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Financial Analyst

Financial Analyst

Trek BicycleWaterloo, WI, United States
2 days ago
Job type
  • Full-time
Job description

A bit about us

Trek is an awesome place to work, with amazing benefits for all employees. We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes. When you're on our team, you're taken care of, encouraged to learn and grow, and given lots of opportunities to do so. Give us your best, and we'll give it right back. Sound pretty sweet? Then come join us!

Job Description

Trek is looking for an analytical powerhouse to join our Financial Planning & Analysis team. This role will play a key part in driving financial insights, planning, and performance management across multiple business units. You'll be a trusted partner to department leaders-translating financial data into actionable strategy and helping guide Trek's continued growth.

This is a high-visibility role within the Finance organization, ideal for someone who thrives in a fast-paced, performance-driven environment and wants to make a tangible impact on a purpose-driven brand.

Position Responsibilities

  • Partner with Business Leaders : Act as the primary finance contact for select departments, providing actionable insights and driving accountability in financial performance.
  • Lead Financial Planning Cycles : Support the development of annual budgets, monthly forecasts, and multi-year financial plans; ensure alignment with Trek's strategic initiatives.
  • Analyze & Influence : Interpret complex financial data to identify key business drivers, trends, and risks; communicate insights clearly to both finance and non-finance stakeholders.
  • Enhance Financial Reporting : Lead development of monthly management reporting packages and dashboards to communicate performance across the business.
  • Automate & Improve : Leverage BI and data tools to streamline forecasting, variance analysis, and reporting processes; continuously seek opportunities to simplify and automate.
  • Deliver Strategic Insights : Conduct ROI and ad-hoc analyses to support strategic decisions, investments, and operational initiatives.
  • Drive Process Excellence : Partner with cross-functional teams to build scalable, data-driven planning frameworks that improve forecasting accuracy and business alignment.

Position Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 5-10 years of progressive FP&A, Corporate Finance, or Accounting experience.
  • Advanced proficiency with Excel and business intelligence tools (e.g., Power BI, Tableau, or similar).
  • Strong analytical and modeling skills; able to distill complexity into clear insights.
  • Excellent communication skills and executive presence; able to influence across functions and levels.
  • Self-motivated, highly organized, and energized by problem-solving and innovation.
  • A passion for driving performance in a company that's committed to making the world better-one bicycle at a time.

    Trek Benefits :

  • Flexible and fun company culture
  • Competitive health care
  • PPO & HDHP medical plan options, Dental insurance, Vision insurance
  • Flexible Spending Accounts (FSA)
  • Free life insurance & optional term life insurance
  • Competitive vacation package
  • 401(k) with match and Employee Stock Ownership Plans (ESOP)
  • 12 weeks of maternity leave with 100% pay
  • Flexible holiday schedule - 10 company holidays
  • Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
  • Employee discounts on all product
  • Deep partner retail discounts
  • We are an Equal Employment Opportunity ("EEO") Employer. Trek strictly prohibits discrimination on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, sexual orientation, age, national origin, veteran or military status, disability, medical condition, genetic information, or any other characteristic prohibited by federal, state and / or local laws. This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.

    We are an E-Verify employer.

    For more information, please click on the following links :

    E-Verify Participation Poster : English / Spanish

    E-Verify Right to Work Poster : English | Spanish

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