We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team.
This is a highly visible, strategic role reporting to the CFO and leading the company’s FP& A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact.
Please call Robyn Rosemon directly for more information: 707.387.0299
Responsibilities:
- Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.
- Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.
- Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.
- Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.
- Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.
- Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.
- Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.
- Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.
- Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.
- 7+ years of progressive experience in FP& A or corporate finance.
- Demonstrated success managing budgeting, forecasting, and financial reporting in a complex business environment.
- Advanced modeling skills, including integrated financial statements, scenario analysis, and decision-support modeling.
- Strong proficiency in Excel and experience working with reporting, planning, or business intelligence platforms such as Power BI.
- Ability to communicate financial concepts clearly and influence senior stakeholders across multiple functions.
- Experience partnering with commercial and operational teams on topics such as sales performance, inventory planning, and cost management.
- Background in a private equity-backed company or in wine, spirits, luxury consumer products, or a comparable industry is preferred.
- An MBA, CPA, CFA, or similar advanced credential is a plus.
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