From a fractional CFO to everyday number crunching
Solid Ratio serves as a trusted partner focused on the financial health of startup, growth-stage, and legacy companies, specializing in consumer product and direct-to-consumer brands. Whether you need CFO-level support, day-to-day accounting support, or everything in between, we’re there to handle the hard stuff so you can focus on the big stuff.
The Financial Planning & Analysis Director focuses on providing a variety of FP&A services to clients across Solid Ratio’s portfolio of consumer product companies.
In collaboration with Solid Ratio’s Finance & Accounting teams, you will work with a variety of high-growth clients to generate relevant, timely, and high-quality financial insights to drive profitable business decisions across their entire P&L.
Responsibilities:
- Build and maintain detailed financial models including P&L, Balance Sheet and Cash Flow forecasts
- Develop business performance reporting and custom KPI dashboards
- Ongoing Tracking & Reporting of all client KPIs, including sales, gross profit, contribution margin, CAC, LTV, inventory, operational metrics, customer analytics, etc.
- Work hand-in-hand with our accounting team to review and cross-check monthly client financial performance
- Perform monthly variance analyses focused on actuals vs. plan, working with our clients to understand reasons for variances and update forecast accordingly
- Proactively explore and help implement ways to optimize profitability & cash flows
- Identifying trends in financial performance and provide recommendations for improvement
- Work with clients and Solid Ratio’s finance leaders to find analytical and modeling projects outside of the normal budgeting and review process which add additional value
- Maintain processes and templates to support management-level capital planning and strategic decision-making (i.e. ROI, LTV, cost vs. benefit)
- Maintaining a rolling, up-to-date weekly cash forecast reflective of actual performance and real-time changes in operational / strategic plans
- Assist with debt financing & M&A due diligence activities
- Assist with system integration activities, which may include cross-functional software solutions and processes
- Drive process efficiency and project management across multiple client projects
Qualifications:
- Bachelor's degree, preferably in finance, accounting, economics, or related field
- Minimum of 5 years in finance-focused roles such as an FP&A role in-house at a high-growth company, management consulting, or investment banking
- Great team player with strong work ethic
- Extremely strong financial modeling and Excel skills
- You need to be proactive and a self-motivator with the ability to learn quickly
- High intellectual curiosity and passion for continuous learning
- Comfort with data and ambiguity, and an ability to delve into details and adapt to shifting priorities
- Excellent communication skills internally and with clients
- Ability to manage multiple client workstreams in an organized manner and respond to ad-hoc requests to support business decisions in timely and efficient manner
- E-Commerce and/or CPG experience highly preferred
- Shopify and/or Amazon Seller Central experience highly preferred
Benefits & Perks:
As a full-time, salaried employee of Solid Ratio, benefits include: A Competitive Salary, Profit Sharing, Generous Vacation time, Medical, Dental, Vision, and Employer contribution to your 401K
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