Senior Director Financial Planning Analysis

3P Partners; Sacramento (CA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) plan

Pension plan

Paid maternity leave

Disability insurance

Job summary

A leading financial consultancy in Sacramento is seeking a Senior Director of Financial Planning and Analysis. This strategic role involves building the finance function and advising executives on budgeting and forecasting. The ideal candidate has over 10 years of finance experience with at least 5 in a leadership capacity, particularly in the manufacturing sector. The role offers a competitive salary, and opportunities for shaping the financial landscape of the company.

Qualifications

• 10+ years of progressive finance or FP&A experience.
• 5+ years in leadership roles, preferably in CPG/Food/vertically integrated companies.
• Experience leading/implementing ERP or BI systems.

Responsibilities

• Lead enterprise-wide financial planning, budgeting, and forecasting.
• Develop KPIs and dashboards for performance tracking.
• Support pricing strategies and capital allocation decisions.

Skills

Strategic financial leadership

Cross-functional partnership

Performance management

KPI development

Capital allocation

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or related advanced degree

Tools

ERP systems

Business Intelligence tools

Job description

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This range is provided by 3P Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$250,000.00/yr - $250,000.00/yr

Position Summary:

This is a strategic finance leadership role responsible for building the FP&A function from the ground up and serving as a key business partner to the CFO and executive team. You will lead budgeting, forecasting, and performance management while supporting capital planning, pricing strategy, and systems enablement. The role requires a hands-on leader with deep manufacturing finance experience who can operate in a dynamic environment and drive change with humility, grit, and cross-functional influence.

Key Responsibilities

Strategic Financial Leadership

• Lead the enterprise-wide planning, budgeting, and forecasting processes aligned with corporate strategy.
• Serve as a strategic advisor to the CFO and executive leadership, providing forward-looking insights and scenario planning.
• Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to align financial goals with business strategy.

Performance Management & Analytics

• Develop and manage KPIs and dashboards to track financial and operational performance.
• Drive margin analysis, product/channel profitability, and customer-level economics to optimize mix and growth decisions.
• Lead monthly/quarterly business reviews with actionable insights on variances vs. budget/forecast.

Capital Allocation & Investment Support

• Evaluate capital projects, pricing strategies, and investment initiatives with ROI analysis and business case modeling
• Provide financial decision support across areas such as product portfolio planning, customer profitability, and capacity expansion
• Partner with corporate development and strategy teams on due diligence and integration modeling.
• Support the CFO with ad hoc analysis tied to resource allocation, risk mitigation, and strategic priorities

Team Development & Capability Building

• Build, lead, and mentor a high-performing FP&A team; foster a culture of financial discipline and business partnership.
• Establish best-in-class planning tools, processes, and reporting frameworks to improve agility and decision-making.

Forecasting, Modeling & Decision Support

• Lead dynamic forecasting, rolling outlooks, and long-range strategic planning models.
• Support pricing strategy, cost optimization initiatives, and operational trade-offs with scenario modeling and sensitivity analysis.
• Support early-stage ERP and reporting system upgrades and lay groundwork for future analytics enablement

Stakeholder Communication & Executive Reporting

• Prepare and present consolidated financial reports and key insights for the CFO, CEO, and Board of Directors.
• Translate complex data into clear, actionable narratives.
• Serve as a trusted business partner across departments, bringing patience, humility, and strategic insight to financial conversations

The Ideal Candidate

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field required. MBA, Master’s degree, CFA, CMA, CPA, or Data Analytics certification is desirable.
• 10+ years of progressive Finance or FP&A experience, including at least 5 years in leadership roles (e.g., Director level or above), within CPG/Food/vertically integrated manufacturing companies.
• Proven success building FP&A capabilities in dynamic, high-growth environments
• Experience leading or supporting ERP/system transformations or implementing BI tools a plus.
• Experience supporting business development initiatives and expanding customer base
• Experience leading risk management efforts, including futures, hedging, etc. is a bonus.

Cultural Fit

• Entrepreneurial mindset with the ability to operate independently and flexibly
• Comfortable leading change and working through ambiguity
• Hands-on coaching and mentoring skills with the ability to build and lead a high-performing FP&A function.
• Prior experience in a family-owned business environment is highly valued

If you're a strategic finance leader ready to build an FP&A function from the ground up and make a lasting impact in a values-driven manufacturing business, we’d love to hear from you. Apply now to join a high-integrity team where your insights will help shape the company’s future.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Strategy/Planning, and Management

• Industries

  Food and Beverage Manufacturing, Food and Beverage Retail, and Wholesale Food and Beverage

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid maternity leave

Disability insurance

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