Director, Financial Planning

ABOUT US

Elevation Capital is a group of internationally impactful companies spanning consumer packaged goods, hospitality, technology, real estate, non-profit, and venture funding. Run by a highly entrepreneurial self-made founder, and supported by a team of highly capable executives across business units, the business operates globally with interests in the US, Canada, Europe, and the Caribbean. With wholly owned companies in various growth stages and an expanding investment portfolio, this group collectively serves a global vision to create an evolved world where humanity reaches its highest potential. Our mission is to create and deploy capital for a better world.

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WHAT YOU'LL DO

As Director of FP&A, you will be a member of a high-energy, dynamic and rapidly scaling organization. This is a hands-on results-driven position, with responsibility for helping to shape the financial strategy of our fast growing business. The position will operate cross-functionally across departments to drive business performance and profitability. This high-energy job requires providing critical financial insights, forecasts, and analysis to support decision-making. A key to success in this role is a focus on precise financial planning.

WHO YOU ARE

• Intelligent - You have a way of breaking through challenges and coming up with creative solutions both as a team and independently. Intelligent people like to talk with you because you are bright and insightful, yet you have a special kind of humility which is alluring and builds long lasting friendships with a wide variety of people.
• Highly Organized - You are proficient at establishing business operating systems to manage large amounts of complex data and can execute at a high pace, in environments of rapid change, high pressure, and complexity.
• Systematic - You are a highly technically adept and capable systems thinker who operates in a detailed and documented manner. Building with continual process innovation you set up processes, controls, visibility to support efficient and effective growth. You use KPIs and Metrics to report in on status and progress

RESPONSIBILITIES

• Develop and execute the financial planning process, including budgeting, forecasting, and long-range planning.
• Provide strategic financial guidance to senior leadership based on comprehensive analysis of financial trends and business objectives.
• Oversee the preparation of insightful and accurate financial reports, pricing analysis, KPI dashboards, and ad-hoc analyses.
• Interpret financial results, identify variances, and proactively recommend corrective actions.
• Build, define and monitor key performance indicators (KPIs) to assess business performance and track progress towards financial goals.
• Implement systems and processes for ongoing measurement and reporting of financial and operational metrics.
• Provide critical financial insights and analysis to support the development and execution of the company's strategic plan.

REQUIREMENTS

• Bachelor's degree in Finance or Accounting (MBA/CPA preferred).
• 4+ years multi-brand portfolio experience in consumer packaged goods
• 6 years of progressive experience in financial planning and analysis
• Expert level in excel, google sheets, and other financial modeling tools
• Strong proficiency in financial modeling, forecasting, and budgeting.
• Knowledge of financial systems and tools (e.g., Netsuite, Google Sheets, Excel, Word & Teams)
• Excellent communication and presentation skills, with the ability to convey complex financial information in a clear and concise manner.
• Proven track record of strategic thinking, problem-solving, and decision-making.

COMPENSATION

An aggressive base salary will be provided in this position, with an additional lucrative bonus plan based on performance. Full medical benefits are provided as part of this role. Options/equity will be provided to suitable candidates after completion of the first 90 days. This role also provides the opportunity for advancement in role, function, and pay.