Download our FREE 2024 Cannabis Industry Salary Guide

Financial Analyst
Financial data analysis and go-to-market strategy

StevenAn MBA and financial analyst armed with go-to market strategies

Relevant Skills

Delivering business intelligence and ad-hoc analysis, Developing FP&A data pipelines and reporting tools, Building and presenting the business financial model

Expertise Summary
  • Steven is an MBA with 16 years of combined financial data analysis experience as a business consultant and product manager in financial services with advanced technical skills in modern business intelligence tools (SQL, Excel, Access, Tableau, etc.).
  • Steven is currently a Financial Analyst and go-to-market strategist at a well-known vertically integrated cannabis company.
    • He delivers business intelligence and ad-hoc analysis to the C-suite using various internal and external data sources that led to actionable insights and strategic recommendations.
  • For 5 years, Steven provided FP&A consulting solutions to financial advisory businesses with $2M to $10M in revenue.
    • Additionally, he also developed FP&A data pipelines and reporting tools to improve financial performance–he developed the following:
      • An operational scale & capacity tool measuring business profitability and productivity combining income statement and labor cost-driver analysis data
      • A business analytics tool adopted by 1,800+ advisors to compare P&L and headcount productivity benchmarks to industry peer groups
  • At a CBD eCommerce company, Steven built and presented the business financial model, including the projected revenues, product demand forecast, capital requirements, break-even analysis, P&L summary, and KPI dashboard to the CEO, CMO, and cross-functional stakeholders.
    • From KPI metric analysis, he made recommendations that improved the CAC: LTV ratio from 1:1 to 6:1 during Q1 of 2021.
  • Steven developed a Bayesian predictive data model and product recommendation algorithms that led to an increase in average order value from ~$45 to ~$65 for a CBD company.
    • Furthermore, he was responsible for all financial reporting and is well-versed in 280E tax codes and GAAP principles.

2022 Tri-State Cannabis Salary Guide

Salary guide download for the Tri-State cannabis market

This field is for validation purposes and should be left unchanged.

2024 Cannabis Industry Salary Guide

This field is for validation purposes and should be left unchanged.
Skip to content