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Director of Financial Planning & Analysis

United States, Oakville Employment contract · Job Posted May 16, 2026
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Job Description

We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team. This is a highly visible, strategic role reporting to the CFO and leading the company’s FP&A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact.

Job Responsibility

  • Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization
  • Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change
  • Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance
  • Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions
  • Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes
  • Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends
  • Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership
  • Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews
  • Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development

Requirements

  • 7+ years of progressive experience in FP&A or corporate finance
  • Demonstrated success managing budgeting, forecasting, and financial reporting in a complex business environment
  • Advanced modeling skills, including integrated financial statements, scenario analysis, and decision-support modeling
  • Strong proficiency in Excel and experience working with reporting, planning, or business intelligence platforms such as Power BI
  • Ability to communicate financial concepts clearly and influence senior stakeholders across multiple functions
  • Experience partnering with commercial and operational teams on topics such as sales performance, inventory planning, and cost management
  • Background in a private equity-backed company or in wine, spirits, luxury consumer products, or a comparable industry is preferred
  • An MBA, CPA, CFA, or similar advanced credential is a plus

Nice to have

  • Background in a private equity-backed company or in wine, spirits, luxury consumer products, or a comparable industry
  • An MBA, CPA, CFA, or similar advanced credential

What we offer

  • Medical, vision, dental, life and disability insurance
  • 401(k) plan
  • Free online training
  • Competitive compensation

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