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

Petfolk

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