Manager, Financial Planning & Analysis
Company
Sweet Loren's
Location
Remote
Mid-Level
Finance/Accounting
About Sweet Loren’s
Sweet Loren’s is a high-growth, better-for-you baked goods company changing how people consume delicious snacks and treats. Our purpose is to inspire wellness and bring JOY by crafting insanely delicious, allergen-friendly, and better-for-you baked goods that everyone can enjoy. Our flagship Place and Bake refrigerated cookie dough is the #1 natural refrigerated cookie dough in the U.S., available at over 30,000 retailers including Kroger, Target, Publix, and Whole Foods Market.
About the Role
We are seeking a strategic and analytical FP&A Manager to join our high growth culture and team. This role will be responsible for leading financial planning, forecasting, sales planning and other key analyses to support strategic decision-making across the business. As a finance generalist and ‘swiss army knife,’ The FP&A Manager will play a key role in advancing the capabilities and business insights across our team, directly impacting our growth and profitability.
Responsibilities
Financial Planning and Forecasting
o Collaborate with Sales, Marketing, Operations, and Supply Chain to develop accurate and insightful forecasts
o Drive volume/revenue/margin forecasting models tailored to CPG business dynamics (e.g., channel mix, trade promotions, input costs)
o Key finance team lead on all demand and supply chain planning activities, including monthly S&OP process and weekly S&OE meetings.
o Assist CFO in the annual budgeting, quarterly forecasting, and long-range planning processes
Sales Planning and Analysis
o Work with sales team on Trade Planning and budgeting (variable and fixed costs), including monthly/BU updates, edits, and optimization analysis.
o Work with Sales and Finance team on weekly and monthly sales performance and reporting. Leverage new ERP system to provide weekly sales performance tracking
o Work with Sales and Finance teams to lead monthly and quarterly updates to sales and volume forecasts, including any variance reporting. Operate as key liaison to Operations teams to integrate volume forecasts into supply chain operating system (S&OP, S&OE).
o Collaborate with Finance and Accounting teams on deduction and/or audit resolution working with Sales leaders.
o Lead key trade programming analysis and reporting on trade program performance (slotting, variable trade and merchandising, fixed programs, etc).
Business Performance Analysis
o Analyze monthly performance vs. budget, forecast, and prior year
o Provide actionable insights into key variances and trends
o Develop and monitor KPIs across channels, brands, and product lines
Strategic and Key Project Support
o Support senior leadership with strategic financial modeling for pricing, new product launches, COGs, promotional effectiveness, supply chain initiatives and other ad hoc project.
o Partner with cross-functional teams on scenario modeling and ROI analysis for key investments
o Support Freight & warehousing analysis
o Support the Sales organization in channel and customer profitability analysis, trade planning and promotion effectiveness, as well as deduction and fee/fines analysis.
o Support the team with annual financial audit.
Reporting & Tools
o Own and enhance financial reporting tools and dashboards (Excel, Power BI, Tableau, or similar)
o Ensure timely and accurate financial deliverables for leadership and board reporting
o Provide ERP (Netsuite) subject matter expertise to the organization
o Optimize processes and tools for greater efficiency and scalability
Desired Skills and Experience
- 3-5 years of experience in finance roles, ideally within the Consumer Packaged Goods (CPG) industry
- Excellent analytical and creative problem-solving abilities, verbal/written communication, work organization, influence management
- Self-starter with a high level of initiative, accountability, and hustle; able to work independently and thrive in an entrepreneurial, fast-paced environment
- Deep understanding of CPG financial levers, including pricing, trade spend, promotional lift, and gross-to-net revenue
- Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences
- Proven ability to work cross-functionally and influence without authority
- Advanced Excel and financial modeling skills; prefer experience with ERP and planning systems (e.g. Netsuite), Tableau and/or Power BI
- Bachelor’s degree in Finance, Accounting, Economics, or related field
Compensation / Benefits:
- Salary and Bonus, commensurate with experience
- Remote position
- Health benefits: Medical, Dental and Vision
- Company 401k
- Woman-owned business
- Entrepreneurial environment