CALPAK

Financial Planning and Analysis

• - Lead company-wide budgeting, forecasting, and monthly variance analysis.
• - Build and maintain rolling financial models, dashboards, and reports.
• - Partner with department leads on budgets, spend tracking, ROI analysis, and margin optimization.
• - Analyze sales performance, margin trends, and overall profitability to inform business decisions.
• - Oversee the month-end close process and ensure timely, accurate financial statements.
• - Manage accounts payable and receivable, including vendor payments and collections.
• - Support annual tax processes and coordinate with external partners as needed.
• - Maintain compliance with accounting standards and internal policies.
• - Lead implementation and optimization of finance systems, including ERP and planning tools (NetSuite preferred).
• - Streamline financial processes to improve data accuracy and reporting efficiency.
• - Ensure proper internal controls, documentation, and audit readiness.
• - Build business and financial models for new product launches, channel expansion, and strategic initiatives.
• - Evaluate cost-saving opportunities and margin improvement levers.
• - Provide ad hoc financial analysis and support for cross-functional projects.
• - Manage and develop direct reports, fostering a culture of accountability and growth.
• - Collaborate cross-functionally with senior leaders to promote financial discipline and operational excellence.

Senior Finance Manager