Financial Planning & Analysis Manager

The FP&A Manager reports directly to the CFO. This individual will work closely with all teams across the company as well as the President, Board of Directors, and Company’s investor base. The Finance team’s purpose is to use data, analyses, and business judgment to help the Company and its leaders make more thoughtful financial decisions. As part of a small company and team, this role will have a high level of responsibility and will require juggling multiple projects at any given period of time. Responsibilities will include: building out, improving, and maintaining the Company’s financial model; using analyses to help make better business decisions; helping to develop the business plan for additional products & channels; working with business leaders to understand and arrive at accurate drivers for the business; conducting one-off analyses to support various company initiatives; leading the annual budgeting process and analyzing monthly variances; and communicating findings/learnings to key stakeholders (team, execs, Board, etc.). In addition, this role will be pivotal in organizing and presenting financial and operating data, helping to create investor presentations, board decks, and internal company presentations.

 

What You'll Do:

  • Financial Modeling: Create and manage forecasting models for weekly, monthly, and annual planning processes. You should be able to build a fully integrated operating model starting with a blank excel sheet
  • Supporting Development of KPIs: Leverage learnings to identify financial and business drivers and create KPIs that leaders can use to help manage the business. Ensure that a high level of data integrity is maintained across all areas of the Company.
  • Reporting: Work collaboratively with department leaders to build out and maintain daily, weekly, and monthly business performance reports, including variance analysis versus last year, plan and forecast. Work with the Sales and Marketing teams to incorporate past results and create automated reports that highlight KPI’s.
  • Supporting Strategic Planning + Budgeting Processes: Provide data and financial analyses to senior management and Board of Directors to assist in the Company’s short- and long-term strategic plans. Prepare financial models, analyses, and presentations that will be used in Company’s processes for raising debt and equity. Lead and manage the Company’s annual budgeting process.
  • Communication: Create presentations that clearly articulate findings, recommendations, and next steps, and communicate those findings to key stakeholders across the Company.

 Who You Are:

  • Creative self-starter with a sense of urgency and persistence, equally comfortable guiding a cross-functional team or rolling up your sleeves to build a model
  • Strong leadership instincts and the ability to manage and influence others, and to work cross-functionally throughout the organization
  • Adaptable and flexible, and want to work for a fast-paced start-up
  • Excellent judgment and maturity coupled with a positive, collaborative attitude

 Qualifications:

  • 2-3 year analyst program at an investment bank, consulting firm, or investment fund, and / or demonstrate mastery of the requisite skills that are learned at those organizations
  • Experience working in a finance, operations, accounting, or strategy role at a company that sells consumer goods in a direct-to-consumer business
  • Excellent communication skills and ability to create compelling presentations and present information to peers and executives alike
  • Outstanding analytical abilities. Successful candidates must be able to: a) get data from inference or a data analytics query, b) analyze data, c) draw conclusions from analyses, and d) organize and present data in a logical manner
  • Understanding of financial statements and general financial concepts, particularly inventory. You must be able to build, interpret, and analyze all types of financial reports that utilize information from a variety of sources

The FP&A role offers $100-130K Base Salary + Bonus + Equity + Benefits. Benefits package includes Medical (90% employer contribution), Dental (75% employer contribution), Vision (75% employer contribution), Share Options, Unlimited PTO, 18 paid holidays, Product Allowance, Electronics Allowance, HSA/FSA, 401k, Paid Parental Leave, Life & Disability Insurance, Company-sponsored WSET Certification, Employee Discounts and much more!

Please apply by submitting your resume to careers@drinkavaline.com.