Financial Planning Analyst

Type: Full Time; Salaried / Exempt

Location: Santa Clarita, California (DrinkPAK headquarters)

About the role

DrinkPAK is seeking a Financial Planning & Analysis (FP&A) Analyst to support the company's financial planning, reporting, and analysis functions. This role will be instrumental in driving data-driven decision-making, monitoring key performance indicators (KPIs), and supporting senior leadership with financial insights. The ideal candidate is detail-oriented, highly analytical, and thrives in a fast-paced, high-growth environment. You will report directly to the Manager of FP&A and collaborate cross-functionally with Finance, Accounting, and Operations teams.

Responsibilities

• Assist in developing and maintaining the company’s financial models, forecasts, and business plans to support strategic initiatives.
• Track and analyze KPIs to assess business performance and identify areas for improvement.
• Prepare and present financial reports, dashboards, and variance analyses for senior leadership and external stakeholders.
• Support budgeting and forecasting cycles, ensuring accuracy and alignment with company goals.
• Collaborate with Accounting to reconcile financial data and analyze variances in revenue, expenses, and capital expenditures.
• Conduct ad hoc financial analysis to evaluate investment opportunities, cost efficiencies, and operational improvements.
• Assist in the preparation of materials for board meetings, investor presentations, and lender reports.
• Partner with IT to implement and optimize financial reporting tools and systems (Tableau, Power BI, SAP, or similar platforms).
• Support capital spending review processes by modeling the financial impact of major business decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2-4 years of experience in FP&A, corporate finance, investment banking, or a related field.
• Strong proficiency in Microsoft Excel and financial modeling; experience with Tableau, Power BI, SAP, or similar financial tools is a plus.
• Excellent analytical and problem-solving skills with a data-driven mindset.
• Strong communication and presentation skills, with the ability to work cross-functionally.
• Experience in a high-growth, asset-heavy industry (e.g., manufacturing, logistics, or private equity-backed companies) is preferred.
• Highly motivated, adaptable, and comfortable working in a fast-paced environment with minimal supervision.

Benefits

• PPO medical, dental, and vision insurance for employees AND their dependents, 100% paid by the Company
• Cell phone stipend
• Annual discretionary bonus
• 401(k) match program
• Pet insurance
• Life insurance
• and more

Pay