Director of Financial Planning and Analysis

• Build the FP&A function from the ground up with direct access to the CFO.
• Shape pricing and profitability decisions across customers, products, and segments.
• Remote from California with 25% travel

Reports to: Chief Financial Officer

The Opportunity

We are seeking a Director of Financial Planning & Analysis to serve as the primary FP&A partner to a growing, private equity-backed business. Reporting directly to the CFO, this individual will build and lead the company’s forecasting, financial modeling, profitability analysis, and management reporting capabilities.

This is a highly visible, hands-on role for someone who enjoys building. The company’s FP&A tools and processes are still developing, giving the Director an opportunity to establish the models, methodologies, and reporting infrastructure that will guide future decision-making.

The role will work closely with commercial leadership on revenue forecasting, pricing, and product profitability while partnering across Operations, Supply Chain, and Accounting. It will also have direct exposure to private equity reporting and quarterly board materials.

Key Responsibilities

Finance Business Partnership

• Serve as a strategic financial partner to commercial leadership, providing insight into revenue performance, pricing, customer economics, and product profitability.
• Build customer-, product-, and segment-level analyses that support commercial strategy and decision-making.
• Partner with Sales and other functional leaders to improve revenue forecasting and evaluate volume, pricing, mix, and margin trends.
• Translate financial and operating results into clear recommendations, risks, opportunities, and actions.
• Develop scenario and sensitivity analyses for pricing decisions, customer opportunities, strategic initiatives, capital investments, and other significant business decisions.

Financial Modeling and Forecasting

• Build and maintain an integrated rolling forecast across the income statement, balance sheet, and cash flow statement.
• Lead the development of the company’s forecasting and modeling capabilities largely from the ground up.
• Maintain particular focus on liquidity, capital expenditures, inventory, and other key working-capital drivers.
• Lead the annual budgeting process and periodic reforecasts, including financial assumptions, operating plans, and consolidated projections.
• Develop forward-looking scenarios that quantify potential business risks and opportunities.
• Partner with Accounting to align historical financial reporting with forecasts and ensure that significant financial and operating variances are understood.

Profitability and Variance Analysis

• Develop a methodology for allocating production variances to SKU-level profitability, creating greater visibility into true product economics.
• Partner closely with the operational controller, relying on that individual’s operational expertise while owning the financial methodology and analysis.
• Identify gaps in the operational information currently being captured and help improve the data needed for accurate profitability analysis.
• Lead gross-margin and contribution-margin analysis by customer, product, channel, and business segment.
• Identify the operational and commercial drivers behind financial results rather than simply reporting variances.

Reporting and Systems

• Build and support weekly KPI reporting, monthly financial reporting, and quarterly board presentations for the company’s private equity ownership.
• Develop concise, executive-level reporting that clearly communicates performance trends, underlying drivers, risks, and opportunities.
• Help shape the company’s Power BI implementation as the paused build-out resumes, bringing a strong commercial-finance perspective to what is measured and reported.
• Establish scalable FP&A processes, reporting standards, models, dashboards, and analytical tools.
• Improve the accuracy, accessibility, and efficiency of financial and operational information.
• Provide ad hoc financial analysis and decision support to the CFO and senior leadership team.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Seven or more years of progressive experience in FP&A, corporate finance, or a related discipline.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and management reporting processes.
• Strong command of three-statement financial modeling, cash flow, liquidity, working capital, and profitability analysis.
• Experience in manufacturing, food processing, consumer products, or another operationally complex business environment is strongly preferred.
• Experience partnering with senior commercial and operational leaders and translating financial information into actionable recommendations.
• Advanced Microsoft Excel skills and experience with ERP, financial planning, and business intelligence tools.
• Experience with Power BI or a comparable reporting and visualization platform is preferred.
• Experience preparing executive, board, lender, or private equity reporting is highly valued.

Why This Opportunity Is Unique

This person will become the company’s primary FP&A owner from day one. The role offers direct access to the CFO, meaningful exposure to private equity ownership and board reporting, and the opportunity to shape the company’s financial tools and processes as the business grows.