Head of Finance - Planning and Analysis

We are seeking a Strategic Finance Manager to join a high-growth consumer products organization. This individual will serve as a key partner to executive leadership, helping drive financial strategy through sophisticated modeling, business analysis, capital allocation, and long-term planning.

The ideal candidate began their career in Investment Banking before transitioning into corporate finance or strategic finance within a consumer packaged goods (CPG), consumer products, retail, or omnichannel business. This person is intellectually curious, highly analytical, and comfortable influencing executive-level decisions through data-driven insights.

This is not a traditional FP&A role. The position is focused on evaluating strategic initiatives, supporting corporate development, optimizing financial performance, and helping shape the long-term direction of the business.

Strategic Finance Manager Responsibilities: Lead financial analysis supporting executive decision making, long-term growth initiatives, and strategic business planning.

Build and maintain sophisticated financial models to evaluate acquisitions, new product launches, pricing strategies, capital investments, and other strategic initiatives.

Partner with executive leadership to develop annual operating plans, long-range financial plans, and strategic forecasts.

Evaluate revenue, gross margin, operating expenses, cash flow, working capital, and profitability across products, customers, channels, and business units.

Develop scenario analyses and sensitivity models to assess business risks, investment opportunities, and financial outcomes.

Prepare executive-level presentations, board materials, and strategic recommendations for senior leadership.

Partner closely with Sales, Marketing, Operations, Supply Chain, Accounting, and Product teams to evaluate business performance and drive profitability.

Analyze customer, product, channel, and promotional profitability while identifying opportunities to improve financial performance.

Support corporate development initiatives including acquisitions, strategic partnerships, market expansion opportunities, and financial due diligence as needed.

Monitor financial and operational KPIs, providing actionable insights and recommendations to improve business performance.

Drive budgeting, forecasting, and variance analysis while identifying risks and opportunities throughout the fiscal year.

Improve financial planning, reporting, and analytical processes through automation, enhanced reporting, and scalable financial models.

Partner with Accounting to ensure alignment between financial reporting, management reporting, and business performance metrics.

Present financial results, business insights, and strategic recommendations to executive leadership on a regular basis.

Strategic Finance Manager Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field.

MBA, CPA, or CFA designation is preferred.

6–10+ years of progressive experience in Investment Banking, Strategic Finance, Corporate Finance, Corporate Development, or FP&A.

Prior Investment Banking experience is strongly preferred.

Experience within a consumer packaged goods (CPG), consumer products, retail, beauty, food & beverage, apparel, or omnichannel business is required.

Demonstrated experience building advanced financial models, valuation analyses, and business cases for executive decision making.

Strong understanding of financial statements, capital allocation, business valuation, and strategic planning.

Experience supporting executive leadership with board presentations, long-range planning, and strategic financial analysis.

Proven ability to evaluate revenue growth, profitability, pricing strategies, and investment opportunities.

Advanced Microsoft Excel and PowerPoint skills with exceptional financial modeling capabilities.

Experience with ERP systems and financial planning platforms such as Anaplan, Adaptive Planning, OneStream, Hyperion, SAP, Oracle, or similar systems is preferred.

Excellent analytical, communication, and presentation skills with the ability to translate complex financial information into actionable business recommendations.

Proven track record of influencing strategic business decisions through data-driven financial analysis.

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