Senior Financial Analyst

Position Overview LiveTrends Design Group is seeking a strategic and analytically driven Senior Financial Analyst to support growth and profitability in a dynamic B2B wholesale environment. This role will lead ROI-driven decision-making across inventory investments, product lines, and customer channels, while playing a key role in evaluating and executing M&A opportunities to expand market share and capabilities. Key Responsibilities ROI & Profitability Analysis: Lead ROI analysis across product categories (live goods, dcor, art pieces), customer segments, and distribution channels Evaluate profitability of inventory investments, including seasonal plant cycles and trend-driven art products Develop financial models for pricing strategy, vendor negotiations, and promotional campaigns Analyze gross margin drivers (shrink, spoilage, freight, handling costs) and recommend improvements Track and report post-investment performance vs. forecast Mergers & Acquisitions (M&A): Support acquisition strategy targeting growers, suppliers, distributors, and complementary product lines Build valuation models (DCF, comparable transactions, accretion/dilution) for potential deals Participate in due diligence, including analysis of inventory quality, supply chain risks, and customer concentration Identify and quantify synergies (procurement savings, logistics efficiencies, cross-selling opportunities) Assist in integration planningInventory & Working Capital Optimization: Analyze demand forecasting accuracy and working capital efficiency Partner with operations and supply chain teams to optimize inventory turns and reduce wasteStrategic Planning & Growth Initiatives: Collaborate with leadership on expansion strategies Evaluate capital investments such as greenhouse capacity, warehousing, and distribution infrastructureReporting & Insights: Build dashboards and KPIs tracking ROI, inventory performance, and deal outcomes Deliver clear, actionable insights to senior leadership Prepare materials for executive and board-level decision-making Qualifications Bachelors degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred) 58+ years of experience in corporate finance, FP&A, investment banking, or private equity Strong experience in ROI modeling and M&A transactions Advanced Excel and financial modeling skills; experience with BI tools preferred Experience in wholesale, distribution, retail, agriculture, or consumer goods is highly desirable Key Competencies Strong understanding of inventory-driven business models and margin dynamics Ability to analyze both financial and operational data Strategic mindset with hands-on execution capability Excellent communication skills High attention to detail Success Metrics Improved ROI on inventory and capital investments Reduction in shrink/spoilage and improved gross margins Successful execution of accretive M&A deals Enhanced working capital efficiency Quality of financial insights influencing decisions PId6a9c400c383-26289-40474054