VP of Financial Planning & Analysis (Hybrid) - CPG Required

Key Responsibilities: 

Planning, Forecasting & Cash Flow 

• Own the Long-Range Plan and Annual Operating Plan across every channel, customer, and function — modeling, scenario construction, and sensitivity analysis supporting strategic direction and capital allocation.  

• Own the monthly and quarterly reforecast cycle with disciplined risks-and-opportunities tracking and a clean walk from prior forecast to current view; establish forecast accuracy as a measured discipline. Partner with Sales, Marketing, and Supply Chain on the demand forecast (IBP / S&OP) and convert unit plans into financial plans.  

• Own the consolidated rolling cash flow forecast with weekly liquidity visibility; model working capital end to end — green coffee commitments, inventory, receivables, deductions, payables — and drive cash conversion improvement against quantified targets.  

• Model capital structure scenarios, covenant headroom, and downside liquidity; own the capex plan and post-spend return validation.  

Trade Promotion Optimization, Pricing & Channel Finance 

• Plan and govern the trade budget with an ROI mindset: pre-event modeling, post-event measurement, and event-level profitability by customer; serve as business owner and super user of trade promotion management.  

• Optimize the promotion calendar — depth, frequency, mechanic, cadence — against incremental profit rather than volume; oversee deduction management, accrual adequacy, dispute recovery, and clean gross-to-net tie-out. Own Price/Volume/Mix decomposition and lead pricing analysis including elasticity, channel price parity, and margin recovery.  

• Own wholesale P&L analytics — customer profitability, cost to serve, trade rate, fill rate economics — and DTC financial management across the owned site and Amazon: subscription economics, cohort retention and churn, CAC and LTV, contribution margin by SKU, FBA and referral fees, Buy Box, ACoS, and 1P versus 3P mix. Lead new item financials and post-launch review.  

Standard Cost, Margin & Supply Chain Finance  

• Direct the standard cost system: annual cost roll across green coffee, packaging, labor, and overhead absorption, with clear ownership of assumptions.  

• Drive productivity savings across the supply chain.  

• Own variance analysis — purchase price, usage and yield, labor, absorption — and translate it into operating direction rather than accounting commentary, and own the gross margin bridge at enterprise, channel, and customer level: rate, mix, cost, trade.  

• Support procurement, co-manufacturing, and network strategy, including make-versus-buy; partner with the Controller on inventory valuation and reserves.  

Marketing Efficiency & Spend Governance 

• Partner with Markeing head to plan and monitor the marketing budget with transparent ROI reporting by channel and campaign. 

• Separate brand investment from performance spends, hold each to the correct measurement standard, and reallocate based on measured return. 

Syndicated Data, Board & Investor Reporting 

• Translate NielsenIQ, Scintilla, retailer and marketplace portal data into performance insight — velocity, TDP and ACV distribution, share, base versus promoted volume, competitive movement — and use it to pressure-test demand planning assumptions. 

• Author the monthly Board financial package: results versus plan and forecast, revenue and EBITDA bridges, channel and customer performance, cash and liquidity, forward outlook. 

• Support the quarterly earnings cycle with IR and Accounting — guidance modeling, variance narratives, KPI definitions, analyst model reconciliation. Executive materials are causal and quantified: claim, cause, implication.  

 M&A, New Business & Strategic Analysis  

• Lead financial evaluation of M&A and strategic transactions — valuation, DCF and WACC, accretion/dilution, synergy quantification, diligence — and support integration planning and post-close tracking against underwriting.  

• Build the business case for new channels, customers, categories, formats, and partnerships with disciplined go/no-go economics, stage gates, and consistent return criteria (NPV, IRR, payback).  

Team Leadership & AI-Enabled Finance  

• Lead, develop, and retain a team of five spanning commercial and trade finance, supply chain and cost finance, DTC finance, and corporate planning and reporting. Drive automation to shift the team from reporting production to decision support, and convert AI leverage into measured capacity.  

• Own the AI operating model for finance. BRCC runs on Claude as its enterprise AI platform. This role uses it directly and makes the team fluent in it — it does not delegate AI adoption to IT or wait for a center of excellence.  

• Apply Claude across the analytical workflow — model construction and audit, variance and PVM decomposition, contract review, syndicated data synthesis, Board material drafting, reconciliation of large disparate data sets — and build reusable prompts and standard analytical patterns.  

• Set the control standard for AI use in finance — what may be uploaded, what requires human verification, how AI-assisted work is documented. No AI-generated figure reaches an external audience without a human tie-out.  

Education and Skill Requirements 

• Bachelor’s degree in Finance, Accounting, or Economics; MBA and/or CPA preferred. Expert-level financial modeling in Excel; working experience with ERP (NetSuite).  

• Minimum of 15+ years of experience in progressive finance, spanning public and private company environments and both large-scale and small or high-growth organizations. 

• Consumer packaged goods experience is required. Food and beverage strongly preferred. Demonstrated leadership of an FP&A function with direct people-management responsibility.  

• High proficiency — personally, not through oversight — in each of the following: trade promotion optimization and TPM systems, including deduction management; standard cost and manufacturing variance analysis; marketing efficiency and media ROI; wholesale and DTC economics across owned e-commerce and Amazon; PVM and net revenue management; NielsenIQ, Scintilla, and syndicated data; cash flow forecasting; Board materials; and M&A evaluation.  

• Demonstrated, hands-on use of AI in a finance function — not conceptual interest. Candidates must be able to describe specific work they have produced with an AI assistant, what it accelerated, and where they caught it being wrong. Experience with a comparable platform is acceptable; unwillingness to work this way is not.  

• Judgment on where AI is appropriate and where it is not — data handling, materiality, and verification required before AI-assisted output supports a Board, audit, or public disclosure. Ability to operate with incomplete information, form a view, and defend it to the CEO, CFO, and Board.  

• Public company experience supporting SEC reporting, guidance, and internal controls. Multi-channel experience — FDM/retail, club, DTC, marketplace, foodservice — in a commodity-exposed business where input cost volatility drives margin planning.  

• Direct experience with Claude in a business setting — Claude for Excel, document and contract review, or agentic workflows — and a track record of deploying AI across a team and measuring the productivity result.  

• BI proficiency (Power BI, Tableau) and comfort in the underlying data; prior experience integrating an acquisition or standing up finance in an acquired business.  

Position Type/Expected Hours of Work/Physical Requirements 

This is a full-time position and may require long hours and may require weekend and nights work per events. 

• Travel Requirements: 30-40% 

• While performing the duties of this job, the employee is regularly required to stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment. 

• Specific vision abilities required by this job include close vision requirements due to computer work. 

• Light to moderate lifting is required. 

• Ability to uphold the stress of traveling. 

• Regular, predictable attendance is required; including quarter-driven hours as business demands dictate. 

• Moderate noise (i.e. business office with computers, phone, and printers, light traffic). 

• Ability to work in a confined area. 

• Ability to sit at a computer terminal for an extended period.