Philz Coffee

Director, Finance

Philz Coffee$195K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of leadership experience in finance, particularly in FP&A and business partnering
  • Bachelor's degree in economics, finance or related field; advanced degree preferred
  • Experience in multi-unit retail or restaurant environments is advantageous
  • Strong skills in financial modeling, forecasting, and performance analysis
  • Proficiency in BI tools (Tableau, Power BI, Alteryx) and advanced Excel; familiarity with AI tools is a plus
  • Excellent communication skills with a collaborative, low-ego approach
  • Ability to correlate numerical data with real-world outcomes

Responsibilities

  • Lead financial planning, budgeting, forecasting, and performance insights across the organization
  • Act as a strategic partner while also being hands-on in financial processes
  • Collaborate with cross-departmental teams like operations, marketing, and supply chain for data-informed decisions
  • Oversee the annual budget and rolling forecasts, focusing on key performance drivers
  • Deliver actionable reporting on performance, identifying trends and opportunities for the business
  • Enhance business intelligence capabilities by creating dashboards and tools for team access
  • Support growth strategies through financial modeling for new store openings and marketing effectiveness

Benefits

  • Medical, dental, and vision insurance
  • Company-paid basic life insurance
  • Optional family life insurance
  • 401(k) with company match
  • Flexible spending accounts and commuter benefits
  • Mental health support services
  • Vacation and sick time
  • Team member discounts and free drinks
  • Opportunities for growth and advancement
Full Job Description
This is a highly visible role at the center of the business, leading financial planning, forecasting, and business intelligence while partnering closely with teams across operations, marketing, and supply chain. You'll translate data into clear, actionable insight-connecting the numbers to what's happening in our stores and helping leaders make better, more informed decisions every day.

This role is currently remote and must be based within the Greater Los Angeles area. Our teams will return to a hybrid office environment in early 2027.

WHAT YOU'LL DO

Financial Planning & Performance Management
  • Lead our financial planning and analysis function - owning budgeting, forecasting, business intelligence, and performance insights across the business
  • Act as both a strategic partner and hands-on builder
  • Work closely with teams across departments such as operations, marketing, supply chain and others to drive thoughtful, data-informed decisions
  • Lead planning through ownership of the annual budget and rolling forecasts, grounded in key drivers like traffic, labor, and product costs
  • Drive Insight by delivering clear, actionable reporting on weekly and monthly performance, highlighting trends and opportunities

Business Intelligence & Growth Strategy
  • Build intelligence by elevating our BI capabilities - creating dashboards and tools that empower teams at every level
  • Support growth by modeling new store openings, market strategies, produce/channel strategies, and marketing effectiveness

Cross-Functional Leadership & Team Development
  • Collaborate with operations leaders to improve store-level economics and customer experience
  • Build and mentor a high-performing, curious, agile and business-minded finance team


WHAT YOU'LL NEED
  • 8+ years of leadership experience in finance, with strong FP&A and business partnering experience
  • Bachelors degree in economics, finance or similar field, advanced degree preferred
  • Background in multi-unit, retail, or restaurant environments preferred
  • Expertise in financial modeling, forecasting, and performance analysis
  • Experience with BI tools (Tableau, Power BI, Alteryx) and advanced Excel skills, use of AI tools a plus
  • Collaborative, low-ego approach with strong communication skills
  • Ability to connect numbers to real-world impact

**Compensation & Benefits

A reasonable estimate of the starting annual base salary for this role is $195,000 to $200,000 plus bonus. Please note that the base salary will vary based on qualifications, previous experience, and work location.

When you join our team, we better your days through our benefits and support programs - we offer our team members medical, dental, and vision insurance, company-paid basic life insurance, optional family life insurance, 401(k) with company match, flexible spending accounts, commuter benefits, mental health support, holiday pay, Vacation & Sick Time, Team Member discounts, freebie drinks and discounted beans, fun Philz swag, opportunities for growth and advancement, and more!

About Philz Coffee

Philz Coffee is a coffeehouse chain based in San Francisco, California. The company was founded in 2003 by Phil Jaber. Philz Coffee offers a variety of coffee blends, including light, medium, and dark roasts. The company has over 50 locations in California, Washington D.C., and Chicago. Philz Coffee is known for its unique coffee blends, which are made using a pour-over method. The company has a loyal following and has been featured in various media outlets, including The New York Times and Forbes.
Learn more about Philz Coffee
Size
1,000 employees
Industry
Founded
2003

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