Financial Analyst

Founded in 2011, Ledge Lounger Inc. (“Ledge”) is a pioneering luxury pool and patio furniture company that has set new standards in outdoor living. At Ledge, our Katy, TX headquarters serves as the hub for meaningful face-to-face connections among colleagues, igniting creativity and driving success. With a strong commitment to innovation, quality, and elegant design, Ledge has quickly risen to prominence in the industry. Experience the satisfaction of working with top-tier outdoor furnishings and accessories at Ledge. Our core values – Loyalty, Ethics, Drive, Grace, and Evolve – underpin every aspect of our business, and we're dedicated to fostering a positive and collaborative work environment where these values thrive.

Craft your career with an American original brand. Over the years, Ledge has earned numerous accolades, including multiple appearances on the Inc. 5000 list for fastest growing companies and the prestigious Global Award from Good Design, a testament to our exceptional craftsmanship and design principles. Additionally, Ledge has continuously appeared on Houston's 50 Best Places to Work lists for the past 6 years in a row. As we continue to evolve and inspire outdoor spaces worldwide, our passion for quality, creativity, and customer satisfaction remains at the forefront of our journey.

Job Overview:

We are seeking an experienced and dynamic Financial Analyst to analyze past and present financial data and make recommendations for improvement. Duties will include collecting internal and external data to inform decision making, writing financial reports, and understanding trends affecting our product, industry, and company. At Ledge, your career isn’t just a job – it’s a journey of continuous elevation and achievement.

Key Responsibilities:

1. Analyze financial data: Review historical and current financial data, financial statements, and capital expenditures to understand the company's financial status
2. Develop models: Create predictive financial models to help with decision making and track cash flow
3. Identify gaps: Analyze processes to find areas for improvement, such as ways to increase profit margins
4. Set benchmarks: Establish benchmarks for financial processes
5. Monitor data: Track financial data to alert stakeholders if there are any deviations, create complex financial models, reports and dashboards that provide insights for decision-making
6. Support close: Perform select month-end close tasks and book subsequent entries
7. Research trends: Study industry-specific research and data to predict trends
8. Create reports: Use financial software, spreadsheets, and other tools to write and present reports and projections in an understandable format
9. Collaborate: Work with colleagues and advise key decision makers using strong communication and interpersonal skills
10. Ad-hoc assistance: Support ad-hoc projects and reporting as needed

• Bachelor’s degree in Finance or a related field
• 2 years experience as a Financial Analyst or similar role, preferably in a CPG or manufacturing environment
• Prior D2C & B2B distribution experience is preferred
• Familiarity with financial programs and software (PowerBI and NetSuite, preferably)
• Strong Excel skills and ability to manage large data sets
• Understanding of principles of Accounting
• Understanding of principles of finance
• Ability to leverage data to drive recommendations
• Ability to influence and persuade senior stakeholders

At Ledge, we value diversity and inclusion and are committed to providing equal employment opportunities to all individuals. We offer a competitive salary, benefits package, and the opportunity to work with a dynamic team in a positive and supportive work environment.