Director / Senior Director, FP&A & Strategic Finance

Tampa, Florida

The Opportunity

Cirkul is seeking a Director / Senior Director of FP&A & Strategic Finance to help build the planning engine of the business.

This is not a traditional FP&A role focused solely on reporting, budgeting, and variance analysis. This is a highly visible, cross-functional leadership role responsible for bringing structure, forecasting rigor, and operational alignment to a rapidly growing omnichannel consumer products company.

Reporting directly to the Vice President of Finance, this individual will sit at the intersection of Finance, Sales, Supply Chain, Operations, Manufacturing, and Executive Leadership. The successful candidate will help establish a single source of truth for forecasting, create a scalable Sales & Operations Planning (S&OP) process, and provide the insights necessary to support smart, profitable growth.

This role is ideal for someone who enjoys getting into the details of how a business actually operates-understanding customers, inventory, production constraints, trade spend, demand drivers, and channel performance-and translating those inputs into actionable business decisions.

Why This Role Exists

The business has reached a stage where growth and complexity require more sophisticated planning and forecasting capabilities.

Today, demand signals exist across multiple channels, teams, and systems. Retail, DTC, Amazon, and emerging channels all have unique planning dynamics that impact inventory, production, profitability, and customer experience.

The company is seeking a finance leader who can connect those dots and build the processes, models, and operating rhythms necessary to improve visibility, accountability, and decision-making across the organization.

Success in this role will help create:

• More accurate forecasting
• Better inventory planning
• Improved margin visibility
• Stronger operational alignment
• More disciplined decision-making
• A scalable planning infrastructure capable of supporting future growth

What You'll Own

Sales & Operations Planning (S&OP)

• Build, implement, and own the company's Sales & Operations Planning process
• Facilitate alignment across Sales, Supply Chain, Manufacturing, Operations, and Finance
• Establish a consistent forecasting cadence and planning rhythm
• Create a single source of truth for demand forecasting
• Improve forecast accuracy and accountability across the organization
• Develop processes that scale as the business continues to grow

Financial Planning & Forecasting

• Lead weekly, monthly, quarterly, and annual forecasting processes
• Develop revenue, demand, inventory, margin, and cash flow forecasts
• Build customer-, channel-, and SKU-level forecasting models
• Support Annual Operating Plan (AOP) development
• Lead long-range planning and scenario analysis efforts
• Identify risks and opportunities in real time

Strategic Finance

• Develop complex financial models supporting business decisions
• Support capital planning and financing initiatives
• Assist with lender and investor reporting materials
• Conduct debt and cash flow analysis
• Develop business cases for strategic investments and initiatives
• Partner with leadership on resource allocation decisions

Commercial Finance

• Analyze customer, channel, and SKU profitability
• Support pricing and promotional strategy decisions
• Evaluate trade spend effectiveness and ROI
• Improve visibility into gross-to-net economics
• Build frameworks that help guide pricing and commercial decision-making
• Support expansion into new channels and customer segments

Business Performance Management

• Establish KPI frameworks across the business
• Lead Monthly Business Reviews (MBRs)
• Build dashboards and executive reporting packages
• Translate complex data into actionable insights
• Drive accountability through performance measurement and reporting

Cross-Functional Leadership

• Partner closely with Sales, Supply Chain, Manufacturing, Operations, and Marketing leaders
• Build strong relationships across functions to improve planning collaboration
• Act as a trusted advisor and thought partner to leadership
• Help create a more disciplined, data-driven operating culture

Candidate Profile

Required Experience

• 8-15+ years of experience in FP&A, Strategic Finance, Commercial Finance, or related functions
• Significant experience within Consumer Packaged Goods (CPG)
• Experience supporting retail, Amazon, and/or Direct-to-Consumer businesses
• Strong understanding of inventory, demand planning, manufacturing, and supply chain dynamics
• Experience building forecasting models and planning processes in a high-growth environment
• Proven success implementing or leading S&OP processes
• Advanced financial modeling and analytical capabilities
• Experience partnering directly with commercial and operational leaders

Preferred Experience

• Beverage industry experience
• Omnichannel consumer brand experience
• Experience in founder-led or private equity-backed companies
• Exposure to trade spend, chargebacks, slotting fees, and gross-to-net management
• MBA preferred but not required

Who Will Thrive Here

The ideal candidate is a builder.

This person is naturally curious, highly collaborative, and enjoys understanding how a business actually works. They are comfortable operating in ambiguity, asking questions, challenging assumptions, and building systems from the ground up.

They are not waiting for perfect information.

They enjoy sitting with Sales to understand customer demand, partnering with Supply Chain to understand inventory constraints, and working with Finance to translate those realities into a forecast leadership can trust.

Most importantly, they are excited about helping a growing company create the operational discipline necessary to support its next stage of growth.

What Success Looks Like (12 Months)

• A scalable S&OP process is fully implemented and operating effectively
• Forecast accuracy has improved materially
• Leadership is aligned around a single forecast and planning process
• Customer, channel, and SKU profitability are clearly understood
• Finance is deeply embedded in commercial and operational decision-making
• Inventory and demand planning have become more predictable
• KPI reporting and business reviews are driving accountability across the organization
• The business has a stronger foundation for continued growth and expansion

Compensation

Director

• Base Salary: $150,000 - $185,000
• Annual Bonus: 20%
• Relocation Assistance Available

Senior Director

• Base Salary: $180,000 - $220,000
• Annual Bonus: 20%
• Relocation Assistance Available

Compensation will be commensurate with experience, scope, and demonstrated success in similar environments.

Location

Tampa, Florida (on-site)

This role is expected to be highly embedded within the business and will work closely with leaders across Finance, Sales, Supply Chain, Manufacturing, and Operations. Relocation assistance is available for qualified candidates.