Senior Financial Analyst in New York, New York at Petfolk Inc.

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
• Equity: Meaningful ownership in a growing platform
• Health Coverage: Medical, dental, and vision benefits
• Time Off: Open PTO + paid parental leave