Financial Planning & Analysis Manager

Job Description

Job Description

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.

Financial Reporting

• 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.

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.