Financial Planning and Analysis

• Drive the company-wide financial planning processes including annual budgeting, quarterly forecasting, and long-range planning.
• Build and maintain dynamic financial models to evaluate business scenarios, support strategic initiatives, and drive decision-making.
• Analyze key business drivers, trends, and KPIs; deliver actionable insights to improve financial performance.
• Partner with department heads to provide financial guidance and support resource allocation decisions.
• Collaborate closely with Supply Chain, Operations, and Inventory Management teams to analyze and forecast COGS, inventory turns, procurement efficiency, and overall supply chain performance.
• Analyze end-to-end supply chain costs including COGS, fulfillment, warehousing, and procurement spend.
• Provide detailed insights into cost structures, margin optimization, and working capital, ensuring alignment between financial goals and operational execution.
• Support monthly financial reporting packages and executive dashboards.
• Continuously improve processes, systems, and tools for financial planning, forecasting, and reporting (e.g., ERP, BI tools, Excel/Google Sheets).
• Ensure alignment between financial forecasts and operational goals across departments.

Director, FP&A

Financial Analyst, 2

Vice President, Legal – Investments

Manager, FP&A

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales