Inventory remains balanced across locations with minimal aging and markdown pressure
• Facilities maintenance spend is predictable efficient and aligned with budgeted targets

Trek Benefits:

Flexible and fun company culture
Competitive health care
PPO & HDHP medical plan options Dental insurance Vision insurance
Flexible Spending Accounts (FSA)
Free life insurance & optional term life insurance
Competitive vacation package
401(k) with match and Employee Stock Ownership Plans (ESOP)
12 weeks of maternity leave with 100% pay
Flexible holiday schedule 10 company holidays
Tuition Reimbursement up to $15000! (Undergraduate & Masters programs)
Employee discounts on all product
Deep partner retail discounts

We are an Equal Employment Opportunity (EEO) Employer. Trek strictly prohibits discrimination on the basis of race color creed religion gender gender identity pregnancy marital status partnership status sexual orientation age national origin veteran or military status disability medical condition genetic information or any other characteristic prohibited by federal state and/or local laws. This policy applies to all aspects of employment including hiring promotion demotion compensation training working conditions transfer job assignments benefits layoff and termination.

We are an E-Verify employer.

For more information please click on the following links:
E-Verify Participation Poster: English / Spanish
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