Petfolk

Provide financial analytics, reporting, and modeling to support strategic business decisions and improve financial processes. | Requires 3+ years FP&A or related experience, advanced Excel, SQL and BI tools knowledge, strong analytical and communication skills, and a finance-related degree. | Petfolk is on a mission to transform pet care and enhance the lives of pets, pet parents, and veterinary caregivers. The Senior Financial Analyst, reporting to the Vice President of Finance, FP&A, focuses on providing in-depth analytics, reporting, and financial modeling to support strategic decision-making across the business. By aligning business functions and driving financial insights, the Senior Financial Analyst plays a pivotal role in supporting Petfolk’s mission and contributing to the company’s continued success. The Role • Produce reports and analyses that integrate both operational metrics and financial results to understand granular trends at each of our veterinary practices • Collaborate on monthly and quarterly business performance reports shared internally and externally • Contribute to quarterly forecasting, annual budgeting, and long-range financial planning • Support new business initiatives, transforming new concepts and complexities into Excel models and analyses to understand financial implications and ROI • Enforce data integrity, accuracy, and governance in financial and management reporting • Identify and lead initiatives to continually improve, automate, and scale reporting and forecasting tools, processes, and methodologies • Facilitate the month-end close by analyzing and reconciling data sets. Who You Are • Advanced MS Excel skills • Strong quantitative and mathematical reasoning skills with the ability to apply statistical and analytical concepts to complex business problems • Fluency with modern AI productivity and analytical tools (e.g., Claude, GPT, and related LLM platforms) to accelerate research, analysis, and workflow automation • Ability to find appropriate data, create analyses, and review reports while ensuring accuracy and completeness. • Highly proactive and analytical with strong attention to detail • Excellent interpersonal, written, and verbal communication skills • Ability to work well independently and in a team environment • Ability to plan and manage multiple projects simultaneously EDUCATION AND EXPERIENCE: • BA/BS in, Finance, Accounting, Business, or a similar degree • 3+ years of experience in financial planning and analysis (FP&A), investment banking, consulting, or a related function • Experience in SQL and Business Intelligence tools WORK ENVIRONMENT: • This job will be NYC-based with a hybrid schedule at a brand new office at 1PENN. • While the position is in-office, it involves regular virtual communication via video conferencing, email, and other collaborative tools. TRAVEL REQUIRED: • This position requires minimal travel, up to 10%, to our 2nd HQ office for in-person meetings and to our pet care centers to familiarize yourself with projects and ensure timelines are met. Compensation & Benefits • Base Salary: $90,000 – $115,000 + performance-based bonus tied to impact • Equity: Meaningful ownership in a growing platform • Health Coverage: Medical, dental, and vision benefits • Time Off: Open PTO + paid parental leave