Director of Financial Planning & Analysis

Who you are

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CFA preferred
• 5+ years of finance experience, including a minimum of 3 years at a bulge bracket investment bank with capital markets execution experience (or equivalent)
• 2+ years of FP&A experience at a Series B or later-stage retail or CPG company preferred
• Experience supporting Series C+ equity raises and managing debt facilities, working capital financing, and treasury operations preferred
• Proficiency in Excel financial modeling, with hands-on experience in NetSuite or Rillet
• Experience with 3-statement modeling, scenario analysis, and driver-based financial frameworks
• CPG or retail industry experience a plus
• Highly analytical and detail-oriented, with the ability to prioritize and move quickly
• Takes ownership of outcomes and collaborates well across teams
• Curious and driven, with a bias toward action and a track record of delivering results

What the job involves

• We are seeking a Senior Manager of Financial Planning & Analysis to serve as a strategic financial partner to our Finance team
• This is a high-impact role for someone with deep investment banking expertise and hands-on operating experience
• The ideal candidate has navigated the full spectrum of capital markets and brings robust analytical rigor and business judgment
• You are strategic, analytical finance and have experience in the CPG industry
• You will own the operating model, rolling forecasts, daily cashflow forecasting, financial reporting & variance analysis and support capital market needs
• Work on annual budgeting, long-range planning, and rolling forecasts across all business units
• Support monthly forecast, variance analysis, and operational reviews with leadership
• Build and maintain a bottoms-up 3-statement operating model with driver-based assumptions
• Build and deliver executive and board-level reporting packages
• Establish and track KPIs, unit economics and operating metrics, partnering with business leads to inform operational and financial performance
• Support Series D fundraising — investor materials, due diligence, and process management
• Support working capital financing including revolving credit, inventory financing, and vendor payment programs
• Support debt capital markets transactions; maintain covenant compliance and lender relationships
• Support treasury operations: daily cash flow forecasting, liquidity planning, and bank relationships
• Work closely with the Finance team on the AI transformation roadmap for FP&A, accounting, and treasury — deploying AI agents for forecasting, reporting, anomaly detection, and close automation
• Build AI-powered forecasting models and agentic workflows that auto-generate variance commentary, narratives, and dashboards
• Support the design of a company-wide KPI framework with AI-enabled monitoring, automated alerting, and a single source of truth data architecture
• Bring rigor, transparency, and sound judgment to financial decision-making in a dynamic startup environment
• Partner with CEO, CFO, and the Board on strategic planning, capital allocation, and corporate development
• Support financial due diligence for investors, lenders, and strategic partnerships