Sr. FP&A Manager (Vega)

About Wellmore Holdings 

Wellmore Holdings owns and operates a portfolio of clean, fast-growing brands across several health and wellness categories, including sports nutrition, plant-based protein, collagen, teas, and superfoods. Owned by WM Partners, the Wellmore portfolio of brands includes Vega, Great Lakes Wellness, Jade Leaf Matcha, and FGO (From Great Origins).  

We are committed to creating clean, great-tasting products that improve the health and wellbeing of consumers and the planet. Our people are at the heart of who we are: a diverse, ambitious community driven to make a positive impact on the world around us. 

About the Role  

We are looking for a Senior FP&A Manager to join our growing team, with a primary focus on the Vega brand. You will report to the CFO and leverage your financial acumen and data-driven mindset to support strategic decisions, drive brand growth, and ensure financial objectives are met. 

This is a high-impact role leading planning, reporting, forecasting, and analysis efforts, serve as a business partner across commercial and marketing teams, and provide insights that directly shape strategic initiatives.  

What You’ll Do 

Financial Planning & Analysis 

• Develop and maintain financial models, synthesizing large datasets across platforms into clear, actionable insights using Adaptive planning. 

• Drive annual planning, strategic target setting, budgeting, and forecasting processes. 

• Support monthly close, providing P&L reporting, variance analysis, and recommendations. 

• Create and refine analytical tools to improve reporting and decision-making. 

Trade Spend & Profitability 

• Analyze and provide recommendations to optimize trade spend efficiency. 

• Maintain profitability analysis by product and customer. 

• Model new investment opportunities and perform deep-dive analysis of existing initiatives. 

Innovation Finance 

• Build project P&Ls for Stage Gate reviews and innovation pipelines. 

• Establish gross margin targets; track sensitivities and outcomes. 

• Support both short- and long-range innovation projects with financial rigor. 

Business Partnering 

• Collaborate with commercial teams on customer planning and profitability. 

• Partner with marketing on A&P forecasting, budget reviews, and spend analysis. 

• Provide ongoing financial guidance, ensuring accuracy, reclassifications, and accruals where needed. 

Budgeting & Forecasting 

• Own forecasting and budgeting models; provide training and guidance to stakeholders. 

• Quantify risks and opportunities, highlight variances, and advise on corrective actions. 

• Deliver timely financial and analytical support for management decisions. 

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field (MBA, CPA, or CFA preferred). 

• 7+ years of progressive FP&A experience. 

• Consumer Packaged Goods (CPG) industry experience. 

• Strong experience with trade spend, forecasting, budgeting, variance analysis, and financial modeling. 

• Proven expertise in trade promotion analysis, customer planning, and innovation finance. 

• Advanced Excel (pivot tables, VLOOKUPs, etc.) — Excel test required. 

• Hands-on experience with ERP, planning, and visualization tools (NetSuite, Adaptive, Tableau preferred). 

• Skilled at working with large datasets and developing multi-platform reports. 

• Proactive, independent, and solutions-oriented with the ability to thrive in ambiguity. 

• Strong influencing and communication skills — able to partner with senior leaders and cross-functional teams. 

• Meticulous attention to detail and a continuous improvement mindset. 

Benefits

• Comprehensive Medical, Dental & Vision coverage 

• Telemedicine (U.S.) & Employee Assistance Program (EAP) 

• Generous Paid Time Off & Holidays 

• Paid Parental Leave (primary & non-primary) 

• Short- & Long-Term Disability coverage 

• 401(k) with company match (U.S.) 

• Education, Fitness & BeWell Flex Funds 

• Bucketlist Rewards & Employee Referral Program 

• Free product allowance! 

The annual base salary range for this position is $120,000-$140,000/year. The actual annual base salary offered may be adjusted based on a variety of factors, including but not limited