Director, Financial Planning & Analysis

Overview

This role leads financial planning, forecasting, and analysis that drive company performance and decision-making. The position owns the company planning cycle and serves as a senior financial partner to leaders across sales, operations, supply chain, sourcing, and marketing.

Key focus areas include leading the Annual Operating Plan, rolling forecast, and long-range planning, along with providing the financial view used by the executive team, board, and lenders. The role operates as a hands-on player-coach in a lean environment—building models and analysis directly while coaching the Sr. Manager, FP&A.

Responsibilities

Planning, Forecasting, and Reporting

• Own the company-wide Annual Operating Plan, rolling forecast, and multi-year long-range plan across revenue, gross margin, operating expenses, headcount, and EBITDA.
• Lead the monthly and quarterly planning cadence, including forecast calls, variance analysis, and monthly business reviews.
• Prepare performance packages connecting business drivers (volume, price, mix, channel, freight, and tariffs) to financial outcomes.
• Maintain forecasting assumptions, documentation, and controls to ensure planning is consistent, auditable, and scalable.

Commercial and Operational Partnership

• Serve as the senior finance partner to commercial, operations, supply chain, sourcing, and marketing leaders; build trusted relationships that support constructive challenge and sound risk management.
• Partner with Accounting to align forecasts with GAAP results, landed cost, freight, and tariff accounting.
• Improve visibility into pricing, gross-to-net revenue, customer and channel profitability, product and SKU economics, trade spending, advertising ROI, and returns on growth investments.
• Help improve inventory productivity, aged and excess inventory, freight and fulfillment economics, procurement decisions, cost-to-serve visibility, and working capital.

Strategic Analysis and Leadership

• Lead, coach, and develop the Manager, FP&A, ensuring clear ownership of recurring deliverables and ad hoc analysis.
• Build financial models for pricing, promotions, assortment, inventory, sourcing, and capital investment decisions.
• Evaluate profitability across retail, e-commerce, marketplace, B2B, and direct-to-consumer channels; highlight margin drivers and cost-to-serve.
• Partner with the executive team to translate strategy into multi-year financial targets and actionable initiatives.

Process Systems and Reporting

• Champion automation, standardization, and continuous improvement across planning, reporting, and analysis, including practical use of AI to extend team capacity.
• Improve use of NetSuite, Tableau, Power BI, Snowflake, ADP, and related tools to strengthen data quality, speed, and analytical depth.
• Maintain consistent KPI definitions and reporting frameworks across channels and functions.
• Own core planning, forecast, long-range plan, and cash models, including executive and board materials.
• Set priorities across competing requests; determine when to automate, simplify, or decline work that does not create sufficient value.

Requirements

• Bachelor’s degree in accounting, finance, business, or a related discipline. An MBA or other graduate degree is preferred but not required.
• At least 7 years of progressive finance leadership experience.
• Ability to translate complex analysis into clear recommendations and executive-level communication.
• Track record of leading through influence in a highly cross-functional environment.
• Strong judgment, attention to detail, problem-solving ability, and stakeholder-management skills.
• Enterprise mindset, intellectual curiosity, and commercial orientation, with ability to weigh trade-offs across growth and profitability.
• Hands-on leadership style and comfort working with a lean team while building scalable capabilities.
• Direct, transparent approach; ability to challenge constructively while maintaining trust.
• Commitment to developing people, strengthening accountability, and building a finance function that enables the business.

Preferred Qualifications

• Consumer products, furniture, e-commerce, wholesale, manufacturing, distribution, retail supply chain, or another inventory-intensive business.
• Multi-channel business models involving marketplaces, mass retail, B2B distribution, dealers, resellers, and B2B direct.
• Global supply chains and logistics.
• Institutional or private equity ownership environments.
• NetSuite or a comparable ERP, planning tools, business intelligence, automation, and practical use of AI within finance and accounting.

Compensation & Benefits

• Compensation and benefits are not specified in the provided job description.

Location

• Location is not specified in the provided job description.

Equal Opportunity

Employment decisions are based on business needs, job requirements, and individual qualifications without regard to any status protected by applicable law.