Director, FP&A

Patco Brands; Sausalito (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Patco Brands is seeking a highly motivated FP&A professional to support a broad range of financial analytical tasks. The role emphasizes building data models, shaping the financial plan, and improving reporting and metrics.

This is an individual contributor position aimed at enhancing profitability and managerial insights across functions. You will collaborate with business teams to protect margins, support product costing, and provide senior management with actionable ad-hoc analyses.

Qualifications

• Bachelor’s degree in finance, accounting, business administration or STEM with relevant experience.
• 7+ years of analytical work experience in finance or FP&A.
• Strong ability to read financial statements and understand GAAP.
• Proven financial modeling and data-driven insight skills.
• Excellent communication across functions and management levels.

Responsibilities

• Plan and budget support: contribute to annual budget process and develop templates.
• Forecasting: run quarterly forecast and provide insights to leadership.
• Reporting: ensure data integrity in reporting; develop new reports as needed.
• Variance analysis: compare budget vs. actual and provide actionable insights.
• Executive support: assist MBR preparation and board presentations; ad-hoc analysis.
• EPM/data modeling: understand data sources; help design data structures for performance metrics.
• Profitability analysis: analyze product margins and cost structures; support pricing/brand spend reviews.

Skills

Financial modeling

GAAP understanding

Excel proficiency

Analytical thinking

Cross-functional communication

MBA/MS preferred

Education

Bachelor's degree in finance/accounting/BA

MBA/MS a plus

Tools

Essbase

Anaplan

Adaptive

Planful

OneStream

Power BI

Tableau

Job description

Summary

The FP&A team is seeking a highly motivated finance professional to support a broad range of financial analytical tasks. We are looking for a strong generalist with a can‑do, roll‑up‑your‑sleeves attitude. Build and leverage data models, participate in building the financial plan, and improve data metrics and reporting. Develop the FP&A partnerships across business functions to provide managerial insights, protect margins, and cash. This role is an individual contributor.

Responsibilities

• Planning/budgeting : key contributor to the annual budget process; develop/s/adjust templates; leads meetings with department heads to develop plan drivers; rolls up reports, maintains data integrity; assists with budget reviews; builds budget presentations.
• Forecasting : run quarterly forecast exercise; provide insights to senior management.
• Reporting : ensure EPM data integrity; run monthly adjustments and allocations; run monthly report decks; develop new reports based on the business needs/feedback.
• Review and analysis : variance vs. budget/PY; PVM/MVM analysis; assist with department and brand performance reviews.
• Executive management support : assist with producing the MBR; assist with the quarterly board presentations; provide ad‑hoc analysis and insights to senior management.
• EPM system and data models : understand the sources of data; develop performance metrics; help design the data structures to support performance measurement; help support the EPM system and evaluate functionality for future needs.
• Profitability management : develop a deep understanding of our supply chain; understand sources of costs and the cost structure; support new product costing process; conduct product margin analysis; ad‑hoc analyses of pricing/brand spend requests; monthly/quarterly product profitability measurement.

Requirements

• Bachelor’s degree (finance/accounting/business administration or STEM plus relevant experience preferred). 7+ years of work experience in an analytical capacity. MBA/MFE/MS a plus. Demonstrated ability for critical thinking, linking the big picture to operational insights. Investment banking or management consulting experience is a plus.
• Proven ability to read and interpret financial statements. Solid understanding of GAAP.
• Strong experience in financial modeling. Passion for data-driven analytical insight.
• Very strong technical skills. Full fluency in MS Office (Excel at expert level) and/or G Suite.
• Strong communication skills, ability to effectively communicate across functions and management levels.

Optional, but very helpful

• Experience with OLAP and dashboarding tools (Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes).
• Consumer goods / food & beverage industry experience. Experience with VIP/iDIG/Nielsen IRI is a plus.