Financial & Operational Analyst

DAVIDsTEA is a leading branded retailer and growing wholesaler of specialty loose leaf tea, offering a selection of signature blends, single-origin teas, and tea-related gifts and accessories through our e-commerce platform and 23 Canadian retail stores. Based in Montreal, we focus on innovative flavours, wellness-driven ingredients, and organic tea. We’re making tea fashionable and fun, and we pride ourselves on offering both the best possible service to our customers and a positive work environment for our employees!

About the role

We are looking for an all-star Financial & Operational Analyst to join our finance team and help drive the profitable growth of our omnichannel business — retail stores, e-commerce, and wholesale.

This is a high-impact individual-contributor role for a financial modelling expert who partners directly with decision-makers across the company. You’ll turn numbers into narrative — translating unit economics and operating drivers into clear, compelling stories that shape strategy and drive action. As a public company, we’ll also count on you to take the pen on our MD&A and investor presentations.

At the core of our business: always having sufficient, just-in-time inventory to sell. Inventory turnover and merchandise planning are mission-critical here, so this role blends the best of financial planning, merchandise planning, and retail economics.

Sounds like you? Keep reading…

Responsibilities

• Build, own, and continuously improve sophisticated financial and operating models that support forecasting, planning, scenario analysis, and capital-allocation decisions.
• Partner with decision-makers across finance, operations, and the executive team to pressure-test strategy and quantify the financial impact of business choices.
• Take the pen on our Management’s Discussion & Analysis (MD&A) and other public filings, and craft investor presentations that tell a coherent, data-driven story to the market.
• Analyze performance against plan, identify the drivers behind variances, and recommend actions to improve profitability and growth.
• Lead pricing and margin analysis across our retail, e-commerce, and wholesale channels.
• Own SKU-level forecasting and merchandise planning, and optimize inventory turnover and sell-through — balancing product availability against margin and cash efficiency.
• Build balanced scorecards and act as a business coach to the leadership group, connecting financial outcomes back to the strategy and execution that produced them.

So are YOU our next Financial & Operational Analyst?

Requirements

• Expert-level financial modelling skills, with a track record of building models that decision-makers actually use.
• Strong business acumen: you quickly grasp how a business makes money and where the levers are.
• Deep fluency in unit economics and retail economics — pricing, margin analysis, SKU-level forecasting, inventory turnover, and merchandise planning.
• Experience in an omnichannel retail environment spanning stores, e-commerce, and wholesale.
• Experience with public-company reporting (MD&A, earnings materials, investor presentations), or the demonstrated ability to step into it.
• Excellent written and verbal communication — you’re a storyteller who makes complex numbers clear and persuasive.
• A bachelor’s degree in finance, accounting, economics, or a related field; CPA, CFA, or equivalent is an asset.
• Hands-on proficiency with NetSuite, Oracle Hyperion, Shopify Plus, Power BI, and advanced Excel.

Sound good? Then join us in our mission of making the world smile — one cup at a time.

DAVIDsTEA is passionate about Diversity and Inclusion and committed to building an inclusive positive work culture that fosters diversity, inclusion, and accessibility.

Please let us know if you require accommodation during the recruitment process. 

Benefits

• Insurance
• Paid holidays
• Life insurance
• Insurance of medical and paramedical expenses
• Dental insurance
• Sick leave
• Employee Assistance Program (EAP)
• Employee discounts
• Free parking
• Recognition of years of service
• Long Term Disability Insurance