Director of Financial Planning and Analysis

• Build the FP&A function from the ground up with direct access to the CFO.
• Shape pricing and profitability decisions across customers, products, and segments.
• Remote from California with 25% travel

Reports to: Chief Financial Officer

We are seeking a Director of Financial Planning & Analysis to serve as the primary FP&A partner to a growing, private equity-backed business. Reporting directly to the CFO, this individual will build and lead the company’s forecasting, financial modeling, profitability analysis, and management reporting capabilities.

This is a highly visible, hands-on role for someone who enjoys building. The company’s FP&A tools and processes are still developing, giving the Director an opportunity to establish the models, methodologies, and reporting infrastructure that will guide future decision-making.

The role will work closely with commercial leadership on revenue forecasting, pricing, and product profitability while partnering across Operations, Supply Chain, and Accounting. It will also have direct exposure to private equity reporting and quarterly board materials.

• 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…