Job Details

Sausalito, On-Site, Full Time

$150K/yr - $170K/yr On-site Full-time

Patco Brands is one of the fastest-growing beverage companies in the United States. Patco has established itself in the wine and spirits industry by using a proprietary process with 100% Blue Agave to innovate within the growing ready-to-drink spirits category. Along with developing and launching our own brands with nationwide distribution, such as Rancho La Gloria Ready to Drink Margaritas, Big Sipz Cocktails, and Dough Ball Cookie Dough Whiskey, Patco products are made for and sold in every major retailer, including Costco, Target, Walmart, and Whole Foods, among others.

The opportunity

The FP&A team is seeking a highly motivated finance professional to lead the commercial finance function. This person will have deep financial analysis proficiency, ideally with experience in investment banking or management consulting, and possess a can-do, roll-up-your-sleeves attitude. As the protector of margin, they will deep dive into pricing analysis and SKU profitability, which will include building complex BOM analysis, leveraging data models, participating in developing sales and financial plans, and improving data metrics and reporting. This role involves managing two staff members, along with a significant individual contribution.

Responsibilities

• Sales planning and forecasting: Develop a solid understanding of the beverage industry; analyze sales trends, develop performance metrics, monitor orders/shipments/depletions/velocity/IRI; work with sales and marketing to build and validate sales forecast by brand/sku and region/state;
• Sales support: Measure performance vs. plan; assist with compensation and bonus tracking.
• Pricing support: Pricing/discount allowance administration, tracking, and analysis; brand spend analysis; local marketing funds spend tracking; work with the sales & marketing teams to gather/analyze/leverage market insights.
• Profitability management: Develop a deep understanding of our supply chain; understand sources of costs and the cost structure; oversee product margin analysis; lead monthly/quarterly product profitability measurement.
• New product margin analysis: Work with cross-functional stakeholders to drive new product costing and profitability analysis.
• Inventory management: Analyze DSI and expiration; provide insights for sales forecasting and margin analysis.
• Planning/budgeting: Key contributor to the annual budget process; lead meetings with brand
• owners to develop plan drivers; assist with budget reviews; build budget presentations.

Qualifications

Required:

• Bachelor's degree (finance/accounting/business administration or STEM plus relevant experience preferred). 10-15 years of work experience in an analytical capacity.
• MBA/MFE/MS a plus. Demonstrated ability for critical thinking, linking the big picture to operational insights.
• Proven ability to read and interpret financial statements. Solid understanding of GAAP.
• Experience in organizing large amounts of sales/industry data in a scalable/repeatable way, deriving analytical insight, and turning it into actionable recommendations. Passion for data-driven analytical insight.
• Strong communication skills; ability to effectively communicate across functions and management levels.
• Prior commercial/sales support experience required.
• Experience in the CPG/Alcohol beverage distribution (wine or beer) industry is a significant plus.
• Experience with VIP/iDIG/Nielsen/Circana/IRI is a big plus.
• Strong preference for consulting or investment banking background

Optional, but very helpful:

• Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes.
• Salary and benefits
• Other perks

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