Financial Analyst - FP&A

WHO WE ARE

We are the VMS Co-Op, a group of fast growing companies in the Vitamins, Minerals and Supplements (VMS) space. The VMS Co-Op includes OLLY, Smarty Pants and future acquisitions to come! This position's home company is OLLY.

Financial Analyst, Financial Planning & Analysis (FP&A) – VMS (Overheads, P&L & Cash). This is a high impact finance role that consolidates and governs an $800M+ retail sales P&L across Olly & Smarty Pants. You will serve as the trusted right hand to the VMS Senior FP&A Manager, owning key parts of the monthly landing, forecast cadence, and close orchestration; harmonizing reporting across both OpCos;

and leading the overheads performance agenda while supporting full P&L and cash analytics. You “own the story” for the lines you cover and help the team move from data → insight → decision quickly.

This Financial Analyst supports end to end FP&A across the P&L (Revenue → GM → UOP → Cash) for both operating companies, with a dedicated focus on Overheads. You’ll partner with budget owners, translate analysis into clear narratives, and drive actions that land targets.

• Monthly Landing & Forecast Cadence:
  Run preclose risk/opportunity (R&O) and bridge analyses across key lines (Revenue, GM, BMI, Overheads, UOP) and Cash.
• Deliver accurate rolling forecasts with drivers, sensitivities, and clear actions to close gaps.
• Craft concise executive narratives: what moved, why it moved, and what we’ll do next.

• Co-lead elements of month end close with Accounting (cutoff, accruals, late post governance—especially for Overheads).
• Produce timely, accurate close packs for both OpCos and reconcile to the consolidated VMS view.
• Maintain auditable workings; ensure compliance with policy, Table of Authority, and controls.

• Standardize the KPI dictionary, deck templates, and forum cadence so OLLY and Smarty Pants share the same look/feel/process for weekly performance, MBRs/QBRs, AOP, and 3YP.
• Maintain a single source of truth for models, queries, mapping, and master data logic; drive automation (Power BI/Tableau).

• Own overheads planning, forecasting, bridges (rate/volume/one-offs), and spend governance with budget owners and HR.
• Build visibility (dashboards + executive summaries), track actions, and land in-year targets.

• Build driver based models and variance analysis across Revenue, GM, BMI, Overheads, and UOP; translate insights into decisions.
• Partner cross functionally (Sales, Marketing/Innovation, Supply Chain, HR) to quantify tradeoffs and prioritize interventions.

• Support cash forecasting and WC analytics (DSO/DIO/DPO, CCC/CTN); connect movements to operating drivers.
• Maintain action logs that improve cash conversion; reconcile cash outcomes to P&L and balance sheet drivers.

• Forecast accuracy within ±1–2% on priority P&L lines; cash forecast variance trending down quarter over quarter.
• Overheads on track with transparent bridges, mitigations, and a living actions log that lands in year targets.
• Harmonized reporting live across both OpCos; crisp monthly exec pack delivered on time, every time.
• Cycle time reduction from data → insight → decision via automation and clean master data.
• Executive storytelling: that drives decisions (not just information sharing).

• Experience:
  
  1-3 years in FP&AR/Commercial Finance (CPG/retail preferred); multi-entity exposure a plus.
• Technical:
  Advanced Excel;
  Power BI/Tableau (Anaplan/D365 a plus). Strong modeling and driver based forecasting.
• Communication:
  Excellent verbal/written skills; storytelling that simplifies complexity for senior stakeholders.
• Ways of Working:
  Bias for action, detail oriented, resilient, collaborative; thrives in fast paced, ambiguous environments.
• Control Mindset:
  Comfortable with accruals, cutoff, policy/TOA compliance, and audit ready documentation.

• Initial video screen with a member of our Talent team
• Round 1:
  Conversation with the…