Strategic FP&A Manager: Growth Analytics & Reporting

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Financial Planning & Analysis Manager Full Time Professional Telecom Parkway, Richardson, TX, US 22 days ago Requisition ID: 1152 Position Summary AdvoCare is seeking a hands-on, commercially minded Financial Planning & Analysis Manager to serve as a strategic business partner to the Chief Financial Officer, executive leadership team, and cross-functional business leaders. This role will lead financial planning, budgeting, forecasting, executive reporting, and business analytics while partnering closely with Accounting to ensure timely and accurate financial results. The FP&A Manager will translate financial and operational data into actionable insights that support growth, profitability, cash flow, and informed decision-making. The ideal candidate brings 5–8 years of progressive FP&A experience, including significant experience supporting a Direct-to-Consumer (DTC) business. Experience within nutraceuticals, dietary supplements, consumer packaged goods (CPG), eCommerce, or an entrepreneurial/startup environment is strongly preferred. This position is well suited for someone who is comfortable working in a fast-moving organization, building and improving processes, navigating ambiguity, and balancing strategic analysis with hands-on execution. Expert-level Microsoft Excel skills are essential. Key Responsibilities Financial Planning and Forecasting Partner with the CFO, Controller, and business leaders to lead the annual budgeting and long-range planning processes. Lead the development and ongoing management of rolling monthly forecasts. Develop and maintain integrated Profit & Loss, Balance Sheet, and Cash Flow models. Build scalable, driver-based financial models that reflect key DTC and consumer business drivers. Forecast revenue by product, customer segment, sales channel, promotion, and other relevant business drivers. Partner with department leaders to develop budgets, forecasts, headcount plans, and operating assumptions. Evaluate forecast performance and improve the accuracy of financial and operational projections. Identify financial risks and opportunities and recommend actions to improve revenue, profitability, and cash flow. Develop scenario and sensitivity models to support strategic decisions in a rapidly changing business environment. DTC and Commercial Analytics Analyze DTC revenue drivers, including traffic, conversion, average order value, customer acquisition, retention, repeat purchase behavior, and promotional performance. Evaluate customer acquisition cost (CAC), customer lifetime value (LTV), return on ad spend (ROAS), contribution margin, and channel profitability. Partner with Marketing and Sales to assess marketing investments, customer economics, promotional strategies, product performance, and growth opportunities. Analyze profitability by product, SKU, customer segment, promotion, and sales channel. Evaluate pricing, discounting, product mix, gross margin, and promotional effectiveness. Monitor customer and order trends to identify changes in demand, purchasing behavior, and financial performance. Develop financial models and business cases for new products, marketing initiatives, technology investments, and strategic growth opportunities. Prepare weekly, monthly, quarterly, and annual financial and operational reporting packages. Develop clear executive dashboards and KPI reporting that connect financial results to operational performance. Prepare Board of Directors presentations and supporting financial analyses. Perform detailed variance analysis against Budget, Forecast, Prior Year, and Strategic Plan. Provide meaningful commentary on business performance, key drivers, emerging trends, risks, and opportunities. Present financial results and actionable recommendations to executive leadership and cross-functional partners. Translate complex financial information into concise, business-focused insights for nonfinancial stakeholders. Business Partnership Serve as a trusted financial partner to Marketing, Sales, Operations, Supply Chain, IT, Human Resources, and other business functions. Partner closely with Accounting and the Controller to ensure accurate financial reporting and alignment between actual results and forecasts. Support the month-end close process through financial analysis, accrual support, variance explanations, and management commentary. Work with Supply Chain and Operations to analyze inventory levels, product costs, purchasing needs, working capital, and potential inventory risks. Build strong relationships with department leaders and help them understand the financial impact of business decisions. Process Improvement and Scalability Improve and automate recurring financial reporting, forecasting, and analytical processes. Build practical FP&A tools and processes that can scale as the organization grows. Enhance financial models, dashboards, management reports, and data accessibility. Establish consistent financial planning assumptions, reporting standards, and performance measures. Improve financial data quality in partnership with Accounting, IT, and other functional teams. Champion FP&A best practices while remaining flexible and responsive to changing business priorities. Identify opportunities to reduce manual work and improve the speed, accuracy, and usefulness of financial information. Qualifications Required Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field. 5–8 years of progressive FP&A, corporate finance, or related financial planning experience. Demonstrated experience supporting a Direct-to-Consumer (DTC) business, including a strong understanding of DTC revenue drivers and customer economics. Experience supporting executive leadership in a fast-paced, growth-oriented, or evolving business environment. Strong understanding of the Profit & Loss Statement, Balance Sheet, Statement of Cash Flows, and working capital. Demonstrated experience with budgeting, forecasting, financial modeling, variance analysis, executive reporting, and KPI development. Experience analyzing DTC and commercial performance metrics such as CAC, LTV, ROAS, conversion, retention, average order value, gross margin, and contribution margin. Expert-level Microsoft Excel skills, including complex financial modeling, advanced formulas, dynamic arrays, PivotTables, Power Query, Power Pivot, dashboards, and scalable driver-based models. Ability to build financial processes and models with limited structure or established precedent. Strong analytical and problem-solving skills with the ability to move between detailed analysis and broader business strategy. Strong written and verbal communication skills, including the ability to present financial information to executive and nonfinancial audiences. High level of ownership, adaptability, organization, and attention to detail. Preferred Experience within nutraceuticals, dietary supplements, health and wellness, CPG, consumer products, or retail. Experience working in a startup, high-growth, private-equity-backed, founder-led, or entrepreneurial business environment. Experience supporting an omnichannel business with DTC, eCommerce, retail, marketplace, subscription, or recurring-revenue channels. Experience with inventory planning, product-level profitability, SKU economics, supply chain finance, or working-capital management. MBA, CPA, or CFA. Experience with ERP systems and financial planning and analysis software. Experience with Power BI, Tableau, or a similar business intelligence tool. Experience automating financial reporting and analytical processes. Experience preparing materials for Boards of Directors, investors, or executive leadership teams. Why Join AdvoCare? Work directly with the CFO and executive leadership team to build a world-class FP&A function. This highly visible role offers the opportunity to influence strategic decisions, partner across the organization, and help drive profitable growth through data-driven financial insights. #J-18808-Ljbffr ADVOCARE INTERNATIONAL LLC