Business & Finance Analyst

JOB SUMMARY

We are searching for a skilled Financial Analyst with a strong foundation in Business Data and Technology Innovation to join our dynamic team. This role demands a unique blend of financial expertise analytical prowess and a forward-thinking approach. A crucial responsibility will be producing insightful reports that inform executive decision-making.

ABOUT US

Herbal Goodness is a premium manufacturer of unique superfoods and herbal formulations. We are dedicated to improving lives by supporting natural health and holistic well-being through the power of Herbs and Superfoods while empowering people! Our core values of Quality Sustainability and Impact are the backbone of our business. We believe in business for social good and we donate 10% of our profits to support the education of African girls.

Founded in 2013 & 100% women- and minority-owned the company excels in the botanical and natural supplements industry and manufactures product lines including teas capsules liquids essential oils smoothies and juices.

KEY RESPONSIBILITIES

Financial Reporting and Compliance

• Tax Prep & Support: (1) Provide a template for books that will support improved/efficient tax reporting. (2) Support the updated corporate structure to ensure an optimized tax and employee compensation structure for exit. Deploy tax optimization strategies to achieve the target EBIDTA.
  
• Ensure accurate transaction posting in QuickBooks Online (QBO).
• Prepare and present financial dashboards and weekly channel performance reports to help leaders assess the businesss performance.
• Generate Review and discussmanagement reportshighlighting key financial trends and opportunities.
• Support strategic planning withdata-driven financial insights.
• Profitability Analysis by Product & Channel
• Analyze revenue cost and margin performanceacross products sales channels and departments.
• Identifytop-performingandlow-performingproducts to guide marketing and pricing strategies.
  
• Monitor financial KPIsto assess business performance.
• Providecost-benefit analysisfor new investments hiring or business expansion.
• Work withoperations marketing & sales teamsto align financial goals with business objectives.
  
  
  

Financial Planning and Analysis (FP&A)

• Develop Financial Forecasts: Create 1-year 3-year and 5-year financial forecasts aligned with growth goals and exit objectives using various scenarios.
  
• Revenue and Expense Modeling: Build models that project revenue and identify major expense drivers allowing the company to assess profitability and scalability.
  
• Key Performance Indicators (KPIs): Define track and report KPIs relevant to growth (e.g. gross margin cash flow EBITDA) and perform regular variance analysis against budget.
  
• Develop and maintain thecompanys annual budgetby department and function.
• Track actual financial performance against budgeted numbers.
• Work with department heads to establishrealistic financial goals and projections.
• Review revise and update budgets based onreal-time business performance.
  
  

Cash Flow Management and Optimization

• Trackdaily weekly and monthlycash inflows and outflows.
• Ensure the company maintainshealthy liquidityfor operations.
• Forecasting & Future Cash Need
• Develop financial forecastsfor expected revenue costs and expenses.
• Predict futurecash flow challengesand recommend action plans.
• Ensureadequate working capitalis available for smooth operations.
• Managing Accounts Payable & Receivable
• Overseetimely payment of invoices and vendor contractsto maintain supplier relationships.
• Work with accounting tooptimize receivables collectionand reduce outstanding balances.
  
  

Cost Management and Process Optimization

• Reviews and approves all POs and pays all bills under $200.
  
• Ensurecost controland resource allocation align with business priorities.
• Analyze variancesbetween budgeted vs. actual expenses andidentify cost-saving opportunities.
• Prepare monthly variance reportsand recommend corrective actions to management.
• Work with vendors to renegotiate better terms to reduce COGS.
• Track and benchmark operational expenses to industry standards.
• Review all fixed and variable expenses and propose ways to reduce unnecessary costs.
• Identify opportunities for automation in financial tracking and reporting.
• Work with the accounting team to simplify and optimize financial workflows.
• Approvesall new vendor setups to prevent unauthorized edits in QBO.
  
  
  

Supporting Business Decision-Making

• Assess thefinancial viability of expansioninto new markets stores distribution or product lines.
• ProvideROI projectionsfor major business initiatives.
• Work withlenders & investorsto explore financing options if needed.
• Prepare financial reports and models tosupport funding applications.
• Analyze product pricing structuresto maximize revenue.
• Assess market trends and competitors to ensurecompetitive pricing.
  
  

Compliance Risk Management & Audit

• Ensure compliance withfinancial regulations and tax laws.
• Identifyfinancial risksand develop mitigation plans.
• Work with external auditors toensure accurate financial reporting.
• Maintainclean financial recordsfor tax and regulatory purposes.
• Collaborate with CPA tooptimize tax strategies.
• Ensure all tax filings areaccurate and on time.
  
  

Collaboration with Other Departments

• Aligninventory purchases with cash flow projections.
• Ensure smoothprocurement planningwithout excess costs.
• Providebudget and financial supportfor campaigns and product launches.
• Help trackcustomer acquisition costs (CAC)and marketing ROI.

EXPERIENCE & EDUCATION

• 7 years of relevant experience.
• Bachelors degree in business finance accounting marketing or related analytical field. Advanced degree a huge plus.
• Proficiency in Excel and Google Sheets: You should be comfortable working with spreadsheets formulas pivot tables and data manipulation techniques.
• Strong financial modeling and data analysis skills.
• Proficiency in data analytics tools such asExcel SQL Python R Tableau Power BI or similar platforms is a plus.
  
• A passion for innovation and a desire to stay up-to-date on emerging technologies.
  
• You should be able to approach complex data challenges with creative and practical solutions.
• Experience with data visualization tools such as Tableau Power BI or similar platforms is a plus.
• Effective communication skills to convey data insights and recommendations clearly to both technical and non-technical stakeholders.
  
• Ability to work on multiple projects simultaneously and meet multiple deadlines as well as take on projects independently or work collaboratively well.
• close attention to detail with excellent organizational skills and the ability to take charge set objectives and drive results.
  
• Must have excellent Internet connection working laptop and ability to adjust work hours to Central Standard Time (Between 9 am and 5 pm Central Standard Time).
  
  
  

BENEFITS

• Health Insurance
• Paid Time off
• Sign-on bonus
  
• Data Allowance
  
• Performance-based bonuses
  
• Professional Development opportunities

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Herbal Goodness recognizes that a diverse staff reflective of our community is an integral and welcome part of a successful and ethical business. We hire talent at all levels regardless of race color religion age national origin or gender and actively foster inclusion in all forms both within our company and across interactions with clients candidates and partners

INTERESTED

Have any questions Send an email to (QUESTIONS ONLY). All applicants must apply through the job posting link. Visit us at to learn more about our company.

JOIN OUR TEAM

If you are passionate about holistic health love connecting with people and are driven to succeed in a dynamic and rewarding role we would love to hear from you. Become a key player at Herbal Goodness and help us spread the word about the benefits of superfoods & super herbs for holistic health and well-being in the McKinney Texas community and beyond.

Required Experience:

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