Financial Planning and Analysis Manager

Role Overview

The Financial Planning and Analysis (FP&A) Manager drives financial planning, forecasting, reporting, and business analysis across the company. You’ll partner with Finance, Sales, Marketing, Operations, Supply Chain, and Accounting to improve financial discipline and translate complex financial data into clear leadership insights.

Responsibilities

Financial Planning & Forecasting

• Own annual budgeting, quarterly forecasting, and long-range planning processes
• Maintain financial models for revenue, gross margin, operating expenses, cash flow, and scenario planning
• Build forecast assumptions with Sales, Marketing, Operations, Supply Chain, and Accounting
• Lead variance analysis vs. budget, forecast, and prior year
• Identify risks, opportunities, and key drivers of financial performance

Revenue, Customer & Channel Analysis

• Analyze sales performance by customer, channel, SKU, product line, and region
• Partner with Sales on customer profitability, volume trends, pricing, deductions, trade spend, and promotional ROI
• Support monthly customer and channel reviews with actionable insights
• Improve forecast accuracy by connecting sales forecasts to demand planning and shipment/customer trends
• Evaluate new customer opportunities and pricing changes

Gross Margin & Operations Finance

• Monitor gross margin by SKU, customer, and channel
• Analyze COGS drivers including freight, warehousing, manufacturing/co-packer costs, ingredient costs, packaging, and yield variances
• Partner with Operations and Supply Chain to find margin improvement opportunities
• Support standard cost updates, cost savings initiatives, and margin bridge analysis
• Provide financial support for new product launches, reformulations, and operational changes

Operating Expense Management

• Own departmental expense reporting and forecasting across key functions
• Review spend with budget owners, explain variances, and update forecasts
• Support headcount planning, marketing spend analysis, G&A tracking, and department-level accountability
• Improve visibility into fixed vs. variable costs and discretionary spending

Reporting & Leadership

• Prepare monthly financial reporting packages for executive leadership
• Build dashboards, KPIs, and financial summaries that highlight performance
• Support board/investor/lender reporting and strategic projects as needed
• Turn financial data into practical business recommendations
• Improve reporting cadence, data accuracy, and financial storytelling

Process & Systems Improvement

• Improve FP&A processes, templates, models, and reporting tools
• Partner with Accounting to ensure accurate and timely actuals
• Support implementation/optimization of planning, ERP, BI, and reporting systems
• Help build scalable finance infrastructure as the company grows

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 5–8 years of relevant experience in FP&A/corporate finance/investment banking/consulting/accounting/business analytics
• Required domain experience: CPG, food and beverage, manufacturing, or consumer products
• Strong P&L and cost understanding (gross margin, trade spend, COGS, inventory, operating expenses)
• Advanced Excel and financial modeling skills
• Experience with ERP and planning/reporting systems (e.g., NetSuite, Oracle, Adaptive, Anaplan, SAP, Power BI, Tableau, or similar)
• Ability to work with large datasets and communicate insights effectively