Financial Planning Analyst

About Us

Theory, established by Andrew Rosen in 1997, transformed the contemporary fashion scene by introducing the concept of the urban uniform—an elevated selection of essentials. After joining Fast Retailing in 2004, Theory expanded globally and now operates 221 standalone stores worldwide. Since launching e-commerce in 2010 and through partnerships with department and specialty stores, Theory is an expanding international omnichannel leader, blending luxury and accessibility with its precision-tailored collections crafted from exceptional fabrics.

Role Overview

We seek a motivated and analytically proficient Financial Planning & Analysis (FP&A) Analyst to join our finance team. This pivotal role supports the entire planning cycle—including budgeting, forecasting, and financial close processes—for our diverse multi-channel retail business. Ideal candidates demonstrate initiative by independently exploring data, taking end-to-end ownership of assignments, and delivering accurate, rigorous analyses. They excel in high-pressure environments, managing their tasks without close oversight, and thrive on probing variance analyses to understand underlying causes. The position requires frequent collaboration and clear communication with multiple cross-functional stakeholders.

Key Responsibilities

• Generate and disseminate weekly and monthly financial reports, emphasizing critical focus areas to guide action; closely collaborate with Marketing teams to assess spend effectiveness.
• Produce concise, accurate variance analyses comparing budgets, forecasts, and historical data, providing insightful cause-based narratives for significant differences.
• Develop and update comprehensive financial reporting packages and executive dashboards that simplify complex data into understandable performance insights.
• Continuously track business trends and flag potential risks or opportunities proactively to the FP&A Manager.
• Assist month-end closing by validating financial results, supporting accrual preparations, and reconciling figures.
• Maintain weekly rolling profit and loss (P&L) forecasts, revising assumptions to reflect latest trends and input from business partners.
• Build and refine driver-based financial models independently, ensuring clear assumptions, traceability, and alignment with strategic objectives.
• Participate in scenario and sensitivity analyses to inform business decisions and strategic plans.
• Support budgeting and forecasting activities by constructing P&Ls grounded in verified business inputs and preparing materials for leadership review.
• Collaborate with business owners to collect and validate operational assumptions, ensuring comprehensive and accurate plans.
• Manage version-controlled planning files across the cycle to guarantee auditability.
• Lead preparation of deliverables and system submissions during planning phases.
• Serve as a dependable analytical resource for cross-functional teams, providing prompt, accurate responses with clear business perspectives.
• Conduct structured ad hoc financial analyses and special projects as needed.
• Prepare contextual financial materials for forecast review meetings, anticipating leader queries.
• Proactively identify and implement enhancements in recurring workflows without waiting for direction.

Minimum Qualifications and Skills

• Bachelor's degree preferably in Finance, Accounting, or Business Administration with a Finance concentration.
• 2 to 4 years of experience in corporate finance or professional services.
• Experience within retail, consumer goods, or multi-channel environments; direct exposure to brick-and-mortar, e-commerce, and/or wholesale channels preferred; specific retail sales and margin planning experience is advantageous.
• Ability to independently manage workload with self-review practices and proactive communication regarding status and challenges.
• Advanced proficiency in Excel including pivot tables, lookup functions (vlookup, xlookup, index-match), complex formulas, and multi-sheet/workbook financial modeling.
• Skill in creating clean, well-organized financial presentations.
• Strong analytical acumen to uncover root causes, detect trends, and assess business impacts beyond simple number reporting.
• Exceptional attention to detail and responsibility for accuracy and integrity of all outputs.
• Excellent organizational skills to juggle multiple deadlines in demanding settings without close supervision.
• Solid understanding of financial and accounting principles, including accrual accounting.
• Clear and concise communication capabilities, comfortable presenting financial information to managers and cross-functional partners.

Equal Opportunity Statement

Theory is committed to equal employment opportunity and does not discriminate based on race, gender, religion, age, nationality, citizenship, disability, veteran status, marital status, or sexual orientation.