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FP & A Director

Advantex Professional Services

San Rafael, CA

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JOB DETAILS
SALARY
$165,000–$195,000 Per Year
SKILLS
Accounting, Analysis Skills, Artificial Intelligence (AI), Automation, Brokerage, Budgeting, Business Growth, Business Model, Cargo/Freight, Commission Spend, Consumer Packaged Goods, Cost of Goods Sold (COGS), Decision Support, Develop and Maintain Customers, Entrepreneurship, Finance, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Food Services, Food and Beverage Industry, Forecasting, Leadership, Legal, Manufacturing, Manufacturing Systems, Marketing, Medical Conditions, Medical Genetics, Military, NetSuite, Office Equipment, Partner Sales, People Management, Performance Metrics, Power BI, Pricing, Process Improvement, Profit & Loss, Profit & Loss Analysis, Reporting Dashboards, Reporting Skills, Retail, SQL (Structured Query Language), Sales, Sales Operations, Stock Keeping Unit (SKU), Supply Chain, Supply Chain Operations, Tableau, Team Player, Variance Analysis, eCommerce
LOCATION
San Rafael, CA
POSTED
Today
Director of FP&A | Food & Beverage


We are partnering with a confidential, mid-sized food and beverage company seeking a hands-on Director of FP&A.


This is a newly created role reporting directly to the CFO. The company is experiencing rapid growth and needs a finance leader who understands FP&A, food and beverage, consumer packaged goods, commercial finance, manufacturing, and systems.


This is a build-out role for someone who can step in quickly, partner with senior leadership, and help create the planning, reporting, and decision-support infrastructure needed for the next stage of growth.



Role Details


 
  • Location: Bay Area, CA
  • Schedule: Hybrid
  • Expected office presence: Monday–Thursday in office, Friday remote
  • Employment type: Full-time
  • Department: Finance
  • Base salary range: $165,000–$195,000
  • Additional compensation: Bonus opportunity and equity eligibility
  • Benefits: Medical, dental, vision, 401(k), bonus opportunity, and equity eligibility



Company Profile


 
  • Confidential mid-sized food and beverage company
  • Rapidly growing consumer products business
  • Strong national retail distribution
  • Products sold through grocery, club, mass, natural, and e-commerce channels
  • Entering a major growth phase with expanded U.S. manufacturing capacity
  • Entrepreneurial environment with increasing executive, systems, and reporting needs



Why This Role Matters


 
  • The company is scaling quickly and needs stronger FP&A infrastructure
  • Finance needs deeper planning, reporting, commercial finance, and decision-support capability
  • This person will help build the FP&A function for the next stage of growth
  • The role has direct CFO access and regular exposure to senior leadership
  • The company needs someone who already understands the food and beverage or CPG business model



What You’ll Do


 
  • Lead annual budgeting, forecasting, and long-range planning
  • Build and maintain customer, channel, SKU, and margin models
  • Own customer-level and channel-level P&L analysis
  • Analyze gross-to-net revenue, trade spend, broker commissions, pricing, customer mix, product mix, landed cost, freight, COGS, and contribution margin
  • Support pricing, promotion, customer profitability, and price-pack architecture decisions
  • Prepare executive and Board-level financial reporting
  • Build KPI dashboards and improve visibility into business performance
  • Partner with the CFO, CEO, Sales, Marketing, Operations, Supply Chain, and Accounting
  • Support financial planning for expanded U.S. manufacturing capacity
  • Improve systems, reporting, forecasting accuracy, and access to data
  • Use tools such as NetSuite, Power BI, Tableau, SQL, planning systems, AI, automation, or similar platforms to make reporting more scalable
  • Manage and develop one FP&A team member while remaining hands-on with models, analysis, and deliverables



What You’ll Bring


 
  • Food and beverage finance experience is highly desired
  • Broader consumer packaged goods experience will be considered
  • 10+ years of progressive FP&A experience
  • 10+ years of food and beverage or CPG finance experience preferred
  • 15+ years of total finance experience preferred
  • Director-level FP&A experience or close equivalent
  • Strong customer, SKU, channel, margin, and profitability analysis experience
  • Experience with gross-to-net, trade spend, broker commissions, distributor margins, retailer margins, and pricing
  • Experience supporting major retail, grocery, club, mass, natural, or e-commerce customers
  • Manufacturing finance experience, including COGS, inventory, freight, landed cost, yield, production variances, plant performance, or supply chain cost
  • Strong financial modeling, Excel, budgeting, forecasting, variance analysis, and KPI reporting skills
  • Board reporting or senior leadership reporting experience
  • Strong systems background
  • NetSuite experience preferred, but not required
  • Experience with Power BI, Tableau, SQL, Dynamics 365, SAP, Oracle, Anaplan, Adaptive, Vena, Asana, AI tools, or similar platforms preferred
  • Experience building dashboards, reporting tools, forecasting processes, or planning infrastructure from scratch
  • Ability to work in a smaller, fast-moving, high-growth company where systems and processes are still being built



Best Fit


 
  • Strong food and beverage or CPG finance background
  • Experience in a smaller or high-growth company
  • Strategic but hands-on
  • Comfortable building models and doing detailed analysis
  • Able to partner with Sales, Marketing, Operations, Supply Chain, Accounting, and executive leadership
  • Comfortable managing one direct report while still doing individual contributor work
  • Collaborative, accountable, and comfortable building process in real time
  • Able to operate without a large support team



Less Aligned Backgrounds


 
  • Limited hands-on FP&A model-building experience
  • Primarily oversight-level FP&A experience with limited individual contributor work
  • Limited food and beverage or CPG finance experience
  • Limited exposure to customer P&L, trade spend, pricing, margins, or manufacturing finance
  • Preference for remote-first work, since regular Bay Area office presence is expected
  • Preference for maintaining existing processes rather than building new planning, reporting, and decision-support infrastructure



Interview Process


 
  • Initial conversation with the CFO
  • Additional meetings may include People, Accounting, Sales, Operations, executive leadership, and founders
  • Final steps may include an Excel-based case study to assess analytical thinking, modeling ability, and presentation style



Physical Requirements and Work Environment


 
  • This role is primarily performed in an office environment
  • Regular computer and standard office equipment use is required
  • Regular communication with internal and external stakeholders is required
  • The role may require sitting for extended periods
  • The role may occasionally require standing, walking, or lifting up to 15 pounds, with or without reasonable accommodation



Pay Transparency



The anticipated base salary range for this role is $165,000–$195,000. Final compensation will depend on job-related factors, including experience, skills, education, certifications, and location.
The company does not request or consider salary history in making compensation decisions.



Equal Employment Opportunity



The company is an equal opportunity employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, reproductive health decisions, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other status protected by applicable federal, state, or local law.

PandoLogic. Keywords: Food Service Director, Location: San Rafael, CA - 94912

About the Company

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Advantex Professional Services