Image by Tessa Rampersad

Financial Analyst


Employment Type:

Job Level:



Oct 7, 2021



Job Location:

Make sure to mention in your application:
"I found this opportunity on the What Is Cycling job board."

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!

Position Summary:

Trek’s Financial Services department plays a significant role in ensuring the success of Trek by closely managing the financial performance of our retail customers.  This position works closely with the Sales department, Retailers, and others within Finance to maintain effective communication and provide excellent customer service.



Manage account portfolio in a manner consistent with Trek’s policies by performing monthly financial statement analysis, tracking inventory levels, confirming monthly budget adherence, developing open-to-buy scenarios, and preparing cash flow and annual budget models

Spread financial statements to evaluate retailer’s historical performance including strengths and weaknesses along with suggesting corrective action to improve retailer’s financial performance

Develop processes and create tools for financial analysis and reporting that can be used both internally and by our retailers

Support Finance team with AR reporting requests and month end AR reconciliations

Assist with DSO and AR trend analysis

Perform analysis on industry trends and conditions impacting retailers and provide benchmarking reports

Ad hoc financial analysis, data modeling, and trending reports

Evaluate and implement solutions to drive continuous improvements within the department

Work as a team player and assist with other projects and assignments as needed


Position Requirements:

Bachelor's degree in Finance, Accounting or Business or equivalent/relevant experience

CPA preferred

2+ years applicable work experience

General understanding of annual business financial statements including profit and loss and balance sheet

Proficiency in MS Office

Excellent analytical and organizational skills and attention to detail

The desire to be a part of a dynamic team and an A player


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

Make sure to mention in your application:
"I found this opportunity on the What Is Cycling job board."
It helps us to create more job postings and work with more cycling brands. Thank you!
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