Director of Financial Planning and Analysis

Cumulus Coffee; New York (NY); On-site; USD 185,000 - 220,000; Full time

Job summary

Join a forward-thinking company as a Senior Director of Finance, FP&A, where you will lead strategic financial planning and reporting. This high-impact role involves collaborating with the CFO and CEO to shape the company's growth trajectory. You will manage everything from budgeting to investor communications, driving insights that influence marketing and operations. With a competitive compensation package and a culture that encourages career ownership, this is a unique opportunity to make a significant impact in a rapidly growing business focused on revolutionizing the coffee experience.

Benefits

Medical, Dental, and Vision coverage

PTO and Paid Holidays

Competitive compensation package

Accelerated career advancement opportunities

Unlimited access to cold brew coffee

Qualifications

• 8-12 years of FP&A or strategic finance experience, ideally in CPG or food/bev.
• Strong financial modeling skills; Excel is your second language.

Responsibilities

• Lead the FP&A function: Annual Operating Plan, rolling forecasts, and reporting.
• Own investor reporting: Build decks, KPI dashboards, and executive updates.

Skills

Financial Modeling

Strategic Planning

Project Management

Data Analysis

Inventory Management

Education

Bachelor's degree in Economics

Master's degree in Finance

Tools

Shopify

Netsuite

Excel

Looker

Job description

Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Direct message the job poster from Cumulus Coffee

global talent acquisition leader | head of talent & hr @ cumulus coffee | GLG council member

About Cumulus

Does anyone drink hot coffee anymore? - The New York Times, September 2022

How we drink coffee has changed. The Cumulus Coffee Company, headquartered in New York, has created the first-ever solution for brewing premium nitro cold brew at home in a matter of seconds at the push of a button. Through the use of cutting-edge technology coupled with world-class expertise in the science and craft of coffee, Cumulus has succeeded in streamlining, shortening, and consolidating the cold brewing process, and at the same time, has brought all the nuances and flavor variety of hot coffee to the cold coffee space in a way that has never been done before. The company has raised over $30M in seed funding led by Valor Siren Ventures, with participation from investors including Maveron, Howard Schultz, Linden Ventures, Carter Reum, and Ryan Tedder. The Cumulus machine is currently available online as well as select Williams Sonoma locations and the team is rapidly growing to support the customer demand for this exciting product. This is a unique opportunity to join an early-stage business led by functional experts and supported by a world class investment team.

About the Role

We’re looking for a (Senior) Director of Finance, FP&A to join our growing team at our New York HQ. This is a high-impact, high-visibility role responsible for leading strategic financial planning and reporting. You will partner directly with the CFO, CEO, and department leads to help shape the company’s growth trajectory and operating performance. This role will own everything from forecasting and budgeting to investor communications, KPI reporting, and strategic insights that fuel decision-making across marketing, operations, and sales. Ideal candidates are hands-on, analytical, and can connect the dots between numbers and business strategy.

Responsibilities

• Lead the company-wide FP&A function: Annual Operating Plan (AOP), rolling forecasts, and monthly budget vs. actuals.
• Own investor and board reporting: Build investor decks, KPI dashboards, and executive-level performance updates.
• Drive weekly/monthly business reporting: Partner cross-functionally to own KPI development and ongoing tracking.
• Work with marketing leadership to build performance dashboards and provide insights into customer acquisition, retention, and LTV.
• Partner with operations and supply chain to optimize inventory planning and S&OP processes.
• Collaborate with the Controller to ensure accurate and timely month-end closes for a multi-channel business (DTC, B2B, wholesale).
• Evaluate new strategic initiatives (e.g., channel expansion, pricing, partnerships) and provide recommendations backed by financial modeling.
• Drive ad hoc financial and operational analysis to support leadership decisions.
• Act as internal expert across systems (Shopify, Netsuite, Shiphero, Looker/analytics platforms).
• Lead financial diligence and data room prep for capital raises, as well as support investor relations and reporting needs.
• Mentor junior team members and instill operational rigor across the org.

Qualifications

• Bachelor’s degree in economics, finance, or related business field
• 8–12 years of progressive FP&A or strategic finance experience (ideally in CPG, food/bev, or omnichannel brands).
• Strong financial modeling chops—Excel is your second language.
• Experience with Shopify-based businesses and familiarity with associated analytics tools.
• Netsuite experience; comfort with accounting and financial statements (you’ve worked closely with accounting teams).
• Project management skills to lead timelines around budgets, closes, reporting cycles.
• Experience with forecasting demand and inventory in partnership with ops/supply chain teams.
• Executive presence and ability to translate complex numbers into clear business strategies.
• Strategic thinker who’s not afraid to dive deep into the details.
• Curious and action-oriented—someone who spots problems and solves them.
• Thrives in a collaborative, in-person work environment.

Perks and Benefits

• Competitive compensation package with meaningful equity ($185,000- $220,000 base +/- depending on experience) + bonus + equity
• Medical, Dental, and Vision coverage
• PTO and Paid Holidays
• Accelerated career advancement opportunities: we encourage all team members to have a founding team mindset and truly own their career at Cumulus
• The best perk: unlimited access to the best cold brew, nitro cold brew, and cold espresso you've ever had...at the push of a button

Cumulus Coffee is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Food and Beverage Services, Consumer Services, and Food and Beverage Retail

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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