Director of Financial Planning and Analysis - EXCITING OPPORTUNITY: Notable CPG!

Director, FP&A position - OPEN NOW!

Notable company within CPG...very exciting role with some potential flexibility offered regarding the onsite schedule (San Francisco Bay area).

Summary

The FP&A team is seeking a highly motivated finance professional to lead a broad range of financial planning and analytical activities within a manufacturing environment. This role is ideal for a strong generalist with a can-do, roll-up-your-sleeves attitude who can build models, improve reporting, and partner across the business to drive better decisions.

As an individual contributor, this position will provide high-impact support to senior leadership while strengthening planning, forecasting, and performance measurement across the organization.

Responsibilities

• Serve as a key contributor to the annual budget process, including template development, planning assumptions, and consolidation of department submissions.
• Lead meetings with department heads to review plan drivers, challenge assumptions, and align on business priorities.
• Roll up budget and forecast reporting while maintaining data integrity and consistency across planning cycles.
• Run quarterly forecasting exercises and provide insights to senior management on key trends, risks, and opportunities.
• Prepare monthly reporting packages, including report decks, budget-to-actual analysis, and supporting commentary.
• Ensure EPM data integrity, support monthly adjustments and allocations, and help assess system functionality and future needs.
• Develop new reports and performance metrics based on business needs and stakeholder feedback.
• Perform variance analysis versus budget and prior year, including price-volume-mix and margin analysis.
• Support department and business performance reviews with clear financial insights and recommendations.
• Assist with monthly business review materials, quarterly board presentations, and ad hoc analysis for senior leadership.
• Build and maintain financial models and data structures that support planning, forecasting, and performance measurement.
• Develop a deep understanding of the supply chain, cost structure, and margin drivers to support profitability management.
• Support new product costing processes and conduct margin and profitability analysis across the portfolio.
• Analyze pricing, brand spend, and other commercial requests to assess financial impact and business trade-offs.

Requirements

• Bachelor’s degree in finance, accounting, business administration, or a STEM field with relevant experience preferred.
• 7+ years of experience in an analytical finance capacity.
• MBA, MFE, or MS a plus.
• Strong ability to think critically, connect financial results to operational drivers, and communicate insights clearly.
• Proven ability to read and interpret financial statements and apply a solid understanding of GAAP.
• Strong financial modeling skills and a data-driven approach to problem solving.
• Very strong technical skills, including full fluency in Microsoft Excel and/or G Suite.
• Excellent communication skills with the ability to work effectively across functions and management levels.
• Experience in investment banking or management consulting is a plus.
• Experience with planning and dashboarding tools such as Essbase, Anaplan, Adaptive, Planful, OneStream, Power BI, Tableau, or QlikView is a plus.
• Manufacturing experience is preferred; exposure to consumer goods, food and beverage, or CPG environments is a plus.
• Experience with syndicated data sources such as VIP, iDIG, Nielsen, or IRI is also helpful.