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Financial Planning and Analysis Manager

CannabizTeam - Executive Search and Staffing
San Jose, CA Full Time
POSTED ON 4/8/2025 CLOSED ON 4/14/2025

What are the responsibilities and job description for the Financial Planning and Analysis Manager position at CannabizTeam - Executive Search and Staffing?

Our client, a leading cannabis company is seeking a highly skilled FP&A Manager with experience in mergers and acquisitions (M&A). This role is critical in driving financial planning, analysis, and strategic decision-making across the organization. The ideal candidate will possess strong analytical skills, industry knowledge, and a proven track record in FP&A and M&A activities, particularly within dynamic, high-growth environments like cannabis or regulated industries.


**This is hybrid role, based out of California, or Denver, CO


Key Responsibilities

  • Financial Planning & Forecasting: Lead the development of annual budgets, quarterly forecasts, and long-term financial plans aligned with organizational goals.
  • M&A Support: Conduct financial due diligence, valuation modeling, and integration planning for mergers and acquisitions. Collaborate with cross-functional teams to ensure seamless post-merger integration.
  • Strategic Analysis: Provide insights into business performance through detailed variance analysis, KPI tracking, and operational metrics reporting. Develop actionable recommendations for leadership.
  • Reporting & Insights: Prepare monthly, quarterly, and annual financial reports. Present findings to executives to guide strategic decisions.
  • Business Partnering: Collaborate with department heads across cultivation, manufacturing, retail, and distribution to align financial plans with business strategies.
  • Process Improvement: Design and implement financial tools, frameworks, and best practices to improve operational efficiency and data integrity.
  • Leadership & Collaboration: Partner with senior management to drive strategic initiatives and provide financial expertise during key business discussions.


Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s/MBA preferred).
  • 6–10 years of FP&A experience; cannabis or regulated industry experience strongly preferred.
  • Proven expertise in M&A processes including financial modeling, due diligence, and integration.
  • Advanced proficiency in Excel, Power BI/Tableau (or similar visualization tools), and financial planning systems.
  • Strong understanding of financial statements and P&L management.
  • Exceptional communication skills to present complex data effectively to stakeholders at all levels.
  • Ability to thrive in a fast-paced environment while managing multiple priorities.

Preferred Skills

  • Experience working in high-growth environments or consumer-packaged goods (CPG) industries.
  • Working knowledge of SQL or Adaptive Insights is a plus.
  • Demonstrated ability to lead cross-functional teams during M&A projects.


Compensation: $180-$195,000 plus bonus and benefits


If this sounds like the position you have been waiting for, please apply using the online application or the link below - all inquiries are strictly confidential. Our focus is to assist you to make your best next career move, and we will not use your information for any other purpose.

CannabizTeam is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

www.CannabizTeam.com

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