Remote FP&A Director: Build Forecasting & Profitability

3P Partners; California; Remote; USD 140,000 - 230,000; Full time

Job summary

3P Partners seeks a Director of Financial Planning & Analysis to build the FP&A function from the ground up, reporting to the CFO and collaborating with private equity stakeholders. You will own forecasting, modeling, profitability analysis, and management reporting to enable strategic decisions.

You’ll partner with Commercial, Operations, and Accounting to drive revenue forecasting, pricing optimization, and product profitability, while shaping tools and processes for scalable executive-ready

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Seven or more years of progressive experience in FP&A, corporate finance, or a related discipline.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and management reporting processes.
• Strong command of three-statement financial modeling, cash flow, liquidity, working capital, and profitability analysis.
• Experience in manufacturing, food processing, consumer products, or another operationally complex business environment is strongly preferred.
• Experience partnering with senior commercial and operational leaders and translating financial information into actionable recommendations.
• Advanced Microsoft Excel skills and experience with ERP, financial planning, and business intelligence tools.
• Experience with Power BI or a comparable reporting and visualization platform is preferred.
• Experience preparing executive, board, lender, or private equity reporting is highly valued.

Responsibilities

• Serve as a strategic financial partner to commercial leadership, providing insight into revenue performance, pricing, customer economics, and product profitability.
• Build customer-, product-, and segment-level analyses that support commercial strategy and decision-making.
• Partner with Sales and other functional leaders to improve revenue forecasting and evaluate volume, pricing, mix, and margin trends.
• Translate financial and operating results into clear recommendations, risks, opportunities, and actions.
• Develop scenario and sensitivity analyses for pricing decisions, customer opportunities, strategic initiatives, capital investments, and other significant business decisions.
• Build and maintain an integrated rolling forecast across the income statement, balance sheet, and cash flow statement.
• Lead the development of the company’s forecasting and modeling capabilities largely from the ground up.
• Maintain particular focus on liquidity, capital expenditures, inventory, and other key working-capital drivers.
• Lead the annual budgeting process and periodic reforecasts, including financial assumptions, operating plans, and consolidated projections.
• Develop forward-looking scenarios that quantify potential business risks and opportunities.
• Partner with Accounting to align historical financial reporting with forecasts and ensure that significant financial and operating variances are understood.
• Develop a methodology for allocating production variances to SKU-level profitability, creating greater visibility into true product economics.
• Partner closely with the operational controller, relying on that individual’s operational expertise while owning the financial methodology and analysis.
• Identify gaps in the operational information currently being captured and help improve the data needed for accurate profitability analysis.
• Lead gross-margin and contribution-margin analysis by customer, product, channel, and business segment.
• Identify the operational and commercial drivers behind financial results rather than simply reporting variances.
• Build and support weekly KPI reporting, monthly financial reporting, and quarterly board presentations for the company’s private equity ownership.
• Develop concise, executive-level reporting that clearly communicates performance trends, underlying drivers, risks, and opportunities.
• Help shape the company’s Power BI implementation as the paused build-out resumes, bringing a strong commercial-finance perspective to what is measured and reported.
• Establish scalable FP&A processes, reporting standards, models, dashboards, and analytical tools.
• Improve the accuracy, accessibility, and efficiency of financial and operational information.
• Provide ad hoc financial analysis and decision support to the CFO and senior leadership team.

Skills

Excel

Power BI

Financial modeling

Forecasting

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration

Tools

ERP systems

BI tooling

Job description

3P Partners seeks a Director of Financial Planning & Analysis to build the FP&A function from the ground up, reporting to the CFO and collaborating with private equity stakeholders. You will own forecasting, modeling, profitability analysis, and management reporting to enable strategic decisions.

You’ll partner with Commercial, Operations, and Accounting to drive revenue forecasting, pricing optimization, and product profitability, while shaping tools and processes for scalable executive-ready