Financial Analyst

Title: Financial Analyst

Department: Finance / Accounting

Reports to: CFO Position Type: Full-time, exempt

Overview: The Financial Analyst drives strategic decision-making by integrating and analyzing data from multiple systems. This role designs, builds, and maintains executive-level Power BI dashboards and reports that provide actionable insights across the business. The analyst leverages data integration techniques, SQL, APIs, and AI tools to automate reporting and deliver predictive analytics that enhance operational and financial performance.

Key Responsibilities:

· Develop and maintain scalable dashboards and KPIs using Power BI

· Integrate data from ERP, CRM, marketing platforms, and other sources for comprehensive analysis

· Build and automate repeatable reporting workflows

· Utilize SQL, APIs, and other data tools to manage and transform data

· Support strategic and financial planning through Excel-based modeling and scenario analysis

· Apply AI and machine learning techniques to predictive modeling and advanced analytics

· Collaborate with cross-functional teams to identify key metrics and business needs

· Present insights and recommendations to executives and department leaders

· Continuously improve data quality, accessibility, and reporting efficiency

Required Skills and Qualifications:

· Bachelor’s degree in Finance, Business Analytics, Data Science, or related field

· 3 years experience in data analytics, business intelligence, or financial analysis

· Advanced skills in Power BI and data modeling

· Familiarity with AI and machine learning tools and techniques for business applications

· Strong analytical thinking and problem-solving abilities

· Excellent communication skills for translating complex data to business users

Preferred Qualifications:

· Experience working in cannabis or high compliance industries

· Knowledge of ERP systems (Dutchie preferred), marketing analytics platforms, and CRM tools

· Prior experience supporting executive and board-level reporting

· Ability to adapt and learn new technologies quickly

· Ability to build or automate repeatable workflows for reporting and accounting tasks

Physical and Emotional Requirements:

· Ability to remain seated for extended periods (8–10 hours) on multiple consecutive days

· Capable of presenting complex information clearly to groups

· Must be physically present in the administrative office as needed

· Ability to manage high-stress situations, shifting priorities, and ambiguity

· Strong emotional intelligence, including self-awareness, social awareness, and interpersonal effectiveness

Compensation/Hours:

Compensation - DOE; 40 hours/wk., Required Mon – Fri, some weekends and holidays

• PTO 
• Health Insurance with employer contribution
• Vision Insurance with employer contribution
• Dental Insurance with employer contribution
• Employee Assistance Program: 100% employer paid premium
• Employer paid Basic Life Insurance ($10k coverage) plus Voluntary Life Insurance (100% employee paid)
• 401K (automatic enrollment at 3%)
• 25% Employee Discount
• Loyalty Program - 3% cash back to be used towards any Verdes purchase

It is the policy of The Verdes Foundation to provide equal employment (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity, and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, The Verdes Foundation, will provide reasonable accommodations for qualified individuals with disabilities.