Job Description
Trek is seeking an analytical FP&A Analyst to join their Financial Planning & Analysis team. This role involves driving financial insights, planning, and performance management across multiple business units. The analyst will partner with department leaders, translate financial data into actionable strategy, and support Trek's continued growth. It's a high-visibility role for someone who thrives in a fast-paced, performance-driven environment and wants to make a tangible impact on a purpose-driven brand.
Good To Have:
- A passion for driving performance in a company that’s committed to making the world better—one bicycle at a time.
Must Have:
- Act as the primary finance contact for select departments, providing actionable insights and driving accountability in financial performance.
- Support the development of annual budgets, monthly forecasts, and multi-year financial plans; ensure alignment with Trek’s strategic initiatives.
- Interpret complex financial data to identify key business drivers, trends, and risks; communicate insights clearly to both finance and non-finance stakeholders.
- Lead development of monthly management reporting packages and dashboards to communicate performance across the business.
- Leverage BI and data tools to streamline forecasting, variance analysis, and reporting processes; continuously seek opportunities to simplify and automate.
- Conduct ROI and ad-hoc analyses to support strategic decisions, investments, and operational initiatives.
- Partner with cross-functional teams to build scalable, data-driven planning frameworks that improve forecasting accuracy and business alignment.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 5–10 years of progressive FP&A, Corporate Finance, or Accounting experience.
- Advanced proficiency with Excel and business intelligence tools (e.g., Power BI, Tableau, or similar).
- Strong analytical and modeling skills; able to distill complexity into clear insights.
- Excellent communication skills and executive presence; able to influence across functions and levels.
- Self-motivated, highly organized, and energized by problem-solving and innovation.
Perks:
- 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 $15,000! (Undergraduate & Masters programs)
- Employee discounts on all product
- Deep partner retail discounts
Trek is looking for an analytical powerhouse to join our Financial Planning & Analysis team. This role will play a key part in driving financial insights, planning, and performance management across multiple business units. You’ll be a trusted partner to department leaders—translating financial data into actionable strategy and helping guide Trek’s continued growth.
This is a high-visibility role within the Finance organization, ideal for someone who thrives in a fast-paced, performance-driven environment and wants to make a tangible impact on a purpose-driven brand.
Position Responsibilities
- Partner with Business Leaders: Act as the primary finance contact for select departments, providing actionable insights and driving accountability in financial performance.
- Lead Financial Planning Cycles: Support the development of annual budgets, monthly forecasts, and multi-year financial plans; ensure alignment with Trek’s strategic initiatives.
- Analyze & Influence: Interpret complex financial data to identify key business drivers, trends, and risks; communicate insights clearly to both finance and non-finance stakeholders.
- Enhance Financial Reporting: Lead development of monthly management reporting packages and dashboards to communicate performance across the business.
- Automate & Improve: Leverage BI and data tools to streamline forecasting, variance analysis, and reporting processes; continuously seek opportunities to simplify and automate.
- Deliver Strategic Insights: Conduct ROI and ad-hoc analyses to support strategic decisions, investments, and operational initiatives.
- Drive Process Excellence: Partner with cross-functional teams to build scalable, data-driven planning frameworks that improve forecasting accuracy and business alignment.
Position Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5–10 years of progressive FP&A, Corporate Finance, or Accounting experience.
- Advanced proficiency with Excel and business intelligence tools (e.g., Power BI, Tableau, or similar).
- Strong analytical and modeling skills; able to distill complexity into clear insights.
- Excellent communication skills and executive presence; able to influence across functions and levels.
- Self-motivated, highly organized, and energized by problem-solving and innovation.
A passion for driving performance in a company that’s committed to making the world better—one bicycle at a time.
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