Job Details

FP & A Director

  2026-07-09     Advantex Professional Services     San Rafael,CA  
Description:

Director of FP&A | Food & Beverage


We are partnering with a confidential, mid-sized food and beverage company seeking a hands-on Director of FP&A.


This is a newly created role reporting directly to the CFO. The company is experiencing rapid growth and needs a finance leader who understands FP&A, food and beverage, consumer packaged goods, commercial finance, manufacturing, and systems.


This is a build-out role for someone who can step in quickly, partner with senior leadership, and help create the planning, reporting, and decision-support infrastructure needed for the next stage of growth.



Role Details


 Location: Bay Area, CASchedule: HybridExpected office presence: Monday–Thursday in office, Friday remoteEmployment type: Full-timeDepartment: FinanceBase salary range: $165,000–$195,000Additional compensation: Bonus opportunity and equity eligibilityBenefits: Medical, dental, vision, 401(k), bonus opportunity, and equity eligibility


Company Profile


 Confidential mid-sized food and beverage companyRapidly growing consumer products businessStrong national retail distributionProducts sold through grocery, club, mass, natural, and e-commerce channelsEntering a major growth phase with expanded U.S. manufacturing capacityEntrepreneurial environment with increasing executive, systems, and reporting needs


Why This Role Matters


 The company is scaling quickly and needs stronger FP&A infrastructureFinance needs deeper planning, reporting, commercial finance, and decision-support capabilityThis person will help build the FP&A function for the next stage of growthThe role has direct CFO access and regular exposure to senior leadershipThe company needs someone who already understands the food and beverage or CPG business model


What You’ll Do


 Lead annual budgeting, forecasting, and long-range planningBuild and maintain customer, channel, SKU, and margin modelsOwn customer-level and channel-level P&L analysisAnalyze gross-to-net revenue, trade spend, broker commissions, pricing, customer mix, product mix, landed cost, freight, COGS, and contribution marginSupport pricing, promotion, customer profitability, and price-pack architecture decisionsPrepare executive and Board-level financial reportingBuild KPI dashboards and improve visibility into business performancePartner with the CFO, CEO, Sales, Marketing, Operations, Supply Chain, and AccountingSupport financial planning for expanded U.S. manufacturing capacityImprove systems, reporting, forecasting accuracy, and access to dataUse tools such as NetSuite, Power BI, Tableau, SQL, planning systems, AI, automation, or similar platforms to make reporting more scalableManage and develop one FP&A team member while remaining hands-on with models, analysis, and deliverables


What You’ll Bring


 Food and beverage finance experience is highly desiredBroader consumer packaged goods experience will be considered10+ years of progressive FP&A experience10+ years of food and beverage or CPG finance experience preferred15+ years of total finance experience preferredDirector-level FP&A experience or close equivalentStrong customer, SKU, channel, margin, and profitability analysis experienceExperience with gross-to-net, trade spend, broker commissions, distributor margins, retailer margins, and pricingExperience supporting major retail, grocery, club, mass, natural, or e-commerce customersManufacturing finance experience, including COGS, inventory, freight, landed cost, yield, production variances, plant performance, or supply chain costStrong financial modeling, Excel, budgeting, forecasting, variance analysis, and KPI reporting skillsBoard reporting or senior leadership reporting experienceStrong systems backgroundNetSuite experience preferred, but not requiredExperience with Power BI, Tableau, SQL, Dynamics 365, SAP, Oracle, Anaplan, Adaptive, Vena, Asana, AI tools, or similar platforms preferredExperience building dashboards, reporting tools, forecasting processes, or planning infrastructure from scratchAbility to work in a smaller, fast-moving, high-growth company where systems and processes are still being built


Best Fit


 Strong food and beverage or CPG finance backgroundExperience in a smaller or high-growth companyStrategic but hands-onComfortable building models and doing detailed analysisAble to partner with Sales, Marketing, Operations, Supply Chain, Accounting, and executive leadershipComfortable managing one direct report while still doing individual contributor workCollaborative, accountable, and comfortable building process in real timeAble to operate without a large support team


Less Aligned Backgrounds


 Limited hands-on FP&A model-building experiencePrimarily oversight-level FP&A experience with limited individual contributor workLimited food and beverage or CPG finance experienceLimited exposure to customer P&L, trade spend, pricing, margins, or manufacturing financePreference for remote-first work, since regular Bay Area office presence is expectedPreference for maintaining existing processes rather than building new planning, reporting, and decision-support infrastructure


Interview Process


 Initial conversation with the CFOAdditional meetings may include People, Accounting, Sales, Operations, executive leadership, and foundersFinal steps may include an Excel-based case study to assess analytical thinking, modeling ability, and presentation style


Physical Requirements and Work Environment


 This role is primarily performed in an office environmentRegular computer and standard office equipment use is requiredRegular communication with internal and external stakeholders is requiredThe role may require sitting for extended periodsThe role may occasionally require standing, walking, or lifting up to 15 pounds, with or without reasonable accommodation


Pay Transparency



The anticipated base salary range for this role is $165,000–$195,000. Final compensation will depend on job-related factors, including experience, skills, education, certifications, and location.
The company does not request or consider salary history in making compensation decisions.



Equal Employment Opportunity



The company is an equal opportunity employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, reproductive health decisions, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other status protected by applicable federal, state, or local law.

PandoLogic. Keywords: Food Service Director, Location: San Rafael, CA - 94912


Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search