Senior Financial Planning and Analysis Manager - Consumer Packaged Goods

Senior Analyst – Financial Planning & Analysis -CPG

Full time

Orange, CA (Must be open to relocation to HQ in Orange County, CA)

Commercialization FP&A experience with whole P&L and can present to marketing, can sit in front of stakeholders, experience with consumer products

The Senior FP&A Analyst provides critical financial insights to support strategic decisions within the Consumer-Packaged Goods industry. This role enhances reporting capabilities using advanced Excel, Power BI, and FP&A software.

Technical Skills

• Data Analysis & Financial Modeling: Ability to analyze large financial datasets, identify trends, and build models for forecasting and decision-making.
• Advanced Excel: Proficiency in VBA, pivot tables, VLOOKUP, macros, Power Query, and PowerPivot for complex financial analysis.

Programming Languages:

• Python: For data wrangling, statistical analysis, visualization, and automation.
• R: For advanced statistical modeling and time-series analysis.
• SQL & Database Management: Skilled in querying and managing large datasets from relational databases.
• Data Visualization Tools: Expertise in Power BI to create dashboards and communicate insights effectively.
• Financial Reporting & Compliance: Knowledge of GAAP, IFRS, and regulatory reporting standards.
• Forecasting & Predictive Analytics: Ability to use statistical models and tools for trend forecasting and scenario analysis.

Soft Skills

• Analytical & Critical Thinking: Ability to interpret data, challenge assumptions, and provide actionable insights.
• Attention to Detail: Ensuring accuracy in data validation and reporting to avoid costly errors.
• Communication & Storytelling: Translating complex financial data into clear, concise insights for non-technical stakeholders.
• Collaboration & Teamwork: Working effectively with finance, operations, and IT teams to deliver integrated solutions.
• Adaptability & Continuous Learning: Staying current with evolving tools, technologies, and financial regulations.
• Time Management: Managing deadlines for monthly closes, forecasts, and reporting cycles.

Key responsibilities:

• Lead financial planning, forecasting, and budgeting processes across business units.
• Develop and maintain dynamic financial models using advanced Excel techniques (e.g., Power Query, VBA, pivot tables).
• Build and manage Power BI dashboards to visualize key performance indicators and trends.
• Analyze sales, margin, and operational performance to identify risks and opportunities.
• Partner with cross-functional teams (Sales, Marketing, Supply Chain) to support business initiatives.
• Prepare monthly and quarterly financial reports for senior leadership.
• Support scenario modeling, variance analysis, and ad hoc reporting.

Education and/or Experience:

• Bachelor’s degree in finance, Accounting, Economics, or related field
• 5+ years of FP&A experience, with at least 3 years in the CPG industry.
• Strong experience with Power BI (DAX, data modeling, dashboard creation).
• Familiarity with ERP systems and data integration tools.
• Excellent communication and presentation skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred Skills:

• Experience with Power BI, Workday Adaptive Planning FP&A software
• Expert-level proficiency in Microsoft Excel (including modeling and automation).
• Knowledge of manufacturing to consumer processes.
• Familiarity with CPG promotional and marketing spend management and consumption insights.