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SalaryOVERVIEW
Want to join one of the hottest health and wellness start-ups in the country? Well, PLUNGE is looking for just the right person to take our team to the next level.
DESCRIPTION
We are recruiting for a Manager of Financial Planning & Analyst to join our growing team. We are looking for a highly motivated, analytically minded individual to help us stand up or very first FP&A function. You will help lead building out our management reporting decks, our cash flow and forecasting models, and help us analyze and understand our business. You will also lead us through our budgeting process. Ideal person knows what good looks like and helps us build and maintain the essential building blocks of a great FP&A function.
ESSENTIAL RESPONSIBILITIES:
Provide financial and business insights and recommendations that support (i) executive decision making and (ii) high-visibility, cross functional strategic initiatives- Build and enhance financial models, management reports, reporting tools , and dashboards to improve accuracy, efficiency, and overall visibility of financial data
- Role will include P&L budgeting / forecasting, scenario modeling, executive summaries and decks, project management of Finance related initiatives, and various ad-hoc analytical projects.
- Analyze, and interpret P&L including bookings, revenue and expenses / headcount, while using financial and operational metrics to provide data-driven insight and analytics
- Perform monthly and quarterly financial and operational reporting for short and long-term forecasting, review strategic business investments, and analyze our regional performance
- Understand complex financial problems and provide explanations and solutions that are sound and clearly communicated; Conduct deep dives into particular expense or revenue lines to understand their drivers and potential levers to enhance financial performance
- Assist with yearly planning initiative and regular updates to the financial models
- Lead the analysis of validating unit economics on current and new initiatives
- Identify and track appropriate performance measures, key performance indicators and associated drivers, proactively partner with accounting team to understand forecast variance drivers, identify risks/opportunities, and provide strategic insights
- Support budgeting & forecasting and drive monthly, quarterly, and yearly end close processes & reporting
- Work with various business partners in creating and reviewing annual financial targets
- Interact and develop relationships with teams and leaders across all functions and operating units of the company
- Assist with cross departmental analysis needed to drive the business forward
- Proactively communicate areas of concern and recommend actions required to meet financial commitments
QUALIFICATIONS:
- Bachelor's degree in business administration, finance, accounting, economics, or a related field is required; MBA, other advanced degrees, CPA, or CFA is a plus
- Minimum of 5-7 years of experience in finance in a smaller to middle market growth company
- In-depth knowledge of financial modeling, budgeting, forecasting, valuation, and variance analysis techniques
- Excellent analytical problem-solving and decision-making skills, with the ability to translate complex financial data into insights and actionable recommendations
- Advanced Microsoft Excel and PowerPoint skills
- Experience with financial software and data visualization tools including Hyperion or Power BI
- Experience in PowerBI / SQL reporting build outs
- Experience with NetSuite a plus
- Experience working within the industry of Ecommerce and Manufacturing
COMPANY INFORMATION:
We are amongst the fastest growing national brands in the health industry. We are passionate about helping humans maximize their health and build resilience through cold plunging. We make the most elegant & affordable cold plunge. We are growing into an expansive market – must be all in for the ride!
HEALTH & BENEFIT OFFERINGS, which includes but not limited to:
- Medical, dental, and vision insurance options at shared cost
- Employee Assistance Program
- Legal & ID Theft Coverage
- Pet Insurance
- Life/ADD, STD and LTD benefits
- 401K plans with 3% match after 6 mo.
PERKS:
- Buy A Plunge at a discounted rate
- Floats: 1 complimentary float per month at Capitol Floats in Sacramento or Auburn
- Health reimbursement towards gym, supplements, or other health expense up to $50/month*
- Get Paid to Plunge bonus program*
- Monthly catered All-Hands lunch gatherings and raffle prizes
- Training and Development:
- Reimbursement available for participation in the Landmark Forum*
- Up to $700/year on educational/certification reimbursements*
conditions may apply
DISCLAIMER: This is not meant to be an all-inclusive statement of every duty and responsibility which will ever be required of an employee in this position. However, the employee will be held responsible for all duties assigned.
