Manager, Financial Planning & Analysis

Patco Brands is one of the fastest-growing beverage manufacturing companies in the United States. Independently owned, Patco has established itself by using 100% Blue Weber Agave and a proprietary process to innovate within the fast-growing ready-to-drink spirits category. Patco is a volume-driven producer of Agave-based products and private-label alcohol, wine, beer, and spirits, offering commercially and nationally recognized brands as well as private labels. Our Commercial brands include: Rancho La Gloria Ready to Drink Margaritas Kirkland Signature Tequila Dough Ball Whiskey Co. Patco products are sold in every major retailer, including Costco, H.E.B., Kroger’s, Target, Walmart, and Whole Foods Market, just to name a few. Position Summary:

The FP&A team is seeking a highly motivated finance professional to help us with a broad range of financial analytical tasks. We are looking for a strong generalist with a can-do, roll-up-your-sleeves attitude. Build and leverage data models, participate in building the financial plan, improved data metrics and reporting. Develop the FP&A partnerships across business functions to provide managerial insights, protect margins, and cash. This role is an individual contributor. Key Responsibilities:

Planning/budgeting : key contributor to the annual budget process; develop/adjust templates; lead meetings with department heads to develop plan drivers; roll-up reports, maintain data integrity; assist with budget reviews; build budget presentations. Forecasting : run quarterly forecast exercise; provide insights to senior management. Reporting : ensure EPM data integrity; run monthly adjustments and allocations; run monthly report decks; develop new reports based on the business needs/feedback. Review and analysis : variance vs. budget/PY; PVM/MVM analysis; assist with department and brand performance reviews. Executive management support : assist with producing the MBR; assist with the quarterly board presentations; provide ad hoc analysis and insights to senior management. EPM system and data models : understand the sources of data; develop performance metrics; help design the data structures to support performance measurement; help support the EPM system and evaluate functionality for future needs. Profitability management : develop a deep understanding of our supply chain; understand sources of costs and the cost structure; support new product costing process; conduct product margin analysis; ad hoc analyses of pricing/brand spend requests; monthly/quarterly product profitability measurement. Inventory management : analyze DSI and expiration; provide insights for sales forecasting and margin analysis. Sales planning and forecasting : develop a solid understanding of the beverage industry; analyze sales trends, develop performance metrics, monitor orders/shipments/depletions/velocity/IRI; work with sales & marketing and commercial finance teams to build and validate sales forecast by brand/sku and region/state; coordinate with and assist production planning in using a consistent sales outlook Sales support : assist with sales goal development, measure sales performance vs. plan. Pricing support : pricing/DA administration, tracking, and analysis; brand spend analysis; LMF spend tracking; work with the sales & marketing teams to gather/analyze/leverage market insights. Requirements:

Bachelor’s degree (finance/accounting/business administration or STEM plus relevant experience preferred). 7+ years of work experience in an analytical capacity. MBA/MFE/MS a plus. Demonstrated ability for critical thinking, linking the big picture to operational insights. Investment banking or management consulting experience is a plus. Proven ability to read and interpret financial statements. Solid understanding of GAAP. Experience in organizing large amounts of data in a scalable/repeatable way, deriving analytical insight, and turning it into actionable recommendations. Strong experience in financial modeling. Passion for data-driven analytical insight. Very strong technical skills. Full fluency in MS Office (Excel at expert level) and/or G Suite. Strong communication skills, ability to effectively communicate across functions and management levels. Optional, but very helpful:

Experience with OLAP and dashboarding tools (Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes). Consumer goods/food & beverage industry experience. Experience with VIP/iDIG/Nielsen IRI a plus. Annual salary range $135,000-$155,000 Pasco Brands is an equal opportunities employer and welcomes applications from diverse candidates.

#J-18808-Ljbffr