FP&A Business Partner

Job Code: TBD

Job Department: Finance

Reports to: VP of FP&A

FLSA Status: Exempt, Salaried 

SUMMARY:

The Financial Planning & Analysis (FP&A) Business Partner provides financial planning, forecasting, reporting, and strategic analysis across the Company's vertically integrated operations, including cultivation, manufacturing, distribution, wholesale, retail, and corporate functions. This position partners with the Vice President and business leaders to evaluate financial and operational performance, identify trends, risks, and opportunities, and provide forward-looking insights and recommendations that support profitability, cash flow, and informed business decisions. The FP&A Business Partner is expected to operate with a high degree of independence and exercise sound judgment in managing assigned responsibilities.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES (this list is not all inclusive)

·        Supports and independently manages components of the annual budgeting, periodic forecasting, and long-range planning processes across business units and departments.

·        Develops and maintains financial models and forecasts incorporating financial results, operational performance, business assumptions, and changing business conditions.

·        Analyzes financial and operational performance against budget, forecast, and prior periods, identifying key drivers of material variances, trends, risks, and opportunities.

·        Evaluates revenue, gross margin, operating expenses, profitability, and other key performance measures by business unit, location, product, customer, and sales channel, as applicable.

·        Partners with leaders across cultivation, manufacturing, distribution, wholesale, retail, and corporate functions to understand business performance, validate assumptions, and provide financial insight to support operational and strategic decisions.

·        Analyzes key business drivers, including sales, pricing, volume, product mix, discounts, labor, production yields, inventory, and operating costs to understand their impact on financial performance.

·        Develops scenario, sensitivity, profitability, ROI, and other financial analyses to evaluate investments, operational changes, capital expenditures, new initiatives, and other business decisions.

·        Supports cash flow and working capital analysis, including inventory investment, accounts receivable, accounts payable, capital expenditures, and other significant cash requirements.

·        Partners with Accounting during the month-end close process to understand financial results, investigate material or unusual activity, and incorporate current performance into forecasts and management reporting.

·        Develops and maintains financial and operational dashboards, KPI reporting, and management reporting that provide leadership with clear visibility into business performance.

·        Prepares financial analysis, insights, and supporting materials for executive leadership meetings, business reviews, budgeting and forecasting discussions, and other management presentations.

·        Independently identifies material financial or operational issues, conducts appropriate analysis to determine underlying drivers, and provides data-supported recommendations to leadership.

·        Supports strategic initiatives and special projects by evaluating alternatives and assessing the financial and operational impact of proposed business decisions.

·        Identifies and implements opportunities to improve financial models, reporting, forecasting processes, data quality, and overall FP&A efficiency.

·        Manages multiple priorities and recurring deliverables with minimal supervision while maintaining accuracy, timeliness, and appropriate communication of material issues.

·        Executes ad hoc projects as assigned by direct supervisor.

CORE COMPETENCIES

·        Business Acumen: Understands financial performance and the relationship between operational activity, profitability, cash flow, and overall business results.

·        Analytical Thinking: Evaluates complex information, recognizes meaningful patterns and relationships, and draws well-supported conclusions.

·        Collaborative: Works effectively across departments and supports other teams as business needs require.

·        Strategic Thinking: Looks beyond historical results to consider future implications, risks, opportunities, and alternative courses of action.

·        Independence & Judgment: Operates with minimal supervision, exercises sound judgment, and determines appropriate approaches to assignments and business questions.

·        Relationship-Building: Builds credibility and effective working relationships with financial and operational leaders while maintaining an objective financial perspective.

·        Communication: Communicates complex financial information clearly to both financial and non-financial audiences, while also effectively outlining recommendations and concerns.

·        Problem Solving: Approaches complex business issues with curiosity, identifies root causes, evaluates alternatives, and develops practical solutions.

·        Accountability: Takes ownership of responsibilities, follows through on commitments, meets deadlines, and appropriately escalates significant issues or risks, even when managing competing priorities.

·        Integrity: Maintains confidentiality and high standards of accuracy and integrity.

·        Adaptability: Adjusts effectively to changing business conditions, leadership needs, and organizational priorities.

·        Continuous Improvement: Looks for opportunities to improve the quality, efficiency, and effectiveness of financial planning, analysis, and business processes.

PHYSICAL REQUIREMENTS

·        Constantly: Sitting/standing at a desk, finger dexterity, computer input, and hand-eye coordination.

·        Constantly: Using visual display terminals (e.g., computers, laptops, tablets) for extended periods.

·        Frequently: Communicating verbally and electronically, including telephone and video conferencing.

·        Frequently: Repetitive hand and wrist movements associated with keyboard and mouse use.

·        Occasionally: Walking, bending, stooping, and reaching to access office equipment or work-related materials.

·        Occasionally: Lifting, carrying, or moving office supplies or equipment weighing up to 10 pounds.

·        Occasionally: Traveling to different locations as business needs require.

EDUCATION AND EXPERIENCE REQUIRED

·        Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

·        Minimum of 3–5 years of progressive experience in financial planning and analysis, corporate finance, financial analysis, or a related finance function.

·        Demonstrated experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.

·        Strong understanding of financial statements, including the income statement, balance sheet, and statement of cash flows.

·        Experience analyzing financial and operational performance within a multi-location, manufacturing, retail, consumer packaged goods (CPG), agriculture, or similarly complex operating environment.

·        Advanced proficiency in Microsoft Excel, including financial modeling, complex formulas, pivot tables, lookups, and analysis of large data sets.

·        Experience working with ERP, financial reporting, business intelligence, and/or data visualization systems