Senior FP&A Strategist: Planning, Analytics & Insights

Patco Brands; Sausalito (CA); On-site; Full time

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.