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 Companies

Two 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 Role

You'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 entities
• Three-statement and cash flow modeling (a significant build from the current state)
• Annual budget process and departmental budget meetings
• Rolling forecasts and scenario analysis
• Mentorship and development of two junior FP&A managers
• Investor and board-level reporting support heading into a fundraise

What We're Looking For

✔ 10 years in finance, with 3–5 years in a senior FP&A capacity

✔ CPG and manufacturing industry experience

✔ Expert financial modeler — three-statement, cash flow, scenario analysis

✔ Comfortable presenting to the C-suite and PE sponsors

✔ Hands-on, builder mentality — you don't just delegate, you do

✔ Investment Banking or PE background a strong plus

✔ PE-backed environment experience a strong plus

Please apply if this sounds like you!