Manager, Financial Planning & Analysis

ABOUT KATE FARMS

Kate Farms is a company with heart. Our company was founded on the belief that good nutrition leads to good health, and good health opens the door to endless possibilities. That’s why our mission is to make nutrition the cornerstone of healthcare so people can live their best lives. We are a medical food company that makes complete nutrition formulas for people who have a medical need for liquid nutrition. 

Kate Farms works to be the place where a diverse mix of talented individuals want to come, stay, and do their best work. Ensuring a diverse and inclusive workplace where we learn from each other is at the core of Kate Farms’ values. We are an equal-opportunity employer and fully focused on equality; we believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all the other fascinating characteristics that make us different. We invite you to do the best work of your life with us at Kate Farms.

POSITION OVERVIEW

We seek a highly motivated and detail-oriented FP&A Manager to join our dynamic finance team. This role will play a crucial part in Kate Farm's continued growth by providing key financial insights and analysis to support strategic decision-making.  

The ideal candidate must be a self-starter with a strong work ethic and a passion for driving results in a fast-paced environment.  

Kate Farms is fully hybrid, but a preference for candidates to live in Santa Barbara County where the headquarters is located will be prioritized. 

WHAT YOU WILL DO

·        Manage the annual budgeting and forecasting process, including developing financial models, coordinating with various departments, and presenting findings to senior management. 

·        Develop and track key performance indicators (KPIs) to monitor business performance and identify trends. 

·        Analyze financial data to provide insights and recommendations on pricing, product development, and other strategic initiatives. 

·        Work with the accounting team to prepare monthly and quarterly financial reports, including variance analysis and commentary. 

·        Develop and maintain financial models to support long-range planning and scenario analysis. 

·        Partner with cross-functional teams to provide financial support and guidance. 

·        Conduct periodic business reviews with leadership to ensure strategic and budget success. 

·        Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.

WE ARE LOOKING FOR SOMEONE WHO

·        Is a self-starter with a strong internal drive. 

·        Is experienced in managing core FP&A activities, especially in fast-growing companies. 

·        Shows a passion for technology and leveraging tools and innovation to drive improvements in efficiency and finance team performance. 

·        Has a meticulous attention to detail. 

·        Has a passion for delivering results. 

·        Is adaptable and able to thrive in a fast-paced, dynamic environment.

·        Demonstrates strong business acumen and strategic thinking, with strong problem-solving skills and the ability to make sound decisions. 

·        Has exceptional communication and interpersonal skills to communicate technical concepts to senior management and via internal communications. 

WE ARE LOOKING FOR SOMEONE WITH 

·        A bachelor's degree in finance, accounting, or a related field. 

·        5- 7+ years of progressive experience in financial planning and analysis, preferably in a high-growth consumer, medical, or technology company. 

·        Strong analytical and problem-solving skills with a proven ability to interpret and analyze complex financial data. 

·        Advanced proficiency in Microsoft Excel and financial modeling. Experience with ERP systems (e.g., NetSuite, SAP, Business Central) and planning tools (e.g., Anaplan, Adaptive) is a plus. 

·        Excellent communication and presentation skills, both written and verbal, with the ability to effectively communicate financial information to various audiences. 

·        Ability to work independently and as part of a team in a fast-paced, dynamic environment. 

·        Demonstrated ability to adapt quickly to changing priorities and learn new concepts rapidly. 

·        Invites and uses the opinions and perspectives of others.

·        Strong commitment to company mission and values.

·        Ability to work independently and collaboratively in a fast-paced, dynamic environment.

·        Respectfully shares and accepts feedback willingly from all levels of the organization.