Overview
Comfortside is seeking a results-driven Financial Analyst to support financial reporting, analysis, and forecasting across our e-commerce platforms (Shopify, Amazon) and HVAC wholesale operations. This role works closely with finance, operations, and leadership to provide actionable insights using data from ERP systems including SAGE.
Key Responsibilities
Financial Reporting & Analysis
- Prepare and analyze monthly, quarterly, and annual financial reports
- Analyze revenue, cost structures, and gross margins by product, channel, and customer
- Build and maintain financial models and reports using Microsoft Excel
- Perform variance analysis against budget, forecast, and prior periods
E-Commerce & Marketplace Analytics
- Analyze sales and profitability data from Shopify and Amazon
- Monitor key e-commerce metrics including sales trends, AOV, returns, and fees
- Analyze promotions, advertising spend, fulfillment, and shipping costs
HVAC Wholesale & ERP (SAGE) Support
- Extract and analyze data from SAGE ERP
- Support pricing, margin, inventory, and customer profitability analysis
- Analyze inventory turnover, aged inventory, and working capital
- Support vendor rebate programs and purchasing analysis
Forecasting & Planning
- Support budgeting, forecasting, and scenario analysis
- Maintain rolling forecasts and operational models
- Provide financial input for growth initiatives
Cross-Functional Collaboration
- Partner with Accounting, Sales, Operations, Supply Chain, and Marketing teams
- -Ensure accuracy and consistency of financial data across systems and platforms, assist with reconciliations and process improvements.
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 2–5 years of experience in financial analysis or FP&A
- Strong proficiency in Microsoft Excel
- Experience with ERP systems, preferably SAGE
- Experience with e-commerce and/or wholesale distribution
- Strong analytical and communication skills
Preferred
- Experience with Shopify and Amazon Seller Central
- Exposure to BI tools
- Knowledge of HVAC or industrial distribution
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- Employee discount
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
