Director, Financial Planning & Analysis

Belnick, LLC • Canton, GA

1d • $155,000 - $180,000

About The Position

The Director, Financial Planning & Analysis leads how Ubique Group plans, measures performance, and makes decisions. The role owns the company planning cycle and serves as a senior financial partner to leaders across sales, operations, supply chain, sourcing, and marketing.

As a hands-on player-coach in a lean organization, the Director leads the Annual Operating Plan, rolling forecast, long-range planning, and financial reporting for the executive team, board, and lenders. The role develops models and analysis directly, coaches the FP&A manager, and helps shape pricing, channel, inventory, sourcing, capital, and growth decisions.

The Director also champions automation, standardization, continuous improvement, and consistent KPI reporting to build scalable FP&A capabilities.

Requirements

• Bachelor's degree in accounting, finance, business, or a related discipline.
• At least 7 years of progressive finance leadership experience.
• Ability to translate complex analysis into clear recommendations and executive-level communication.
• Track record of leading through influence in a highly cross-functional environment.
• Strong judgment, attention to detail, problem-solving ability, and stakeholder-management skills.
• Enterprise mindset, intellectual curiosity, and commercial orientation, with the ability to weigh trade-offs across growth and profitability.
• Hands-on leadership style and comfort working with a lean team while building scalable capabilities.
• Direct, transparent approach and ability to challenge constructively while maintaining trust.
• Commitment to developing people, strengthening accountability, and building a finance function that enables the business.

Nice To Haves

• MBA or other graduate degree.
• Experience in consumer products, furniture, e-commerce, wholesale, manufacturing, distribution, retail supply chain, or another inventory-intensive business.
• Experience with multi-channel business models involving marketplaces, mass retail, B2B distribution, dealers, resellers, and B2B direct.
• Experience with global supply chains and logistics.
• Experience in institutional or private equity ownership environments.
• Experience with NetSuite or a comparable ERP, planning tools, business intelligence, automation, and practical use of AI within finance and accounting.

Responsibilities

• Own the company-wide Annual Operating Plan, rolling forecast, and multi-year long-range plan across revenue, gross margin, operating expenses, headcount, and EBITDA.
• Lead monthly and quarterly planning cadence, including forecast calls, variance analysis, and monthly business reviews.
• Prepare performance packages that connect business drivers—including volume, price, mix, channel, freight, and tariffs—to financial outcomes.
• Maintain forecasting assumptions, documentation, and controls to make planning consistent, auditable, and scalable.
• Serve as senior finance partner to commercial, operations, supply chain, sourcing, and marketing leaders.
• Partner with Accounting to align forecasts with GAAP results, landed cost, freight, and tariff accounting.
• Improve visibility into pricing, gross-to-net revenue, customer and channel profitability, product and SKU economics, trade spending, advertising ROI, and returns on growth investments.
• Help improve inventory productivity, aged and excess inventory, freight and fulfillment economics, procurement decisions, cost-to-serve visibility, and working capital.
• Lead, coach, and develop the FP&A manager, with clear ownership of recurring deliverables and ad hoc analysis.
• Build financial models for pricing, promotions, assortment, inventory, sourcing, and capital investment decisions.
• Evaluate profitability across retail, e-commerce, marketplace, B2B, and direct-to-consumer channels, highlighting margin drivers and cost-to-serve.
• Partner with the executive team to translate strategy into multi-year financial targets and actionable initiatives.
• Champion automation, standardization, and continuous improvement across planning, reporting, and analysis, including practical use of AI to extend team capacity.
• Improve the use of NetSuite, Tableau, Power BI, Snowflake, ADP, and related tools to strengthen data quality, speed, and analytical depth.
• Maintain consistent KPI definitions and reporting frameworks across channels and functions.
• Own core planning, forecast, long-range plan, and cash models, along with executive and board materials.
• Set priorities across competing requests and determine when to automate, simplify, or decline work that does not create sufficient value.

What This Job Offers

• Job Type: Full-time
• Career Level: Director