Director of Financial Planning and Analysis in Los Angeles, California at PLTFRM Companies LLC
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Job Description
Director of Financial Planning and Analysis
About the Company:
PLTFRM is an industry-leading omnichannel commerce growth accelerator. The Company owns and operates a portfolio of specialized sales agencies that drive revenue for its brand partners via digital and brick-and-mortar retail channels, including Walmart, Target, Costco, Amazon, Tik Tok, Sam’s Club, Best Buy, Walgreens, Grocery, and numerous additional online marketplaces. The Company’s best-of-breed, mission-critical managed services include omnichannel sales strategy, E-commerce optimization, supply chain and logistics management, digital marketing, content services, demand forecasting, retail analytics, and category management. Across our client base we manage over $12 billion in annual retail sales for our 800+ clients. Established in 2005 and privately held, the company has a long history of accelerating brand growth for consumer brands of all sizes, stages, and industry verticals.
About the Role:
We are seeking a highly analytical and business-savvy FP&A professional to join our growing finance team. In this role, you will serve as a key partner to senior leadership for budgeting, forecasting, reporting, and providing financial insights that support strategic decision-making across the organization. You will partner closely with functional leaders to drive financial discipline and operational efficiency in a company with 700+ team members.
Key Responsibilities:
- Lead the annual budgeting and quarterly forecasting processes, collaborating with department heads and executive leadership.
- Support and maintain dynamic financial models to support scenario planning, profitability analysis, and cash flow forecasting.
- Deliver monthly variance analyses, KPI dashboards, and business performance reports with actionable insights.
- Serve as a strategic partner to cross-functional teams including Sales, Marketing, and Operations, providing financial guidance and decision support.
- Support investor reporting with high-quality materials and data-backed narratives.
- Identify and implement process improvements to streamline reporting, forecasting, and planning operations.
- Assist in evaluating business cases for capital expenditures, new product launches, pricing changes, or market expansion.
- Partner with Accounting to ensure alignment between financial planning and actuals.
Qualifications & Experience:
Experience:
- Bachelor’s degree in Finance, Accounting, or Business; MBA or CPA preferred.
- 5+ years of progressive experience in FP&A, preferably in retail services, consumer goods, sales agencies, or commission-based businesses.
- Proficient in Excel and financial modeling; experience with NetSuite, Power BI, or FP&A tools like Planful or Adaptive Planning is a plus.
- Strong interpersonal skills to work across sales, client, and executive teams.
- Ability to manage multiple priorities and meet tight deadlines in a dynamic, client-driven environment.
Compensation:
- Competitive salary and bonus structure depending on experience
- Benefits package (health, dental, retirement plans, etc.).
- Unlimited PTO
Equal Opportunity Employer: We are an equal opportunity employer and encourage applicants from diverse backgrounds to apply. We are committed to fostering an inclusive workplace where all employees can thrive.