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Financial Planning and Analysis Manager (Carlsbad)

Full-time

Coda Search│Staffing

Carlsbad, CA

About the Role

We're looking for an FP&A Manager to lead financial planning, forecasting, budgeting, and performance analysis for a multi-brand consumer products company. You'll be a strategic finance partner to senior leadership, owning the FP&A function end to end. This is an individual contributor role reporting to the GM of Finance and Accounting.

Key Responsibilities

  • Lead the annual budget, bi-annual forecast, and multi-year strategic planning processes
  • Build and maintain financial models for P&L forecasting, margin analysis, capital planning, and scenario evaluation
  • Develop short- and long-term cash flow models that give leadership visibility into liquidity, capital needs, and funding strategies
  • Manage the monthly reporting cycle, including variance analysis and executive presentations, for both individual brands and the consolidated business
  • Partner with Accounting on cash management, working capital, and inflow/outflow forecasting
  • Create dashboards and reporting for executives, the board, and investors
  • Evaluate new initiatives, pricing strategies, and investments for profitability and cash flow impact
  • Establish and track KPIs that connect operations to financial performance
  • Collaborate with Sales, Marketing, Operations, and other teams to align financial plans with business goals
  • Continuously improve FP&A systems, processes, and automation

Qualifications

  • Bachelor's degree in finance, accounting, economics, or a related field
  • Proven experience building complex financial models, including full three-statement models and scenario-based forecasts
  • Strong expertise in cash flow modeling and cash management
  • Advanced Excel and FP&A tools skills, with strong data visualization and reporting ability (DataRails experience preferred)
  • Ability to present financial insights clearly and persuasively to executive leadership
  • Strong organizational and leadership skills, with the ability to manage competing priorities and work through ambiguity

Apply
Vacancy posted 16 hours ago
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