Vice President of Financial Planning Analysis

As a key member of the finance team, the Vice President of Financial Planning & Analysis (FP&A) partners closely with executive leadership, operating management, ownership, and the Board to analyze financial results, recommend improvements, identify inefficiencies, and provide forward-looking decision support to improve operating performance and value creation.

This role owns enterprise FP&A across two operating companies and one corporate entity, including consolidations, budgeting, forecasting, board reporting, and ownership reporting. The position ensures strong financial governance, disciplined internal controls, and high-quality reporting while operating effectively with limited staff in a growing organization.

The VP of FP&A reports to the CFO and serves as a key financial interface with the Board and ownership group.

• Prepare and analyze monthly, quarterly, and annual consolidated financial statements across all company entities.
• Lead financial consolidations for two operating companies and the corporate entity.
• Ensure timely, accurate, and insightful reporting to executive leadership, the Board, and ownership.
• Perform detailed variance analysis versus budget, forecast, and prior periods, highlighting key drivers and implications.
• Transform historical reporting into forward-looking, decision-oriented insights through standardized KPI reporting and automated management dashboards for leadership and ownership.

• Lead the development of the annual operating budget, rolling forecasts, and long-range financial plans.
• Partner with operational and functional leaders to establish financial targets and performance expectations.
• Identify and quantify risks, opportunities, and sensitivities impacting financial outcomes.
• Develop and maintain integrated financial models to support growth initiatives and strategic decisions.

• Develop cash flow forecasts (rolling 13-week, longer-term)
• Analyze and optimize working capital (inventory, A/r, A/p)
• Support liquidity planning, covenant forecasting, and lender reporting
• Identify early-warning indicators related to liquidity, performance, and covenant risk.

• Prepare board-level and ownership reporting packages, including consolidated financials, KPIs, and narrative insights.
• Support board presentations and respond to ad-hoc analytical requests.
• Clearly communicate complex financial information to non-financial stakeholders.
• Act as a strategic financial partner to executive leadership.
• Collaborate cross-functionally with Operations, Sales, Marketing, R&D, Purchasing, and Supply Chain.
• Build scalable FP&A processes and infrastructure appropriate for a lean organization.
• Operate hands‑on with limited staff while mentoring talent as the organization grows.
• Establish performance management rhythms, including KPI reviews, forecast accountability, and management reporting cadence.

• Minimum 10+ years of progressive FP&A experience, preferably within CPG, manufacturing, or value-added distribution.
• Experience in a larger, well‑run consumer products or manufacturing organization (public or private), with the ability to translate institutional FP&A best practices into a smaller, entrepreneurial environment.
• Demonstrated experience with consolidations, board reporting, and ownership reporting.
• Strong financial modeling, analytical, and problem‑solving skills.
• Proven ability to operate effectively with limited staff and minimal infrastructure.
• Experience selecting, implementing, or operating FP&A, planning, or performance management systems and KPI reporting tools appropriate for a multi‑entity, mid‑market organization.
• Excellent communication skills with executive‑level and board audiences.
• High integrity, sound judgment, and pragmatic business acumen.
• Bachelor’s degree in Finance or Accounting (MBA or CPA a plus).