POSITION DESCRIPTION: DrinkPAK is seeking a Financial Planning & Analysis (FP&A) Analyst to support the company's financial planning, reporting, and analysis functions. This role will be instrumental in driving data-driven decision-making, monitoring key performance indicators (KPIs), and supporting senior leadership with financial insights. The ideal candidate is detail-oriented, highly analytical, and thrives in a fast-paced, high-growth environment.
You will report directly to the Manager of FP&A and collaborate cross-functionally with Finance, Accounting, and Operations teams.
TYPE: Full Time; Salaried / Exempt
LOCATION: The position is based at DrinkPAK's headquarters in Santa Clarita, California.
BENEFITS: The well-being of our team members and their families is critically important to us. As part of this commitment, we offer:
- PPO medical, dental, and vision insurance for our employees AND their dependents, 100% paid by the Company
- A cell phone stipend
- Annual discretionary bonus
- 401(k) match program, pet insurance, life insurance, and more
RESPONSIBILITIES- Assist in developing and maintaining the company's financial models, forecasts, and business plans to support strategic initiatives.
- Track and analyze KPIs to assess business performance and identify areas for improvement.
- Prepare and present financial reports, dashboards, and variance analyses for senior leadership and external stakeholders.
- Support budgeting and forecasting cycles, ensuring accuracy and alignment with company goals.
- Collaborate with Accounting to reconcile financial data and analyze variances in revenue, expenses, and capital expenditures.
- Conduct ad hoc financial analysis to evaluate investment opportunities, cost efficiencies, and operational improvements.
- Assist in the preparation of materials for board meetings, investor presentations, and lender reports.
- Partner with IT to implement and optimize financial reporting tools and systems (Tableau, Power BI, SAP, or similar platforms).
- Support capital spending review processes by modeling the financial impact of major business decisions.
Please note this job description is not designed to contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without prior notice.
QUALIFICATIONS- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2-4 years of experience in FP&A, corporate finance, investment banking, or a related field.
- Strong proficiency in Microsoft Excel and financial modeling; experience with Tableau, Power BI, SAP, or similar financial tools is a plus.
- Excellent analytical and problem-solving skills with a data-driven mindset.
- Strong communication and presentation skills, with the ability to work cross-functionally.
- Experience in a high-growth, asset-heavy industry (e.g., manufacturing, logistics, or private equity-backed companies) is preferred.
- Highly motivated, adaptable, and comfortable working in a fast-paced environment with minimal supervision.
OUR VALUESOur company's culture is guided by our shared values of Speed, Intensity, and Purpose. These values are demonstrated in the following ways based on the role within the organization.
- Speed: Take the initiative to promptly identify and address potential issues or opportunities. Maintain a sense of urgency in your work, completing tasks efficiently.
- Intensity: Remain resilient in the face of challenges and setbacks by possessing a positive attitude, persevering through obstacles, and demonstrating adaptability in your approach.
- Purpose: Take ownership of your responsibilities, and value the input and skillsets of your peers by working together as One PAK.
WORKING CONDITIONSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- The employee frequently is required to talk and hear, in person, via video conferencing (e.g., Zoom, Microsoft Teams, Google Meet, etc.), and telephonically.
- The employee frequently is required to reach with hands and arms.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus.
- The employee is occasionally required to stand and walk and is frequently required to sit.
Base Salary Compensation Range: $90,000 - $120,000
