DrinkPAK

Financial Planning and Analysis

• Lead and grow the FP&A function, currently comprised of a Director, FP&A and an Analyst, FP&A, with continued build-out expected as the company scales
• Own the annual budgeting process, rolling forecasts, and long-range financial planning across all three sites
• Deliver monthly and quarterly financial performance reporting and variance analysis to the CFO and executive leadership team
• Develop and maintain financial models supporting capital planning, new site ramp-up (including the Philadelphia expansion), and revenue growth scenarios
• Establish KPIs and management reporting packages that give operational and executive leaders clear visibility into business performance
• Support board-level and investor reporting materials in partnership with the CFO
• Support the CFO in managing DrinkPAK's financing relationships, including existing loan facilities and equipment financing arrangements
• Monitor covenant compliance, lender reporting requirements, and financing-related deliverables
• Evaluate financing options to support ongoing capital expenditures, including equipment purchases and the PA facility build-out
• Support the CFO with banking relationships, debt refinancing, and future capital raises as the company scales
• Provide accounting-related consultation and support to the SVP of Accounting on technical and operational matters as needed
• Help ensure alignment between FP&A outputs and the underlying accounting close, particularly around fixed assets, CIP, and capital project accounting relevant to financing activity
• Collaborate cross-functionally with Accounting, Engineering, and Operations to ensure consistency between financial planning and financial reporting
• Support the Chief Strategy Officer on strategic initiatives, providing financial analysis and modeling to support key strategic decisions
• Translate strategic priorities into financial plans and resource allocation recommendations in coordination with the FP&A team
• Directly manage and develop the Director, FP&A and Analyst, FP&A, with responsibility for hiring and structuring the team as it grows
• Establish FP&A processes, tools, and standard operating procedures appropriate for a multi-site, high-growth manufacturing organization
• Act as a key member of the Finance & Strategy leadership team alongside the SVP of Accounting and Corporate Controller

Senior Vice President, Finance