About the RoleWe are seeking a Senior Director of Financial Planning & Analysis to serve as a strategic financial partner to our executive leadership team. This is a high-impact role for a finance leader who combines deep investment banking expertise with hands-on operating experience. The ideal candidate has navigated the full spectrum of capital markets and brings robust analytical rigor and business judgment.
You are a strategic, analytical finance leader with experience in the CPG industry. You have a proven track record of building and coaching high-performing teams and ability to lead AI transformation of the finance function. You will own the numbers end-to-end, communicate with clarity, and thrive in ambiguity.
You will lead and develop the FP&A team to shape the financial architecture of a scaling organization.
Key ResponsibilitiesFinancial Planning & Analysis- Own annual budgeting, long-range planning, and rolling forecasts across all business units
- Lead monthly forecast, variance analysis, and operational reviews with leadership
- Build and maintain a bottoms-up 3-statement operating model with driver-based assumptions
- Build and deliver executive and board-level reporting packages
- Establish and track KPIs, unit economics and operating metrics, partnering with business leads to inform operational and financial performance
Capital Markets & Treasury- Lead Series D fundraising - investor materials, due diligence, and process management
- Manage working capital financing including revolving credit, inventory financing, and vendor payment programs
- Execute debt capital markets transactions; maintain covenant compliance and lender relationships
- Oversee treasury operations: daily cash flow forecasting, liquidity planning, and bank relationships
AI Transformation & Data-Driven Decision Making- Own the AI transformation roadmap for FP&A, accounting, and treasury - deploying AI agents for forecasting, reporting, anomaly detection, and close automation
- Build AI-powered forecasting models and agentic workflows that auto-generate variance commentary, narratives, and dashboards
- Lead the migration of the current Excel-based FP&A operating model to Prophix, leveraging deep platform expertise to configure workflows, automate data feeds, and rebuild financial models natively within Prophix
- Design a company-wide KPI framework with AI-enabled monitoring, automated alerting, and a single source of truth data architecture
- Bring rigor, transparency, and sound judgment to financial decision-making in a dynamic startup environment
Strategic Finance & Business Partnership- Partner with CEO, CFO, and the Board on strategic planning, capital allocation, and corporate development
- Lead financial due diligence for investors, lenders, and strategic partnerships
- Hire, develop, and coach a high-performing FP&A team with a culture of analytical excellence and AI literacy
Qualifications- Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA or CFA designation strongly preferred
- 10+ years of finance experience; minimum 3 years at a bulge bracket investment bank with capital markets execution credentials
- Minimum 3 years of FP&A or strategic finance experience at a Series B+ retail or CPG company
- Demonstrated experience leading Series C+ equity raises and managing debt facilities, working capital financing, and treasury operations
- Demonstrated success upleveling financial operations and hands-on AI transformation experience
- Experience with FP&A software (ex: Prophix, Campfire, DataRails, Cube etc)
- Mastery of 3-statement modeling, scenario analysis, and driver-based financial frameworks
- Strong executive presence; proven ability to present to C-suite and board audiences
- Builder mentality - rolls up sleeves, develops people, operates with urgency and a team-first ethos
- Uncompromising work ethic and a team first mentality
- Operates with a sense of urgency, and has a relentless approach to understanding concepts, taking ownership and driving results
Our total compensation for this position can range from
$250-275k base salary + bonus + equity . The actual amounts may vary based on factors such as experience, knowledge, skills, and abilities related to the position.
Benefits we offer: - Medical, Vision, and Dental with some plans covered at 100%
- Competitive compensation and equity structure
- 401K
- Unlimited PTO
