Director of Financial Planning and Analysis

We're partnering with a Carlsbad-based PE-backed company to place a Director (or Senior Director) of FP&A — this is a newly created, high-impact role overseeing two sister companies in the functional wellness space.This is a build-out opportunity for a senior finance leader who wants real ownership, direct visibility with PE sponsors and executive leadership, and the chance to shape an FP&A function from the ground up.The CompaniesTwo sister entities — one a consumer CPG brand, the other a large-scale manufacturer supplying some of the biggest names in functional beverages and wellness. Both are PE-backed, sub-$100M in revenue, and entering an exciting growth phase with a capital raise on the horizon.The RoleYou'll manage two junior FP&A Managers (one per entity), own the consolidated financial view of the business, and carry the modeling and forecasting.What you'll own:Monthly consolidation and business review across both entitiesThree-statement and cash flow modeling (a significant build from the current state)Annual budget process and departmental budget meetingsRolling forecasts and scenario analysisMentorship and development of two junior FP&A managersInvestor and board-level reporting support heading into a fundraiseWhat We're Looking For10+ years in finance, with 3–5+ years in a senior FP&A capacityCPG and manufacturing industry experienceExpert financial modeler — three-statement, cash flow, scenario analysisComfortable presenting to the C-suite and PE sponsorsHands-on, builder mentality — you don't just delegate, you doInvestment Banking or PE background a strong plusPE-backed environment experience a strong plusPlease apply if this sounds like you!