Senior Financial Planning Analyst - Commercial

JOB TITLE: Senior/Financial Planning & Analysis Analyst - Commercial

REPORTS TO: Director of Financial Planning & Analysis

SUMMARY:

A Financial Planning & Analysis (FP&A) Analyst / Manager at Jordan’s Skinny Mixes successfully executes our business strategy through building out and leading FP&A activities for the company. In this role, you will assist in forecasting, trade & deduction management, and reporting with a focus on maintaining profitable growth. Our ideal person is collaborative, humble, entrepreneurial, empathetic, resilient, and savvy. We are looking for self-starters who are excited about our product and who can provide a white glove level of service to our clients, vendors, stakeholders, and team members.

WHY WORK HERE:

·      Competitive salary, spot bonuses, annual bonus based on performance, and comprehensive benefits package (medical, dental, vision, life & disability, pet insurance, 401(k) with up to 4% company match, and unlimited PTO).

·      Ample opportunities for growth and professional development.

·      Entrepreneurial, innovative culture; ability to see your ideas be applied & implemented quickly.

·     Positive and dynamic culture that rewards team members who live our core values with gift cards, swag, and/or recognition.

PRINCIPAL DUTIES:

·      Drive profitable expansion into traditional retail (club/mass, grocery) while leading all aspects of customer trade management including development of trade spending principles, trade management budgeting, profitability analysis, cash impact analysis, deductions management, etc.

·      Ensure financial controls by leading monthly trade reconciliation and budget management process.

·      Provide financial analysis and scenario planning support for incremental trade proposals.

·      Manages internal reporting as it relates to the forecast and budget.

·      Develop & manage comprehensive set of Trade Controls and ensure compliance by Sales Team.

·      Participates in ad hoc projects and analysis as business needs arise.

·     Serve as a key business partner and contributor to growth strategies, tactics and mid-and long-range planning; work closely with Marketing, Operations and Sales departments.

·      Help develop the capabilities of the finance team to not only keep pace with the business today, but to ensure a strong foundation to support future growth.

·      Support strategic initiatives by working with stakeholders across the company to develop business cases, provide financial analysis, and drive the FP&A function as a proven center of thought partnership and analytical excellence.

ESSENTIAL SKILLS AND EXPERIENCE:

• 5-10 years of broad financial experience supporting various areas of finance, with emphasis on financial planning and analysis.
• Demonstrated background in manufacturing and high-growth consumer and CPG companies (large CPG corporate setting or smaller CPG growth company) with a strong understanding of various distribution channels; at Skinny Mixes, these include DTC & e-commerce as well as trade management with brick & mortar retail (how we partner with big box retailers such as Walmart and Target to drive consumer demand), and Food Distributors such as UNFI and KeHE.
• Advanced proficiency using Excel and PowerPoint.
• Proven experience in trade promotion.
• Ability to collaborate with cross functional business partners.
• Disciplined approach toward execution; stellar attention to detail and ability to navigate within large and complex data environments.
• Demonstrated experience selling into brick & mortar retail (club/mass and grocery) and e-commerce (Shopify and Amazon).
• Excellent verbal and written communication skills with a keen ability to clearly convey information to stakeholders.
• A history of leading by example, taking initiative to create or enhance processes, and building strong foundations with your coworkers.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.

NICE TO HAVES:

·      Master’s degree in Finance, Accounting, Economics, or related field.

·      Experience in both large and small company environments is preferred.

·      Proficiency in NetSuite operating platform.

·      Alignment with vision, mission, & values, and is passionate about a talented, female-founded business.

·      Prior background working with Private Equity or Venture Capital investor-backed companies.

STATUS: Full-time, exempt

LOCATION: Our ideal candidate is located in Clearwater, Florida and can work on a hybrid schedule. This position is also available to remote employees; however, we are not accepting candidates in California, Colorado, New York, and Washington at this time.

ABOUT US:

Jordan Engelhardt, Founder of Skinny Mixes, LLC, created the brand Jordan’s Skinny Mixes in 2009 to provide calorie-conscious beverage mixes and syrups, enabling fun, highly customizable and flavorful drinks without the guilt. Her vision began in the kitchen with her mother and has grown into a national brand driving innovation and flavor to a growing base of loyal and nutritionally conscious consumers. Today, Skinny Mixes is a leading provider of zero-sugar and low-calorie coffee syrups, cocktail mixes, cold brew, and other products which provide guilt-free flavor.

Skinny Mixes has experienced rapid growth across its product lines and distribution channels, which include e-commerce, traditional retail, club/mass, and alternative retail. The Company has a strong track record of explosive growth in e-commerce, generating nearly 50% of its sales online, and continues to win business with leading brick and mortar retailers.

The lean team today has driven impressive growth and is expanding profitability. New Skinny Mixes, LLC is an independently operated portfolio company of Palladium Equity Partners.

Jordan’s Skinny Mixes is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided on the basis of qualifications, merit, and business need.