Patcobrands
The opportunity
Ready to make your application Please do read through the description at least once before clicking on Apply. The FP&A team is seeking a highly motivated finance professional to lead the commercial finance function. This person will have deep financial analysis proficiency, ideally with experience in investment banking or management consulting, and possess a can-do, roll-up-your-sleeves attitude. As the protector of margin, they will deep dive into pricing analysis and SKU profitability, which will include building complex BOM analysis, leveraging data models, participating in developing sales and financial plans, and improving data metrics and reporting. This role involves managing two staff members, along with a significant individual contribution. Responsibilities 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 and marketing to build and validate sales forecast by brand/sku and region/state; Sales support:
Measure performance vs. plan; assist with compensation and bonus tracking. Pricing support:
Pricing/discount allowance administration, tracking, and analysis; brand spend analysis; local marketing funds spend tracking; work with the sales & marketing teams to gather/analyze/leverage market insights. Profitability management:
Develop a deep understanding of our supply chain; understand sources of costs and the cost structure; oversee product margin analysis; lead monthly/quarterly product profitability measurement. New product margin analysis:
Work with cross-functional stakeholders to drive new product costing and profitability analysis. Inventory management:
Analyze DSI and expiration; provide insights for sales forecasting and margin analysis. Planning/budgeting:
Key contributor to the annual budget process; lead meetings with brand owners to develop plan drivers; assist with budget reviews; build budget presentations. Qualifications Required: Bachelor’s degree (finance/accounting/business administration or STEM plus relevant experience preferred). 10-15 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. Proven ability to read and interpret financial statements. Solid understanding of GAAP. Experience in organizing large amounts of sales/industry data in a scalable/repeatable way, deriving analytical insight, and turning it into actionable recommendations. Passion for data-driven analytical insight. Strong communication skills; ability to effectively communicate across functions and management levels. Experience in the CPG/Alcohol beverage distribution (wine or beer) industry is a significant plus. Experience with VIP/iDIG/Nielsen/Circana/IRI is a big plus. Optional, but very helpful: Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes. Salary and benefits Other perks By applying for this position, we are collecting personal information from you. Please read our privacy notice in the link below for information on how we collect and process your personal information. Seniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesBeverage Manufacturing Referrals increase your chances of interviewing at Patco Brands by 2x Get notified about new Commercial Finance Director jobs in
Sausalito, CA . Oakland, CA $220,000.00-$270,000.00 2 days ago Foster City, CA $225,000.00-$280,000.00 3 weeks ago San Francisco, CA $181,000.00-$226,000.00 2 days ago San Francisco, CA $232,000.00-$348,000.00 2 weeks ago American Canyon, CA $180,000.00-$200,000.00 5 months ago San Francisco, CA $169,900.00-$242,700.00 6 days ago Alameda, CA $190,000.00-$239,000.00 2 days ago Oakland, CA $135,000.00-$165,000.00 1 week ago San Francisco, CA $150,000.00-$170,000.00 3 weeks ago South San Francisco, CA $200,000.00-$235,000.00 1 month ago Director of Financial Systems (Remote - United States)Sr Director, Finance, FP&A for Research & Development San Rafael, CA $208,000.00-$275,000.00 1 month ago Director - Business Transformation (Finance Transformation) San Francisco, CA $169,000.00-$356,000.00 2 weeks ago Director, Financial Planning and Analytics Oakland, CA $140,700.00-$305,000.00 1 day ago Oakland, CA $160,690.00-$170,000.00 2 days ago Sr Director, Finance - Research & Development San Rafael, CA $208,000.00-$275,000.00 1 month ago San Francisco, CA $250,000.00-$300,000.00 6 months ago San Francisco, CA $145,000.00-$165,000.00 3 days ago Investment Banking Director/VP - Enterprise Software (San Francisco, CA) San Francisco, CA $95,000.00-$110,000.00 2 months ago San Francisco, CA $140,000.00-$170,000.00 5 months ago San Rafael, CA $172,000.00-$236,500.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Ready to make your application Please do read through the description at least once before clicking on Apply. The FP&A team is seeking a highly motivated finance professional to lead the commercial finance function. This person will have deep financial analysis proficiency, ideally with experience in investment banking or management consulting, and possess a can-do, roll-up-your-sleeves attitude. As the protector of margin, they will deep dive into pricing analysis and SKU profitability, which will include building complex BOM analysis, leveraging data models, participating in developing sales and financial plans, and improving data metrics and reporting. This role involves managing two staff members, along with a significant individual contribution. Responsibilities 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 and marketing to build and validate sales forecast by brand/sku and region/state; Sales support:
Measure performance vs. plan; assist with compensation and bonus tracking. Pricing support:
Pricing/discount allowance administration, tracking, and analysis; brand spend analysis; local marketing funds spend tracking; work with the sales & marketing teams to gather/analyze/leverage market insights. Profitability management:
Develop a deep understanding of our supply chain; understand sources of costs and the cost structure; oversee product margin analysis; lead monthly/quarterly product profitability measurement. New product margin analysis:
Work with cross-functional stakeholders to drive new product costing and profitability analysis. Inventory management:
Analyze DSI and expiration; provide insights for sales forecasting and margin analysis. Planning/budgeting:
Key contributor to the annual budget process; lead meetings with brand owners to develop plan drivers; assist with budget reviews; build budget presentations. Qualifications Required: Bachelor’s degree (finance/accounting/business administration or STEM plus relevant experience preferred). 10-15 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. Proven ability to read and interpret financial statements. Solid understanding of GAAP. Experience in organizing large amounts of sales/industry data in a scalable/repeatable way, deriving analytical insight, and turning it into actionable recommendations. Passion for data-driven analytical insight. Strong communication skills; ability to effectively communicate across functions and management levels. Experience in the CPG/Alcohol beverage distribution (wine or beer) industry is a significant plus. Experience with VIP/iDIG/Nielsen/Circana/IRI is a big plus. Optional, but very helpful: Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes. Salary and benefits Other perks By applying for this position, we are collecting personal information from you. Please read our privacy notice in the link below for information on how we collect and process your personal information. Seniority level
Seniority levelDirector Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesBeverage Manufacturing Referrals increase your chances of interviewing at Patco Brands by 2x Get notified about new Commercial Finance Director jobs in
Sausalito, CA . Oakland, CA $220,000.00-$270,000.00 2 days ago Foster City, CA $225,000.00-$280,000.00 3 weeks ago San Francisco, CA $181,000.00-$226,000.00 2 days ago San Francisco, CA $232,000.00-$348,000.00 2 weeks ago American Canyon, CA $180,000.00-$200,000.00 5 months ago San Francisco, CA $169,900.00-$242,700.00 6 days ago Alameda, CA $190,000.00-$239,000.00 2 days ago Oakland, CA $135,000.00-$165,000.00 1 week ago San Francisco, CA $150,000.00-$170,000.00 3 weeks ago South San Francisco, CA $200,000.00-$235,000.00 1 month ago Director of Financial Systems (Remote - United States)Sr Director, Finance, FP&A for Research & Development San Rafael, CA $208,000.00-$275,000.00 1 month ago Director - Business Transformation (Finance Transformation) San Francisco, CA $169,000.00-$356,000.00 2 weeks ago Director, Financial Planning and Analytics Oakland, CA $140,700.00-$305,000.00 1 day ago Oakland, CA $160,690.00-$170,000.00 2 days ago Sr Director, Finance - Research & Development San Rafael, CA $208,000.00-$275,000.00 1 month ago San Francisco, CA $250,000.00-$300,000.00 6 months ago San Francisco, CA $145,000.00-$165,000.00 3 days ago Investment Banking Director/VP - Enterprise Software (San Francisco, CA) San Francisco, CA $95,000.00-$110,000.00 2 months ago San Francisco, CA $140,000.00-$170,000.00 5 months ago San Rafael, CA $172,000.00-$236,500.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr