The Director of Financial Planning & Analysis (FP&A) will be a strategic partner to the executive team, providing analytical rigor and advisory support to drive critical business decisions and key initiatives. This role will be instrumental in optimizing financial performance, improving operational efficiency, and supporting business growth.

The ideal candidate will bring hands-on experience in financial modeling, coupled with a strong ability to work cross-functionally across sales, operations, customer service, and other teams to enhance profitability, streamline costs, and deliver data-driven insights that influence the company’s strategic direction.

Key Responsibilities

Strategic Financial Planning & Business Insights

• Lead the budgeting, forecasting, and long-term financial planning processes in alignment with business objectives.

• Provide data-driven insights and financial recommendations to senior leadership.

• Build and maintain dynamic financial models to evaluate business performance, support scenario planning, and inform investment decisions.

• Partner with cross-functional teams (sales, customer service, operations) to optimize pricing strategies, improve volume growth, and enhance customer participation.

• Develop customer-specific P&L scenarios to improve margins and drive profitability.

Financial Analysis & Performance Management

• Analyze financial statements, KPIs, and operational data to surface trends, risks, and opportunities.

• Oversee management reporting dashboards that deliver timely and relevant insights to leadership.

• Prepare monthly, quarterly, and annual financial reports for executives, the Board, investors, and lenders.

• Continuously assess the company’s cost structure to improve financial efficiency.

Operational Efficiency & Cost Optimization

• Partner with operations on initiatives related to procurement, inventory management, and plant productivity.

• Support the logistics team in route optimization and transportation cost savings.

• Lead cost-saving initiatives, including raw material cost reduction and labor productivity enhancements.

Leadership & Cross-Functional Collaboration

• Collaborate with the Controller and executive leadership to enhance reporting and financial controls.

• Provide mentorship and financial acumen training to department managers.

• Advise on strategic investments and business development opportunities.

• Ensure financial plans are aligned with the company’s broader strategic goals.

Planning & Forecasting

• Lead the development of the annual operating plan (AOP), including revenue and direct cost planning.

• Deliver accurate monthly and quarterly forecasts to support agile decision-making.

• Support and manage the cash flow forecasting process.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred.

• 10–12+ years of progressive experience in FP&A and corporate finance, with a proven track record of leadership.

• Extensive hands-on experience building and managing complex financial models in Excel (and/or financial modeling tools).

• Experience in the food & beverage or consumer packaged goods (CPG) industry is required.

• Strong analytical and strategic thinking skills; able to synthesize complex data into actionable insights.

• Proficient in Excel, ERP systems, and financial planning tools (e.g., NetSuite, Adaptive, Anaplan).

• Excellent communication and interpersonal skills with the ability to collaborate cross-functionally and influence at all levels.

Why Join Us?

• High-impact role with visibility and influence across the business.

• Collaborative, values-driven leadership team.

• Competitive compensation and benefits.

• Career growth in a dynamic and mission-aligned industry.

Salary Range: $175,000 - $190,000