Senior Financial Planning Analyst

Overview

The organization is seeking a Senior Analyst, FP&A to support financial performance reporting and analytics across existing and future business. This role involves developing a strong understanding of operational drivers of cash flow and providing analysis and projections that support strategic decision-making. The Senior Analyst, FP&A will partner with divisional finance leadership and provide hands-on support to the Director of FP&A across reporting, data analytics, trend and variance analysis, management dashboard implementation, and strategic analysis related to operations.

The position also spearheads implementation and execution of the AI roadmap for the finance and accounting function.

Location requirement: MUST reside in the Midwest.

Responsibilities

• Prepare and ensure accuracy of monthly, quarterly, and annual working capital and cash flow reporting for internal and external partners.
• Develop and lead investor relations routines.
• Use accounting systems and the business model to ensure accurate and proper presentation of consolidated results (Business Unit level and consolidated).
• Develop modeling tools to support decision-making, with focus on working capital and cash flow.
• Own and implement the AI roadmap to drive efficiencies.
• Collaborate with operations, sales, and finance teams across business divisions to understand business structure, business model, pricing, and product cost/spend components for reporting and analytics.
• Support the re-forecasting process and assist in building decks for presentation; re-forecasts occur on a quarterly basis.
• Create monthly business unit reporting packages and participate in monthly business reviews.
• Provide analytical support at monthly reviews focused on business units (California, Expansion Markets, Hemp, and Distribution).
• Build collaborative relationships and act as a financial business partner to support divisional and corporate leadership with management and business unit reporting for operations.
• Perform ad-hoc financial and quantitative analysis, including reporting, financial modeling, and business operations requests.
• Provide performance reporting and variance analysis against budgets and forecasts.
• Support the Director of FP&A with data collection and extraction to enable strategic decisions.
• Analyze efficient solutions by evaluating advantages and disadvantages of alternative approaches.
• Assist in preparation of quarterly board materials.
• Use financial data to make recommendations and decisions.

Requirements

• Bachelor’s Degree in Finance, Accounting, Business, Economics, or a related quantitative field (required).
• 2+ years of FP&A, Accounting, Investment Banking, or Private Equity experience, including cash flow and working capital planning and analysis within a corporate FP&A department of a large company.
• Preferably Consumer Packaged Goods (CPG) background.
• Manufacturing finance experience strongly preferred.
• Strong financial competence, including experience with management reporting, variance analysis, and forecasting/budgeting support.
• Strong understanding of financial documents with emphasis on cash and working capital for review and modeling purposes.
• Excellent written and verbal communication and presentation skills.
• Ability to balance multiple, diverse priorities and deliver high-quality results.
• Functional knowledge of financial reporting systems and methodologies.
• Advanced MS Office skills (Excel, PowerPoint, Word, Outlook).
• Experience with Sage Intacct or other accounting/ERP/FP&A planning systems.
• Ability to explain sophisticated data topics to non-experts (e.g., sales, production, supply chain, manufacturing, and other non-finance divisions).
• A questioning mindset and willingness to learn in a fast-paced environment.

Compensation & Benefits

Not specified in the provided job description.

Location

Midwest (must reside in the Midwest).