Manager of Financial Planning and Analysis

Financial Planning and Analysis Manager

The Financial Planning and Analysis (FP&A) Manager is responsible for leading financial planning, forecasting and analytical activities that support the strategic decision making across the organization. This role will partner closely with sales channel (Direct to Consumer, eCommerce and Wholesale) leaders to provide insights into financial performance, risk mitigation and operational efficiency and profitability.

The ideal candidate combines strong financial modeling and analytical capabilities with excellent communication skills and prior experience supporting direct to consumer (DTC) business models and financial operations.

Financial Planning and Analysis Manager Responsibilities:

• Financial Planning and Forecasting
  • Lead the annual budgeting process and periodic reforecasting cycles.
  • Develop and maintain monthly, quarterly, and long-range financial forecasts.
  • Analyze financial trends, revenue drivers, and expense patterns to support strategic decision-making.
  • Build scalable financial models to evaluate business initiatives, investments, and growth opportunities.
  • Support forecasting and analysis related to direct-to-consumer sales channels, subscription models, ecommerce performance, and customer retention metrics.
  • Support cash flow forecasting and working capital analysis
• Financial Analysis and Reporting
  • Prepare monthly management reporting packages with variance analysis and KPI tracking.
  • Provide insights into business performance, profitability, cash flow, and operational efficiency.
  • Analyze customer acquisition cost (CAC), lifetime value (LTV), return on ad spend (ROAS), gross margin trends, and inventory performance.
  • Identify risks and opportunities impacting financial performance.
  • Conduct scenario planning and sensitivity analysis
• Business Partnership
  • Partner with department leaders to develop budgets, monitor spending, and improve financial accountability.
  • Support pricing analysis, margin optimization, and cost management initiatives.
  • Assist operational teams in evaluating ROI on projects and initiatives.
  • Partner with Operations (Technology, Warehouse, Marketing) to monitor performance

Financial Planning and Analysis Manager Required Skills/Abilities:

• Bachelor's degree in accounting or finance
• 5+ Years of progressive growth in financial planning and analysis field
• Prior experience supporting direct-to-consumer (DTC), ecommerce, or consumer products businesses.
• Strong understanding of ecommerce financial metrics including CAC, LTV, ROAS, conversion rates, and inventory management.
• Experience with ERP systems and financial planning software.
• Proficient in Microsoft Office Suite or similar software.
• Excellent organizational skills and attention to detail.
• Ability to follow verbal and written instructions.
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities in face paced environment

Preferred Experience:

• Experience with BI Tools (Power BI, Power Query, Tableau, etc
• Experience in consumer products, supplements, health & wellness, or ecommerce industries preferred.
• Prior experience with Accounts Payable (AP) and Accounts Receivable (AR) processes, reporting, and cash flow management preferred.
• Experience leveraging AI-powered FP&A and finance automation tools for forecasting, reporting, financial modeling, and business analytics preferred.
• Experience supporting multi-location wholesale or retail operations preferred, including financial oversight for distributed store locations and centralized Accounts Payable functions managed through a parent or shared services entity.