Amy's Kitchen

Senior Financial Analyst

Job Locations US-CA-Petaluma
Position Type
Full Time
Location : Location


The Senior Financial Analyst is responsible for developing and producing financial reports, models, and analysis on a regular basis for the company and all its entities. The Senior Financial Analyst will work with their manager to spot trends and drivers and clearly communicate any recommendations to management. This role will support numerous processes and initiatives in the company, inclusive of P&L, cash flow, and balance sheet aspects of long-range planning (LRP), annual planning (AOP), forecasting, scenario analysis, monthly results, accruals, monthly business reviews, family board meetings and external bank and audit reviews. The ability to work in a dynamic, manual, and systematic environment is critical. Accuracy, foresight, cross-functional interactions, and clear communication will be critical components of this role. The person in this role will also be responsible for evolving and improving processes and reporting. This role will have the opportunity to support all areas of finance inclusive of commercial, corporate, supply chain, operations, and accounting.


Essential Duties and Responsibilities

  • Create and maintain detailed financial reporting and analysis for assigned areas of the business to identify issues, trends, and opportunities.
  • Support month-end close and forecast process, inclusive of accruals and balance sheet reconciliations.
  • Support long-range planning, annual planning and monthly forecasting process and develop reporting and models based on business needs; Enhance the company’s analytical storytelling through volume, price, mix analysis (VPM).
  • Support multi-entity, category and customer structure through partnering across the finance team to provide required analytical support.
  • Ad-hoc reporting, special projects and other department support as needed.
  • Act as a subject matter expert for the implementation and on-going maintenance of the company’s EPM system.
  • Develop and deliver financial training to cross-functional teams.
  • Document departmental policies and procedures, as requested.
  • It is the responsibility of all employees to uphold the mission of the Amy’s Food Safety and Quality Policy. This includes following all Food Safety and Sustainability programs and participating in all required training.




This position has no supervisory duties.

Qualifications and Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



  • Bachelor's degree (B. A. or B. S.) from four-year college or university; or equivalent combination of education and experience. MBA | CPA a plus.



  • 5+ years of related experience in finance, preferably in the consumer-packaged goods or retailer environment.



  • Financial modeling, forecasting and scenario planning.
  • Proficiency across P&L, cash flow and balance sheet; treasury knowledge a plus
  • Knowledge of manufacturing financials, inclusive of sales, trade, cost of goods sold and SG&A.
  • Cost and General accounting a plus.
  • Proficiently skilled in budgeting, forecasting, and modeling techniques.
  • Strong proficiency with MS Office Tools, especially Excel.
  • Proficient with ERP, EPM, and/or manufacturing systems.
  • Ability to work independently on a wide variety of projects.
  • Understand basic fundamentals of supply chain management and production.



  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to transform sales and plant and/or operations activity into financial data and reports (i.e. dollars and cents).
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.



  • Ability to work with mathematical concepts and understand financial reporting and data.
  • Ability to apply financial acumen to a plant environment.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.



  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.






The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee will be required to stand; walk; use hand to finger, handle, or feel; reach with hands and arms; and talk and hear. The employee will occasionally lift and/or move up to 25 pounds.


TRAVEL Limited travel (less than 10%) is expected with this position. 



The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is sometimes exposed to moving mechanical parts. The noise level in the work environment is usually moderate.


The employee must be comfortable spending time in a plant environment.  An understanding of the plant and operations is essential to the success of this job.


Compensation Range for the Bay area market: $85,600 - $128,400

*Please note that other locations may be subject to a lower range



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