What are the responsibilities and job description for the Financial Planning and Analysis Manager position at ZO Skin Health, Inc.?
Summary: The Manager - Financial Planning & Analysis will serve as a strategic Finance partner to our Sales and Commercial Revenue, Marketing and Operations teams. This role is responsible for providing financial planning, forecasting, reporting, and analytical support to drive revenue growth, optimize channel performance, and improve overall business efficiency. The ideal candidate thrives in a fast-paced, consumer-driven environment and has a strong understanding of financial modeling, sales, performance metrics, and channel dynamics within the beauty and skin care industry.
Essential Duties and Responsibilities:
- Develop and maintain monthly, quarterly, and annual sales and operations forecasts in collaboration with Global Sales, Marketing, and Demand Planning teams.
- Monitor actuals vs. forecasts, and analyze variances.
- Provide in-depth analysis on key sales channels (e.g., DTC, wholesale, specialty retail), identifying trends, risks, and opportunities to inform go-to-market strategies.
- Prepare, present and report Global P&L results to Director of Finance, Executive team and C-Suite.
- Assist in building financial models for new business concepts and special projections and offer insights into the effect on the business.
- Create dashboards to analyze data and track key performance metrics for various stakeholders.
- Recommend and implement process improvements
- Assist in reporting to private equity firm with consolidated reports, board presentations and analyst requests of ZO’s financial performance.
Other Duties and Responsibilities:
- Evaluate the financial impact of promotional activities, pricing strategies, and discounting by channel or product line. Recommend adjustments to improve ROI
- Prepare monthly management reporting packages with clear narratives, dashboards, and insights to support decision-making. Present results to leadership.
- Partner with Sales Operations to track and analyze key performance indicators, such as revenue per door, conversion rates, average order value, and customer acquisition costs.
- Collaborate cross-functionally to support new product launches, channel expansion, and other strategic initiatives with financial insights and scenario modeling.
- Monitor gross margin trends across products and channels; identify levers to improve profitability.
- Enhance forecasting and reporting processes using tools like Excel, ERP systems (e.g., NetSuite), and BI tools (e.g., Tableau, Power BI, Looker).
- Other duties may be assigned to fulfill ZO’s objectives and/or job duties and requirements may be changed as needed to meet current and future business needs.
Knowledge, Skills & Abilities:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus)
- 5–7 years of progressive experience in FP&A, with a preference for experience in CPG, skincare, or beauty
- Strong understanding of sales dynamics in omni-channel environments
- Advanced Excel and financial modeling skills; proficiency in data visualization tools
- Experience with ERP systems and financial reporting tools
- Exceptional analytical, problem-solving, and communication skills
- Comfortable working in a high-growth, fast-paced environment
Salary : $130,000 - $150,000