Director of FP&A

Job Description

ABOUT KATE FARMS

Kate Farms is a company with heart. Our company was founded on the belief that good nutrition leads to good health, and good health opens the door to endless possibilities. That’s why our mission is to make nutrition the cornerstone of healthcare, so people can live their best lives. We are a medical food company that makes complete nutrition formulas for people who have a medical need for liquid nutrition.

Kate Farms works to be the place where a diverse mix of talented individuals want to come, to stay and do their best work. Ensuring a diverse and inclusive workplace where we learn from each other is core to Kate Farms’ values. We are an equal opportunity employer and fully

focused on equality; we believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different. We invite you to come do the best work of your life with us at Kate Farms.

POSITION OVERVIEW

The FP&A Director will be responsible for performing financial modeling and analysis, designing and preparing financial plans and budgets as well as analyzing, interpreting and communicating financial information to the Executive team. This individual will manage Kate Farms’ consolidated P&L financial reporting and forecasting, and partner closely with leaders across the company to deliver accurate and actionable insights. The FP&A Director will play an integral role in driving value across the company and apply financial expertise to inform our overall strategy.

The FP&A Director reports to the Vice President of Finance.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Lead our consolidated P&L reporting and forecasting processes (monthly, quarterly, annual and long-range plan) with high degree of accuracy and transparency.
• Own total revenue forecast and related analyses, providing greater visibility into emerging trends.
• Build and enhance robust financial models through a strategic lens as well as collaborate cross-functionally with business partners to highlight trends and assess business risks and opportunities.
• Enhance and own various key metrics reporting, including headcount, to support business decisions and optimize resource allocation.
• Monitor key trends and assumptions on capital expenditures and operating expenses to optimize free cash flow.
• Prepare and present analyses, forecasts and recommendations to Executive team to support critical decisions for the company.
• Leverage various financial systems to automate and scale current processes to support Kate Farms’ rapid growth. In particular, evaluate and recommend advisability of implementing a planning system such as Workday Adaptive.
• Work closely with accounting in monthly close process to ensure timeliness and accuracy of entries.

MINIMUM JOB REQUIREMENTS

• BA or BS in business, finance, economics, accounting or related fields.
• 12+ years of experience in FP&A or similar position, including 2+ years at another high-growth company, with emphasis on forecasting, financial analysis and financial modeling.
• Expertise in Microsoft Office (Excel, PowerPoint and Word). Advanced modeling skills required.
• Expertise with financial and ERP systems such as Workday Adaptive Planning, Power BI, MS Business Central and Salesforce.
• Track record of thinking strategically about complex business problems and influencing leadership decisions through clear communication of data analysis.
• Excellent verbal and written communication skills.
• Strong understanding of US GAAP and financial concepts.
• Comfortable in a fast-paced, dynamic environment and able to operate with limited information or guidance at times.
• Strong analytical skills with the ability to collect, manipulate, analyze and disseminate significant amounts of information with attention to detail and accuracy.
• Demonstrated strong interpersonal skills and the ability to work well with partners at all levels of the organization.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the essential functions of the job, the employee will be required to bend, stoop, kneel, reach and climb stairs.
• Ability to sit at a computer for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position will work in a home/office environment with regular trips to corporate office.

This position, and any position that requires presence in our office or travel, requires that, if hired, you be vaccinated against Covid-19 unless you need a reasonable accommodation due to sincerely held religious beliefs, medical needs, or other reason protected by applicable federal, state, and local law.

In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) and New York City’s Human Rights Law (NYCHRL) we are disclosing the compensation, or a range thereof, for roles that will be, or could be performed in Colorado or New York City. If the position applied to is not located in Colorado or NYC, the following information may not apply. Salary Minimum : $ 139,408 Salary Maximum $178,147 . The base salary range above represents the low and high end of the Kate Farms salary range for this position. This range will vary and may be above or below the range based on various factors including but not limited to location, experience, internal pay alignment, and performance. The range listed is just one component of Kate Farms’ total compensation package for employees. Other rewards may include annual bonuses and short- and long- term incentives.

Kate Farms cares well for its employees and it shows through the provision of standout benefits such as Medical, Dental, Vision, Life Insurance, FSA, 401k Retirement Plan, Paid Time Off , Remote Work options, and many more outstanding company perks.