Financial Planning and Analysis Manager

Patco Brands is one of the fastest-growing beverage 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 maker of margaritas, tequila, hard seltzers, Irish cream liqueur, and other spirits under our own brands and for private labels. Our own brands and private labels, with nationwide distribution, include:· Rancho La Gloria Ready to Drink Margaritas · Rancho La Gloria Ranch Water · Big Sipz· Kirkland Signature Tequila · Kirkland Signature Hard Seltzers· Dough Ball WhiskeyPatco 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.--------------------------------------------------------------------------------------------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, and improve 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.Responsibilities: Planning/budgeting: key contributor to the annual budget process; develop/adjust templates; leads meetings with department heads to develop plan drivers; rolls up reports, maintains data integrity; assists with budget reviews; builds 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.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.Manage 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.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. https://www.patcobrands.com/privacy-policy/