Director, FP&A

Ives & Associates; Indianapolis (IN); On-site; USD 120,000 - 170,000; Full time

Job summary

Ives & Associates is seeking a strategic FP&A leader to drive financial analysis, planning, performance management, and decision support across our consumer-packaged goods portfolio.

The ideal candidate partners with executive leadership, sales, marketing, operations, and supply chain to accelerate profitable growth, improve visibility, and ensure accountability. This is a highly visible role with senior exposure.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 8+ years of progressive finance experience with FP&A leadership in a packaged goods/CPG environment.
• Strong understanding of CPG financial drivers including trade spend, customer P&Ls, gross-to-net analyses, pricing, and promotions.
• Experience supporting executive leadership and cross-functional teams; advanced financial modeling and analytics.
• Strong systems experience with ERP, forecasting, and BI tools.

Responsibilities

• Lead strategic financial planning, including annual operating plan, forecasting, long-range planning, and monthly reviews.
• Partner with business leaders to develop growth strategies, profitability improvements, and investment priorities.
• Deliver actionable financial insights to support decision-making and drive accountability.
• Develop KPIs across brands, customers, channels, and product categories; monitor margin and GTN/trade spend.

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or CPA preferred

Tools

ERP systems

Forecasting tools

BI tools

Job description

We are seeking a strategic, commercially minded FP&A leader/team member to help drive financial analysis & planning, performance management, and decision support across our business portfolio. CANDIDATES MUST HAVE EXPERIENCE WORKING FOR A CPG COMPANY. This role will serve as a key business partner to executive leadership, sales, marketing, operations, and supply chain teams to help accelerate profitable growth, improve visibility, and drive accountability across the organization.

The ideal candidate combines strong financial rigor with an understanding of the dynamics of the consumer-packaged goods industry, including trade spend, retailer profitability, pricing, innovation, supply chain costs, and margin management.

This is a highly visible leadership role with significant exposure to senior executives and the opportunity to influence company strategy and operational execution.

Key Responsibilities

Strategic Financial Leadership

• Assist with the business's annual operating plan (AOP), forecasting, long-range planning, and monthly financial review processes.
• Partner with business leaders to develop growth strategies, profitability improvement initiatives, and investment priorities.
• Deliver actionable financial insights and recommendations that support business decision-making.
• Drive financial discipline and accountability across all business functions.

Business Performance & Analytics

• Analyze financial and operational performance across brands, customers, channels, and product categories.
• Develop and monitor KPIs related to revenue, gross margin, GTN/trade spend, SG&A, BME, etc.
• Identify risks and opportunities within business financials and proactively recommend corrective actions.
• Lead modeling and sensitivity analysis related to pricing, margins, promotions, and innovation launches amongst other responsibilities

Commercial Finance Partnership

• Partner closely with Business Leaders, Sales and Marketing on:
• Promotional ROI
• Customer profitability
• Pricing and mix optimization
• New item launches and innovation analysis
• Support retailer line reviews, customer negotiations, and strategic growth initiatives with financial analysis and insights.
• Help establish financial guardrails around customer investment and promotional spending.

Reporting & Process Improvement

• Assist in monthly business reviews and executive financial reporting packages.
• Improve financial planning tools/processes.
• Build scalable dashboards and analytics capabilities to improve business visibility and speed.
• Help drive a data-driven, performance-oriented culture.
• Build (if needed), mentor, and develop a high-performing FP&A team.
• Foster strong cross-functional relationships and collaboration.
• Establish a culture of ownership, curiosity, agility, and continuous improvement.

Qualifications

Required Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 8+ years of progressive finance experience, including FP&A leadership within a packaged goods, food & beverage, or consumer products company.
• Strong understanding of CPG financial drivers including:
• Trade spend management
• Customer P&Ls
• Gross-to-net analysis
• Pricing and promotional analytics
• Supply chain and inventory management
• Experience supporting executive leadership and cross-functional business teams.
• Advanced financial modeling and analytical capabilities.
• Strong systems experience with ERP, forecasting, and BI tools.

Preferred Experience

• Experience working with major retailers such as Walmart, Target, Costco, Kroger, Amazon, etc.
• Experience supporting multiple brands or business units.
• Familiarity with syndicated data sources (IRI/Circana/Nielsen) is a plus.
• Experience in entrepreneurial business environments preferred but not necessary.
• Strategic thinker with strong commercial acumen
• Highly analytical with the ability to simplify complexity
• Strong executive presence and communication skills
• Bias for action and results orientation
• Collaborative and team-oriented leadership style
• Comfortable operating in a fast-paced, evolving environment
• High level of ownership and accountability