Product Retail Sr. FP&A Analyst Interviews - What to expect?
Currently Financial Analyst at a store-based retailer for almost a year, and somehow I’ve gotten interest for a Senior FP&A Analyst role at a recreational/outdoor products company (think Stanley, RTIC, Hydro Flask). The recruiter screen is tomorrow.
A little info on the role:
- Finance partner for an e-commerce/marketplace sales channel
- Forecasting and planning for the channel (sales, margin, expenses), plus tracking performance against targets
- Supporting promo, pricing, and inventory decisions with analysis
- Month-end close support and reporting to leadership
- Asks for 5+ years in FP&A or commercial finance
My biggest concern going into this process (and future interviews) is my background. Even though my title is FA, about 90% of my job is reporting and routine month-end close work. My biggest responsibility is getting forecast inputs from our merchandising team and running them through a legacy model to set next month’s sales. So I’m not really doing hands-on modeling, forecasting, or planning, and I’m worried I’m underqualified. They still seem interested, though.
For extra context, my company was recently acquired and the finance team has had a lot of turnover. I’m now the only one left covering revenue/margin, reporting to interim leadership, so things are pretty chaotic.
I lurked here before my current job, and the advice I got helped me land it, so I’m back! For anyone who’s made a similar jump:
- What did the recruiter screen focus on? Did they ask anything technical, or was it mostly fit and logistics?
- What came after: hiring manager, Excel test, case study?
- How did you frame reporting-heavy experience without overselling it?
- Anything specific to e-comm/marketplace finance worth brushing up on (inventory, promo analysis, channel margins)?
On a more general note: whether or not this one works out, I want to become more well-rounded for true FP&A roles, both lateral moves and Sr Analyst roles. What would you recommend I do, at work or outside of it, to build real planning and forecasting skills? I’d rather actually be prepared for these interviews than stumble through them trying to fit what they’re looking for.
Any feedback or guidance would be greatly appreciated!
TL;DR: Retail FA whose job is mostly reporting, with a Sr FP&A recruiter screen tomorrow for an e-comm/marketplace channel role. Looking for what to expect in the screen and later rounds, and how to build real planning/forecasting skills for future FP&A moves.