Financial Planning and Analysis Manager

Key Responsibilities

• Support the annual budgeting, quarterly forecasting, and long-range planning processes.
• Maintain financial models for revenue, gross margin, operating expenses, cash flow, and scenario planning.
• Develop forecast assumptions in partnership with Sales, Marketing, Operations, Supply Chain, and Accounting.
• Lead variance analysis against budget, forecast, and prior year.
• Identify risks, opportunities, and key business drivers impacting financial performance.
• Analyze sales performance by customer, channel, SKU, product line, and region.
• Partner with Sales to evaluate customer-level profitability, volume trends, pricing, deductions, trade spend, and promotional ROI.
• Help improve forecast accuracy by connecting sales forecasts to demand planning, shipment trends, customer plans, and historical performance.
• Evaluate new customer opportunities, and pricing changes.
• Monitor gross margin performance by SKU, customer, and channel.
• Analyze COGS, freight, warehousing, manufacturing, co-packer costs, ingredient costs, packaging, and yield variances.
• Partner with Operations and Supply Chain to understand cost drivers and margin improvement opportunities.
• Support standard cost updates, cost savings initiatives, and margin bridge analysis.
• Provide financial support for new product launches, reformulations, and operational changes.
• Prepare monthly financial reporting packages for executive leadership.
• Develop clear dashboards, KPIs, and financial summaries that highlight business performance.
• Support board reporting, investor materials, lender reporting, and strategic projects as needed.
• Turn financial data into practical business recommendations.
• Improve reporting cadence, data accuracy, and financial storytelling.
• Improve FP&A processes, templates, models, and reporting tools.
• Partner with Accounting to ensure actuals are accurate, timely, and aligned with reporting needs.
• Support implementation or optimization of planning, ERP, BI, and reporting systems.
• Help build scalable finance infrastructure as the company grows.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5–8 years of relevant experience in FP&A, corporate finance, investment banking, consulting, accounting, or business analytics.
• CPG, food and beverage, manufacturing, or consumer products experience required.
• Strong understanding of P&L management, gross margin, trade spend, COGS, inventory, and operating expenses.
• Advanced Excel and financial modeling skills.
• Experience with ERP, planning, and reporting systems such as NetSuite, Oracle, Adaptive, Anaplan, SAP, Power BI, Tableau, or similar tools.
• Ability to work with large data sets and translate analysis into clear recommendations.
• Strong communication skills and ability to partner cross-functionally with non-finance teams.
• High attention to detail, strong business judgment, and ability to manage multiple priorities.