Wisconsin, USA
2 days ago
Retail FP&A Analyst
A bit about us 

Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you’re on our team, you’re taken care of, encouraged to learn and grow, and given lots of opportunities to do so. Give us your best, and we’ll give it right back. Sound pretty sweet? Then come join us!
 

Job Description

Position Summary

The Retail FP&A Analyst is a critical business partner to the Operations and Inventory Management teams, responsible for driving financial visibility, accountability, and performance across a national network of retail stores. This role supports store, district, and regional leadership by providing actionable insights, analyzing key performance drivers, and supporting strategic initiatives to improve profitability, inventory health, and operational efficiency.

Key Responsibilities

1. Financial Planning & Performance Analysis

Partner closely with Store Managers, District Managers, and Regional Directors to develop monthly forecasts, annual budgets, and long-range plans for retail operationsAnalyze financial results and key performance indicators across the retail footprint to identify risks, opportunities, and trendsDevelop and deliver financial reporting packages and dashboards tailored to various levels of operational leadershipSupport business case development for new store openings, remodels, relocations, and other capital investments

2. Operational Collaboration

Act as the primary FP&A liaison to Retail Operations leadership to support store-level and regional decision-makingProvide guidance on sales, labor, margin, and operating expense management to drive financial accountability and performance improvementParticipate in regular business reviews and field leadership meetings, providing financial insights and recommendations

3. Inventory Management Support

Collaborate with the Inventory Management team to monitor inventory turns, stock levels, aging, shrink, and store-to-store transfersAnalyze the financial impact of inventory strategies and help ensure healthy inventory levels across the retail networkSupport initiatives to reduce obsolete and excess inventory while maintaining in-stock goals

4. Facilities Spend Oversight

Partner with the Operations and Facilities teams to monitor and control facilities maintenance spend across all retail locationsTrack vendor performance, repair frequency, and maintenance budgets to ensure spend remains within planAssist in identifying cost-saving opportunities and process improvements related to facility operations

Qualifications

Bachelor’s degree in Finance, Accounting, Economics or related field2–4 years of experience in Financial Planning & Analysis, preferably in a multi-unit retail or consumer-facing environmentStrong financial modeling and analytical skills with high proficiency in Excel; experience with BI tools (e.g., Power BI) a plusFamiliarity with inventory metrics, retail KPIs, and operational cost structuresExcellent communication and interpersonal skills; proven ability to partner with non-financial stakeholdersHighly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment

What Success Looks Like

Operational leaders trust and rely on your insights to manage performance and make informed decisionsStore and regional financial results are aligned with strategic goals and forecast expectationsInventory remains balanced across locations with minimal aging and markdown pressureFacilities maintenance spend is predictable, efficient, and aligned with budgeted targets

Trek Benefits:

•    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



We are an Equal Employment Opportunity (“EEO”) Employer. Trek strictly prohibits discrimination on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, sexual orientation, age, national origin, veteran or military status, disability, medical condition, genetic information, or any other characteristic prohibited by federal, state and/or local laws.  This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.


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For more information, please click on the following links:
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