What are the responsibilities and job description for the Director of Financial Planning & Analysis (FP&A) position at Bevi?
Bevi is on a mission to disrupt the beverage supply chain and replace single-use water bottles with smart water machines. Thousands of companies use Bevi to sustainably provide their employees with pure, sparkling, and flavored water at work. As the market leader in IoT-enabled beverage machines, we've raised over $160M in venture capital and we have grown tremendously each year since launch. In addition to maintaining hypergrowth with our current product line, Bevi is heavily investing in new product development.
The Director of Financial Planning & Analysis (FP&A) will play a critical role in shaping Bevi's financial strategy, ensuring alignment with the company's growth objectives, and driving data-informed decision-making. Reporting to the CFO, this role will oversee budgeting, forecasting, performance analysis, and strategic financial planning, providing insights that directly impact business decisions.
What You'll Do{{:}
sWho You Are{{:
The Director of Financial Planning & Analysis (FP&A) will play a critical role in shaping Bevi's financial strategy, ensuring alignment with the company's growth objectives, and driving data-informed decision-making. Reporting to the CFO, this role will oversee budgeting, forecasting, performance analysis, and strategic financial planning, providing insights that directly impact business decisions.
What You'll Do{{:}
- }Lead the company's budgeting and forecasting processes, providing strategic insights to drive growth and operational efficienc
- yDevelop and maintain robust financial models and reports to analyze performance, forecast revenue and expenses, and identify key trend
- sBuild and implement a data-driven financial planning framework to improve decision-making across the organizatio
- nTrack and report key performance indicators (KPIs), ensuring timely delivery of insights to leadershi
- pConduct in-depth financial analysis, including variance analysis, cost structures, and profitability, to optimize efficiency and margin
- sProvide strategic financial guidance on major business initiatives, collaborating with senior leadership to ensure alignment with company goal
- sPartner cross-functionally to improve operational performance and resource allocation, leveraging data-driven insight
sWho You Are{{:
- }}Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CFA preferr
- ed8-10 years of progressive FP&A experience, with 3-5 years in a senior FP&A or financial strategy ro
- leBackground in investment banking, private equity, equity research, or consulting is a pl
- :}}Strong financial modeling and data analysis expertise, with the ability to translate complex data into actionable insig
- htsExperience with financial planning software and ERP syst
- emsKnowledge of advanced financial planning tools and technolog
- iesExceptional communication and storytelling skills, with the ability to present financial insights to non-financial stakehold
- ersStrong problem-solving skills, business acumen, and strategic think
- itsComprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by emplo
- yer401(k) with company match, and environmentally responsible investment opti
- onsFlexible PTO plus 12 company holidays, and additional paid days for sick leave, etc (including sustainability or social justice volunteer even
- ts)Generous fully paid parental leave for both birth parents and non-birth pare
- ntsFully employer paid disability and life insuran
- cesWellness and fitness reimburseme
- ntsMonthly stipends for cell phone use and commuting co
- stsOnsite snacks, weekly catered lunch, and (of course) unlimited Bevi ... plus composting and terracycling,
- tooHappy hours, team-building events, bagel breakfasts, Hero awards - and mo