Lead Financial Analyst at Retail Solutions
San Jose, CA, US

RSi is a leading provider of retail data science based analytics and a big data management platform which helps top retailers and CPG companies manage their supply chain and marketing initiatives to drive sales results.  Using machine learning, streaming analytics and predictive models, we are the go-to cloud based; peta-scale SaaS data management platform in the retail industry.  Join our team as a Lead Financial Analyst and join a global innovative technology leader with a strong presence in San Jose CA, USA.


We are seeking an individual who will lead the full FP&A function. This position is expected to manage the company's financial monthly forecasting, annual budgeting processes, and variance analysis. The individual will prepare financial statements, financial preparations, and have experience with month end closing, along with analyzing after closing. The individual will report directly to the CFO and work closely with the Controller of the company. This position requires a driven individual who has refined communications skills and exceptional business acumen. He or she must be able to work independently and have the to drive to follow up and follow through with increasing volume.


  • Drive and own monthly and annual forecast, budget, and long-range planning.
  • Prepare the P&L, balance sheet, and cash-flow forecasts for the business (short and long term), analyze trends, and challenge assumptions.
  • Drive the Company’s revenue forecast, on SaaS parameters.
  • Prepare materials for key presentations (executive meetings and all-hands presentations) on the trends you are seeing in the data and provide recommendations to the company’s leadership.
  • Build financial models and analysis of key performance indicators- based on financial and business metrics- to evaluate the company’s performance.
  • Perform monthly budget versus actual analysis and work with department heads across the company to effectively manage their budget and support their business decisions on various projects.
  • Implement and oversee automation of FP&A systems to help us drive predictability in forecasting and more effective budgeting processes.
  • Collaborate with Accounting team to review financial data and propose adjustments.
  • Perform and complete ad hoc projects as needed.


  • Masters’ degree (ideally in Finance, Accounting).
  • 4+ years of FP&A experience at a technology company (SaaS experience preferred) and/or 2+ years of investment banking and consulting.
  • Advanced skills in Excel and PowerPoint.
  • Excellent written and oral communication skills.
  • Experience in the Software / SaaS industry strongly preferred.
  • Positive attitude with high aptitude to learn new things.
  • Team player with strong interpersonal and communication skills.
  • Desire and eagerness to grow with the company.


Retail Solutions, Inc. ("RSi") develops and delivers a comprehensive suite of award-winning software-as-a-service (SaaS) solutions that turn Retailer "downstream data", such as point-of-sale (POS), supply chain, merchandiser feedback and category data, into actionable visibility into the store and onto the shelf for their suppliers.

RSi, the largest and fastest-growing company in the Retail Execution Management field, has more experience with processing customer-specific retailer data than any other company. Retailers and consumer product goods (CPG) companies trust Retail Solutions to grow sales, reduce out-of-stocks, improve promotion execution and effectiveness, maximize retail operation productivity and foster collaborative relationships in the retail industry to improve product availability for the end-consumer.

RSi serves more than 500 CPG Companies, including 23 of the top 25 global consumer goods companies, and processes data from more than 175 leading retailers in the Americas and Europe.
Retail Solutions, Inc. is headquartered in San Jose, CA and has offices in Providence, RI, Bentonville, AR, Minneapolis, MN, Chicago, IL, Brentford, UK, Munich, Germany, Pune, India, and Shanghai, China. RSi is an equal opportunity employer.
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