Strategic FP&A Manager: Analytics & Reporting

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Full Time Professional Telecom Parkway, Richardson, TX, US

22 days ago Requisition

Position Summary

Advo Care is seeking a hands-on, commercially minded Financial Planning & Analysis Manager to serve as a strategic business partner to the Chief Financial Officer, executive leadership team, and cross-functional business leaders.

This role will lead financial planning, budgeting, forecasting, executive reporting, and business analytics while partnering closely with Accounting to ensure timely and accurate financial results. The FP&A Manager will translate financial and operational data into actionable insights that support growth, profitability, cash flow, and informed decision-making.

The ideal candidate brings 5–8 years of progressive FP&A experience, including significant experience supporting a Direct-to-Consumer (DTC) business. Experience with in nutraceuticals, dietary supplements, consumer packaged goods (CPG), eCommerce, or an entrepreneurial/startup environment is strongly preferred.

This position is well suited for someone who is comfortable working in a fast-moving organization, building and improving processes, navigating ambiguity, and balancing strategic analysis with hands-on execution. Expert-level Microsoft Excel skills are essential.

Key Responsibilities

Financial Planning and Forecasting

• Partner with the CFO, Controller, and business leaders to lead the annual budgeting and long-range planning processes.
• Lead the development and ongoing management of rolling monthly forecasts.
• Develop and maintain integrated Profit & Loss, Balance Sheet, and Cash Flow models.
• Build scalable, driver-based financial models that reflect key DTC and consumer business drivers.
• Forecast revenue by product, customer segment, sales channel, promotion, and other relevant business drivers.
• Partner with department leaders to develop budgets, forecasts, headcount plans, and operating assumptions.
• Evaluate forecast performance and improve the accuracy of financial and operational projections.
• Identify financial risks and opportunities and recommend actions to improve revenue, profitability, and cash flow.
• Develop scenario and sensitivity models to support strategic decisions in a rapidly changing business environment.

DTC and Commercial Analytics

• Analyze DTC revenue drivers, including traffic, conversion, average order value, customer acquisition, retention, repeat purchase behavior, and promotional performance.
• Evaluate customer acquisition cost (CAC), customer lifetime value (LTV), return on ad spend (ROAS), contribution margin, and channel profitability.
• Partner with Marketing and Sales to assess marketing investments, customer economics, promotional strategies, product performance, and growth opportunities.
• Analyze profitability by product, SKU, customer segment, promotion, and sales channel.
• Evaluate pricing, discounting, product mix, gross margin, and promotional effectiveness.
• Monitor customer and order trends to identify changes in demand, purchasing behavior, and financial performance.
• Develop financial models and business cases for new products, marketing initiatives, technology investments, and strategic growth opportunities.
• Prepare weekly, monthly, quarterly, and annual financial and operational reporting packages.
• Develop clear executive dashboards and KPI reporting that connect financial results to operational performance.
• Prepare Board of Directors presentations and supporting financial analyses.
• Perform detailed variance analysis against Budget, Forecast, Prior Year, and Strategic Plan.
• Provide meaningful commentary on business performance, key drivers, emerging trends, risks, and opportunities.
• Present financial results and actionable recommendations to executive leadership and cross-functional partners.
• Translate complex financial information into concise, business-focused insights for nonfinancial stakeholders.

Business Partnership

• Serve as a trusted financial partner to Marketing, Sales, Operations, Supply Chain, IT, Human…