Director of Financial Planning & Analysis

Job DescriptionJob DescriptionDescription:

Overview

We are seeking a highly analytical and business-savvy Director of FP&A to join our leadership team. This role goes beyond traditional financial planning: in addition to overseeing forecasting, budgeting, and business performance analysis, the Director will be responsible for data strategy, business intelligence, and ERP system management. The position will have direct oversight of our ERP Administrator and BI initiatives, ensuring the organization has the tools, insights, and systems necessary to drive profitable growth. The Director will report directly to the CFO and partner with executives across Sales, Operations, and Supply Chain.

Key Responsibilities

Financial Planning & Analysis

• Lead the company’s annual budget process, long-range planning, and rolling forecasts.
• Deliver monthly and quarterly performance reviews, analyzing revenue, gross margin, operating expenses, and profitability drivers.
• Develop dashboards, KPIs, and variance analyses to drive actionable insights for leadership.
• Partner with Sales, Operations, and Supply Chain to translate business drivers into financial outcomes.

Data & Business Intelligence

• Build and oversee a company-wide BI framework, ensuring data integrity and accessibility across Finance, Sales, Operations, and Compliance.
• Lead development of dashboards and reporting tools to support real-time decision making.
• Work cross-functionally to standardize reporting definitions and create a single source of truth for business data.

ERP Ownership & Administration

• Serve as executive owner of the ERP system (NetSuite or equivalent), aligning system capabilities with business strategy.
• Manage ERP roadmap, including upgrades, new module implementations, and integrations with BI and CRM tools.
• Oversee the ERP Administrator, providing direction, mentorship, and prioritization of projects.
• Ensure ERP supports inventory management, costing, compliance, and financial reporting requirements of a alcohol manufacturer.

Leadership & Strategic Support

• Act as a thought partner to the CFO and executive team on strategic initiatives, capital allocation, and M&A opportunities.
• Provide financial and operational modeling to support new product launches, channel expansion, and pricing strategy.
• Mentor and develop team members, fostering a culture of accountability, innovation, and continuous improvement.

Requirements: