Formula Fig

Financial Planning and Analysis

• Own day-to-day financial accuracy for operational activity across treatments, retail products, memberships, promotions, and discounts
• Ensure revenue, discounts, COGS, and variable costs are properly categorized and mapped within the general ledger
• Actively monitor how data flows from upstream systems (e.g., POS, e-commerce, inventory) into accounting and reporting tools
• Identify, flag, and resolve coding or structural issues before month-end close
• Serve as the primary Finance partner to Operations, Product, Merchandising, and Marketing teams
• Translate financial data into clear, actionable insights to support decisions such as: Pricing and discounting strategy, Product and treatment profitability, and Promotional economics
• Prepare recurring operational reporting, including but not limited to: Gross vs. net sales analysis, Discount and promotion tracking, Margin by product, treatment, and channel
• Partner closely with Controller and Accounting team (Imperium) to support a timely and clean month-end close
• Ensure operational realities are accurately reflected in financial results
• Support system configuration, financial mappings, and data structure improvements across: POS and e-commerce platforms, Inventory and COGS tracking, Discount and promotion logic

Operational Financial Analyst

Manager

• Manage and optimize integrations across Shopify, MindBody Online, Gorgias, Klaviyo, and other platforms
• Own system configurations and ensure data flows correctly between platforms
• Support the transition toward Shopify as our central source of truth for bookings and checkout
• Troubleshoot technical issues by reading logs, identifying root causes, and implementing fixes
• Debug issues independently and resolve them with proper documentation
• Collaborate with external partners (developers, agencies)
• Bridge backend operations with frontend experience, connecting the dots between departments
• Support Finance with data infrastructure needs for accurate and timely reporting

Operational Financial Analyst

Technical Systems Manager