Manager, Retail Finance

AG1; United States; Remote; USD 90,000 - 115,000; Full time

Benefits offered by this job

100% remote working environment

Paid holidays

Unlimited PTO

Monthly telecom stipend

In-person team meetups

Job summary

AG1 is seeking a Manager, Retail Finance to partner with our Retail Team and drive the retail strategy and financial targets across grocery, mass, club, and other retailers in the US.

You will enhance product COGS, improve trade spend visibility, manage deductions, and support order-to-cash processes while collaborating across the organization. This role requires analytical, strategic, and cross-functional partnership skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4–7+ years of experience with a CPG/consumer products brand supporting Sales Teams and major retailers like Costco, Target, Ulta.
• Strong strategic thinking and analytical skills; translate data into actionable business plans.
• Detail-oriented with a focus on operational excellence in retail initiatives.
• Passion for health, wellness, and nutrition; understands evolving consumer landscape.
• Ability to thrive in a fast-paced, remote, entrepreneurial environment and collaborate cross-functionally.

Responsibilities

• Support the execution of the strategic sales plan and budget to expand AG1 footprint within retail partners across the US.
• Create dashboards that combine external and internal data to enable KPI tracking and performance visibility.
• Perform financial analysis on new business opportunities and assess competitive dynamics to drive growth.
• Post-event analysis of retail marketing programs to ensure brand consistency and alignment with objectives.
• Enable Sales to execute product launches, seasonal promotions, and merchandising strategies for profitable growth.
• Monitor deductions, invoicing, and cash flow; coordinate with Accounting & Finance on cash assumptions.
• Collaborate in NPD financial analysis and S&OP to improve forecasting and demand visibility.
• Provide regular performance updates to senior leadership with actionable recommendations.

Skills

Strategic thinking

Analytical skills

Data-driven planning

Collaboration across functions

Operational excellence

Remote work adaptability

Education

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

Job description

ABOUT US

At the heart of AG1 lies a commitment to our mission to empower people to take ownership of their health. Since 2010, we've dedicated ourselves to bringing Foundational Nutrition to people around the world.

Our ethos is deeply rooted in science, with an unwavering dedication to continuous improvement. We leverage and contribute to the latest research to deliver a powerful, straightforward solution for optimal health to our customers. We harness the finest ingredients so that every scoop of AG1 gives you the nutrients you need with the simplicity you want in a daily routine.

Likewise, our organization puts the same energy into creating an environment that is a reflection of the cultural values that define who we are and how we work together. These seven values— One Spectacular Life, Customer Obsessed, Radical Ownership, High Performance, Courage, Amazing Humans and Continuous Pursuit of Excellence —are a representation of the high standards we set, and hold ourselves accountable to, when it comes to building our global team.

THE ROLE

AG1 is seeking a Manager, Retail Finance to support our business as we expand our presence in grocery, mass, club, and other retailers. This high-impact role is responsible for partnering with our Retail Team and across the organization to deliver the retail strategy and budgeted financial targets, work to improve product COGS, develop trade spend visibility and efficiencies, ensure accuracy of Retailer fines/fees/deductions, assist in the order to cash process, and other duties as assigned.

Reporting to the Director, Retail Finance the successful candidate is an experienced finance business partner to Commercial/Retail Sales with a strong understanding of the grocery, mass, club, and natural retail landscape. This role requires a mix of strong partnership skills, analytical and financial acumen, and the ability to both execute existing and build new processes.

WHAT YOU'LL DO

Visibility and Tracking

• Support the execution of the strategic sales plan and budget to expand the AG1 footprint within retail partners across the US.
• Create dashboarding which brings together external and internal data to enable KPI financial tracking and enhances performance visibility
• Financial analysis on new business opportunities, assess competitive dynamics, and proactively address challenges to drive growth.

Retail Execution

• Post event analysis of retail marketing programs, ensuring brand consistency and alignment with retailer and AG1 objectives.
• Enable Sales to execute product launches, seasonal promotions, and merchandising strategies driving sustainable and profitable growth
• Understand innovation pipeline and partner with NPD in the development and fit for Retail

Deduction & Order to Cash

• Ensure timely invoicing and collection of cash. Act as the AR liaison for Retail and work with Accounting & Corporate Finance teams on cashflow assumptions
• Monitor Customer fines/fees/deductions/allowances. Understand contracts and work to create strategies that minimize the financial impact
• Monitor Customer PO’s for adherence to agreed commercial terms

Business Partnership

• Assist in Customer product assortment and NPD (innovation) financial analysis
• Collaborate in the S&OP process to improve forecasting and demand visibility
• Leverage sales data, market trends, and consumer insights to influence the retail strategy and to optimize financial performance.
• Provide regular performance updates to senior leadership, offering actionable recommendations for continuous improvement.

WHAT WE'RE LOOKING FOR

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4-7+ years of experience with a CPG/consumer products brand supporting Sales Teams and major retailers experience like Costco, Target, Ulta, etc
• Strong strategic thinking and analytical skills, with the ability to translate data into actionable business plans.
• Detail-oriented with a focus on operational excellence and flawless execution in retail initiatives.
• Passion for health, wellness, and nutrition, with an understanding of the evolving consumer landscape.
• Ability to thrive in a fast-paced, remote, entrepreneurial environment and collaborate cross-functionally with internal and external stakeholders.

WHAT'S IN IT FOR YOU?

• Competitive compensation and performance-based incentive plans.
• A 100% remote working environment (excluding Laboratory positions), which has been implemented from day one.
• A strong company culture that is enforced through the hiring process to ensure values alignment and a highly collaborative team.
• A mission-driven approach to everything that we do, with an overall goal to significantly improve our customers’ health and wellness.
• A high-growth, dynamic environment with opportunities for your direct impact to be felt.
• Paid holidays, company-wide reset and reflect days, and unlimited PTO (based on your country of residence).
• In-person team meetups for optimal collaboration, team building and accelerating productivity.
• A work environment and culture that is based on high performance, productivity and continuous improvement.
• The opportunity to work with passionate, high-growth, business-minded colleagues who bring their all to our mission each and every day.
• Access to AG1 products and branded swag.
• Monthly telecom stipend to offset some of the costs of home internet/wifi for eligible team members.
• All other benefits and insurances as required by law, based on your specific country of residence.

AG1 is dedicated to providing equitable and competitive compensation & benefits packages. For this particular role, the base salary range is $90,000 - $115,000 and will ultimately be decided at the offer stage, based on an individual candidate’s level of skills and experience aligned with the needs of this role. Base salary is one component of total compensation for this position. We provide a competitive mix of base salary, performance bonus, and stock option allocation for eligible roles.

AG1 is an Equal Opportunity Employer. We are committed to inspiring fulfilling lives, starting with a focus on health and we believe this starts in the workplace. We do this by providing employees with a safe and welcoming work environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where all team members can thrive, feel a sense of belonging, and make a difference in the world together. We do not discriminate based on age, race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, veteran status, disability, or any other status protected by law. We are an equal opportunity employer.

Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Please review our Privacy Policy, including the Job Applicants section, to learn more about how we collect and use personal information in the application process: https://drinkag1.com/privacy.