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