Senior Manager, Financial Planning & Analysis

Ghost

$150K — $175K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
  • 5+ years of finance experience, with at least 3 years in investment banking.
  • 2+ years in FP&A with a Series B or mid-stage retail/CPG company preferred.
  • Experience with equity raises, debt facilities, and treasury operations was preferred.
  • Strong analytical skills with attention to detail and ability to prioritize effectively.
  • Demonstrates a strong work ethic and collaborative mindset.
  • Operates with urgency, ownership, and results-driven focus.

Responsibilities

  • Manage annual budgeting, long-range planning, and rolling forecasts for all business units.
  • Conduct monthly forecasts, variance analysis, and operational reviews alongside leadership.
  • Develop and maintain a detailed 3-statement operating model with driver-based assumptions.
  • Create and present executive and board-level financial reports.
  • Establish and monitor KPIs, unit economics, and operating metrics working closely with business leaders.
  • Support Series D fundraising efforts, including investor materials and due diligence management.
  • Oversee treasury operations, including daily cash flow forecasting and bank relationships.

Benefits

  • Medical, Vision, and Dental plans, some covered at 100%.
  • Competitive compensation and equity structure.
  • 401K retirement plan.
  • Unlimited Paid Time Off (PTO).
Full Job Description

About the Role

We are seeking a Senior Manager of Financial Planning & Analysis to serve as a strategic financial partner to our Finance team. This is a high-impact role for someone with deep investment banking expertise and 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 strategic, analytical finance and have experience in the CPG industry. You will own the operating model, rolling forecasts, daily cashflow forecasting, financial reporting & variance analysis and support capital market needs.

Key Responsibilities

Financial Planning & Analysis
  • Work on annual budgeting, long-range planning, and rolling forecasts across all business units
  • Support 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
  • Support Series D fundraising - investor materials, due diligence, and process management
  • Support working capital financing including revolving credit, inventory financing, and vendor payment programs
  • Support debt capital markets transactions; maintain covenant compliance and lender relationships
  • Support treasury operations: daily cash flow forecasting, liquidity planning, and bank relationships

AI Transformation & Data-Driven Decision Making
  • Work closely with the Finance team on 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
  • Support the design of 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
  • Support financial due diligence for investors, lenders, and strategic partnerships

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA or CFA designation strongly preferred
  • 5+ years of finance experience; minimum 3 years at a bulge bracket investment bank with capital markets execution credentials or equivalent experience
  • 2+ years of FP&A experience at a Series B or mid stage retail or CPG company strongly preferred
  • Experience supporting Series C+ equity raises and managing debt facilities, working capital financing, and treasury operations strongly preferred
  • Previous experience with 3-statement modeling, scenario analysis, and driver-based financial frameworks
  • Highly analytical with strong attention to detail, yet able to prioritize and move fast
  • 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

This role will be based in our LA office. Our total compensation for this position can range from $150-175k 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

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