Director of Financial Planning and Analysis

Compensation: ~$180k-$225k base, 20-30% bonus, LTIP

Finatal is partnered with a leading private equity backed vertically integrated B2B and B2C direct-to-consumer ecommerce company that manufactures and distributes a portfolio of consumer goods. They are looking for a Director of Financial Planning & Analysis to join its finance team in Cleveland, OH. This is a hands-on, high-impact role for a finance professional who thrives in the details and understands how supply chain dynamics, inventory management, and short-cycle forecasting connect to financial outcomes. The Director of FP&A will be a key partner to the CFO, owning core planning processes that are essential to how the business runs.

Key Responsibilities:

Short-Term Cash & Liquidity Forecasting

• Own and manage the 13-week cash flow forecast, including weekly updates, variance analysis, and communication of liquidity outlook to finance leadership and Sponsors
• Maintain rolling forecast accuracy and continuously refine assumptions based on operational inputs

Budgeting & Forecasting

• Play a key role in the annual budget process, building bottoms-up models in partnership with department heads
• Maintain rolling forecasts and monthly reforecasts, clearly communicating drivers of change versus prior periods and plan
• Develop and maintain variance analyses (actuals vs. budget vs. forecast) with clear, concise commentary

Reporting & Analysis

• Prepare and distribute regular financial reporting packages for internal stakeholders
• Build and maintain dashboards and KPI trackers that give the business real-time visibility into key metrics
• Identify trends, risks, and opportunities through financial analysis and present recommendations to leadership

Requirements:

Experience:

• 7-10 years of experience in FP&A, corporate finance, or a related financial planning function
• Direct experience managing 13-week cash flow forecasts strongly preferred
• Background in demand planning, inventory analysis, or supply chain finance is a meaningful differentiator
• Experience in a consumer products, CPG, retail, or multi-brand environment preferred

Skills & Competencies:

• Strong financial modeling skills with high proficiency in Excel; experience with planning tools (e.g., NetSuite, Adaptive, or similar) a plus
• Demonstrated business acumen and commercial curiosity, with proven ability to quickly recalibrate modeling assumptions and scenario analyses in a fast-paced, dynamic environment — translating ambiguity into actionable financial insight
• Detail-oriented with the ability to manage multiple workstreams simultaneously
• Collaborative working style — comfortable engaging cross-functionally with non-finance partners
• Clear communicator who can translate financial data into business-relevant insights
• Self-starter who can operate with limited oversight in a dynamic, entrepreneurial environments

Education:

• Bachelor's degree in Finance, Accounting, Economics, or related field required
• MBA or CPA a plus

Location:

• This role is based on-site in Cleveland, OH