Director, Financial Planning & Analysis

Reports to: Chief Financial Officer| Department: Finance| FLSA Status: Exempt| Location: Corporate Office

Position Summary

The Director, Financial Planning & Analysis leads the enterprise planning, forecasting, and performance reporting function for Obsession Holdings and its operating banners, The Fragrance Outlet and Perfumania, across a portfolio of approximately 270 retail locations and a growing e-commerce channel. Reporting directly to the Chief Financial Officer, this role owns the annual budget, the rolling forecast, and the weekly, monthly, and quarterly reporting cadence that management, the Board, the sponsor, and the Company's lender group rely on.

This is a hands-on leadership role in a lean, fast-moving finance organization, and you will have considerable input in defining, developing and refining the planning and analytical capabilities of the organization. The Director is expected to build the models personally, not merely review them, while developing a small analyst team and elevating the quality, speed, and credibility of financial information across the business. Success in this role is measured by forecast accuracy, the clarity of the insight delivered to decision makers, and the discipline brought to capital allocation and liquidity management in a leveraged, multi-entity environment.

Key Responsibilities

Planning, Budgeting & Forecasting

• Lead the development and execution of the annual budget, long-range plan (LRP), and rolling forecast across both banners, all channels, and all legal entities
• Build and maintain the integrated three-statement operating model, linking P&L, balance sheet, cash flow, and capital expenditures with full consolidation and intercompany elimination logic
• Own driver-based forecasting for sales, gross margin, store payroll, occupancy, and corporate overhead, translating operating assumptions into financial outcomes
• Produce weekly and monthly liquidity forecasts, including 13-week cash flow, borrowing base availability, and working capital requirements
• Own the company new store proforma model, renewal and cannibalization decision maker
• Coordinate the planning calendar with Merchandising, Store Operations, Marketing, Real Estate, Supply Chain, and Human Resources to ensure a single, reconciled plan

Performance Management & Analysis

• Own the weekly flash, monthly operating review (MOR), and quarterly Board reporting packages, including variance analysis, KPI tracking, and forecast walks
• Analyze comparable store sales, traffic, conversion, average transaction value, and units per transaction by banner, property type (outlet, mall, urban), and demographic segment (suburban, tourist domestic, tourist international)
• Drive four-wall store profitability analysis, including underperforming store reviews, lease renewal and closure economics, and remodel payback
• Partner with Merchandising on gross margin, promotional and markdown cadence, vendor allowances, inventory productivity, turn, and open-to-buy implications
• Partner with Store Operations and Human Resources on labor modeling, hours planning, productivity metrics, and shrink
• Translate complex financial and operational data into clear, actionable recommendations for the CFO, executive leadership team, and functional owners

Capital, Liquidity & Lender Reporting

• Maintain the consolidated capital expenditure plan, prepare new store and remodel pro formas, and perform post-completion ROI and payback analysis
• Prepare covenant calculations, compliance certificates, and borrowing base reporting required under the Company's term loan and asset-based lending facilities, in partnership with Accounting and Treasury
• Model excess availability, cash dominion triggers, and covenant cushion under multiple operating scenarios; flag risks early and propose corrective levers
• Prepare sponsor and lender reporting packages and support diligence requests, refinancing processes, and rating or credit reviews
• Support M&A, new banner, and new market evaluation, including diligence support, synergy modeling, and post-close integration tracking

Business Partnership & Process

• Serve as the embedded finance partner to cost center owners, holding the organization accountable to budget and to the assumptions behind it
• Partner with Accounting to reconcile forecast to actuals, validate accruals, and ensure a clean, timely close
• Drive process and systems improvement, including automation of recurring reporting, development of self-service dashboards, and improved integration of POS, ERP/GL, and merchandising data
• Establish and maintain documentation, version control, and audit trails for all core models and reporting deliverables
• Manage, mentor, and develop a financial analyst, setting standards for analytical rigor, accuracy, and presentation quality
• Foster a culture of curiosity, ownership, and continuous improvement within Finance and across business partners
• Build bench strength and succession depth within the FP&A function as the portfolio grows

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
• 8+ years of progressive corporate finance or FP&A experience, including at least 2-3 years managing analysts or leading a planning function
• Demonstrated experience in multi-unit retail, restaurant, or consumer environments; specialty retail, beauty, or fragrance experience strongly preferred
• Experience in a private equity-backed, leveraged, or multi-entity organization, including exposure to sponsor reporting and lender covenant compliance
• Track record of preparing materials for and presenting to executive leadership and Board audiences
• Experience supporting a business through growth, new unit expansion, integration, or transformation

Knowledge, Skills & Abilities

• Expert-level Excel and advanced PowerPoint; ability to build institutional-quality models and decks without support
• Significant experience with three-statement modeling, scenario and sensitivity analysis, and free cash flow modeling
• Working knowledge of credit agreement reporting requirements, financial covenants, and borrowing base mechanics
• Deep understanding of retail P&L drivers and unit economics, including comp sales, gross margin, occupancy, store labor, and inventory productivity
• Proficiency with ERP/GL systems, POS and merchandising data, business intelligence tools (Power BI, Tableau), and financial planning systems; SQL a plus
• Strong business acumen and the ability to connect financial results to the operating decisions that produced them
• Exceptional written and verbal communication, with the ability to influence cross-functional leaders without direct authority
• Detail-oriented and intellectually honest, with a bias toward validating numbers at the source
• Comfortable operating with ambiguity, competing priorities, and lean resources in a fast-paced environment
• High integrity, discretion, and commitment to confidentiality

Additional Information

• Travel: Limited; occasional store visits and periodic travel to support Board, lender, or field meetings
• Physical Requirements: Ability to perform sedentary work and communicate effectively via digital tools
• This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position