What are the responsibilities and job description for the Senior Financial Analyst, Financial Planning & Analysis (Smartpak) position at Covetrus?
Company Overview:
SmartPak is on a mission to create a world where every horse thrives, living its best life every day. Based in Plymouth, Massachusetts, we are a direct-to-consumer ecommerce Equine business specializing in patented subscription-based supplements known as "SmartPaks”.
Since 1999, we've connected the equine community through our passion and love for horses and their health. Our story is being written by remarkable people with innovative ideas who are the inspiration and foundation for our future success. We’re proud to have gained the trust of the equine community through our impressive product offerings and are positioned to successfully maintain our market leadership.
At SmartPak, we are building a culture of inclusion that is grounded in the principles of respect, kindness, and a sense of belonging for all. We are committed to modeling our values while setting the highest standards for performance, ownership and accountability of our deliverables.
Here, you can expect to participate and collaborate fully on dynamic teams and make meaningful contributions every day. You can also expect to grow, innovate, inspire, and feel supported in building a rewarding career. If this speaks to you, we invite you to come and write the next chapters of our story with us.
What role will you play in helping us write the next chapter?
Reporting to the CFO of SmartPak and partnering closely with the CRO (Chief Revenue Officer) and CMO (Chief Marketing Officer), you will be responsible for leading the financial planning and analysis function for the organization and act as a guardian of financial insights for the commercial business. You will perform this responsibility with a high degree of diplomacy and independence while ensuring seamless and proactive communication with the executive leadership team.
As a privately held and PE backed company with an aggressive growth agenda, SmartPak requires strong financial partnership, planning, and support across the business. You will play a key role in developing and implementing financial strategies to support company’s growth, marketing and profitability goals. Your work will provide critical financial trends and insights that directly impact the future direction of SmartPak’s growth in horse health and wellness categories.
Primary Accountabilities:
Orchestrating Financial Excellence: Serving as a business partner to the CRO and CMO, you are a key contact for financial inquiries and will play an instrumental role in forecasting revenue and product level profitability. You will work closely with the accounting team, ensuring that the monthly, quarterly and annual reporting & forecasting provide both short and long-term views of our business trajectory. This is a highly visible role that requires a high degree of cross-functional collaboration and use of judgement and knowledge of priorities and actions to alert CEO, CFO and ELT, on emerging trends.
Developing accurate and achievable financial forecasts and plans: Work in collaboration with the leadership teams of the CRO and CMO to forecast and improve financial results of the commercial teams. Provide guidance based on sound financial analysis and projections. Develop and refine analyses that measure the financial impact of trade and marketing spending and provide insights on gross profit performance. Work closely with business team to identify and quantify corrective actions as needed to ensure delivery of business and financial performance. As required, participate in high level meetings to capture key plans for future development.
Monthly operating reviews and leadership meetings – Monitor and report on key financial and operational metrics, highlighting trends and analyzing variances to budget and forecast. You will lead monthly meetings with key members of the commercial business, share insights on performance and develop detailed annual budgets and recurring forecasts with the team. You will support developing materials and preparing for monthly operating reviews, town halls and other executive leadership team meetings.
Shape the long-term strategic and financial planning - Collaborate with cross-functional teams and provide insights to drive process improvements and efficiencies that inform the ELT for long range planning.
Proactive & Insightful Partnership - Oversee special projects and initiatives as necessary. Drive innovation in processes, systems, and technology to help the company scale in this next phase of growth.
Qualifications and other competencies:
Experience: Minimum 5-years’ experience in high-growth technology or consumer product company, preferably in a progressive divisional or corporate head of FP&A positions. A proven track record of success in a leadership capacity. Experience in a rapid, large-scale growth is preferred.
Education: Bachelor’s degree in finance, accounting or related field. MBA or CPA preferred.
Professional maturity: Ability to display professional maturity and possess a broad understanding of the company's business, policies, and practices. Ability to uphold safety standards, while being an active participant in continuous process improvement on the job.
Analytical, organizational, and problem-solving skills: Exceptional analytical, problem solving and organizational skills. Proven ability to plan, set targets, model, and forecast with accuracy, and to always know where the company is in relation to internal models/targets.
Attention to detail: Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment.
Role model for Integrity and Honesty: Has the highest standards of integrity and honesty. Has the courage to do the right thing and bring forward any practice or situation that is not aligned with our values and company policies or that has the potential to harm or hinder company’s progress.
Role model for SmartPak’s Values: Operates with an ownership mindset and has the courage to voice opinions and highlight any anticipated challenges. Works with a strong focus on building relationships and creating an exceptional, inclusive experience, for all internal and external stakeholders. A well-organized and self-directed individual who is a consummate collaborator.
Demonstrating a highly collaborative and teamwork style will be essential to success.
Effective interpersonal and communication skills: Senior presence with thoughtful, articulate communication style with strong written and verbal communication skills. Proactive communication is key with a structured thinking process and the ability to communicate clearly.
High Performance & Accountability: Demonstrates a strong bias for action and execution with an ability to work cooperatively and collaboratively with all levels of employees and leadership. Operates with dedication and commitment to the organization and takes personal responsibility of results. Works as a team player who is dependable and accountable.
Self-aware: Solicits feedback from stakeholders and is very much aware of personal strengths and opportunities. Owns personal development to compliment skills and fill capability gaps.
Decision-Making: Ability to make administrative decisions. Skilled in fostering a cooperative work environment. Proficient in planning, developing, and coordinating multiple events or projects.
Additional Responsibilities: Perform other duties as assigned.
PHYSICAL DEMANDS/WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an 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.
SmartPak is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
We offer the following benefits for you to take advantage of while you are here provided you meet the eligibility requirements under each governing program:
SmartPak is on a mission to create a world where every horse thrives, living its best life every day. Based in Plymouth, Massachusetts, we are a direct-to-consumer ecommerce Equine business specializing in patented subscription-based supplements known as "SmartPaks”.
Since 1999, we've connected the equine community through our passion and love for horses and their health. Our story is being written by remarkable people with innovative ideas who are the inspiration and foundation for our future success. We’re proud to have gained the trust of the equine community through our impressive product offerings and are positioned to successfully maintain our market leadership.
At SmartPak, we are building a culture of inclusion that is grounded in the principles of respect, kindness, and a sense of belonging for all. We are committed to modeling our values while setting the highest standards for performance, ownership and accountability of our deliverables.
Here, you can expect to participate and collaborate fully on dynamic teams and make meaningful contributions every day. You can also expect to grow, innovate, inspire, and feel supported in building a rewarding career. If this speaks to you, we invite you to come and write the next chapters of our story with us.
What role will you play in helping us write the next chapter?
Reporting to the CFO of SmartPak and partnering closely with the CRO (Chief Revenue Officer) and CMO (Chief Marketing Officer), you will be responsible for leading the financial planning and analysis function for the organization and act as a guardian of financial insights for the commercial business. You will perform this responsibility with a high degree of diplomacy and independence while ensuring seamless and proactive communication with the executive leadership team.
As a privately held and PE backed company with an aggressive growth agenda, SmartPak requires strong financial partnership, planning, and support across the business. You will play a key role in developing and implementing financial strategies to support company’s growth, marketing and profitability goals. Your work will provide critical financial trends and insights that directly impact the future direction of SmartPak’s growth in horse health and wellness categories.
Primary Accountabilities:
Orchestrating Financial Excellence: Serving as a business partner to the CRO and CMO, you are a key contact for financial inquiries and will play an instrumental role in forecasting revenue and product level profitability. You will work closely with the accounting team, ensuring that the monthly, quarterly and annual reporting & forecasting provide both short and long-term views of our business trajectory. This is a highly visible role that requires a high degree of cross-functional collaboration and use of judgement and knowledge of priorities and actions to alert CEO, CFO and ELT, on emerging trends.
Developing accurate and achievable financial forecasts and plans: Work in collaboration with the leadership teams of the CRO and CMO to forecast and improve financial results of the commercial teams. Provide guidance based on sound financial analysis and projections. Develop and refine analyses that measure the financial impact of trade and marketing spending and provide insights on gross profit performance. Work closely with business team to identify and quantify corrective actions as needed to ensure delivery of business and financial performance. As required, participate in high level meetings to capture key plans for future development.
Monthly operating reviews and leadership meetings – Monitor and report on key financial and operational metrics, highlighting trends and analyzing variances to budget and forecast. You will lead monthly meetings with key members of the commercial business, share insights on performance and develop detailed annual budgets and recurring forecasts with the team. You will support developing materials and preparing for monthly operating reviews, town halls and other executive leadership team meetings.
Shape the long-term strategic and financial planning - Collaborate with cross-functional teams and provide insights to drive process improvements and efficiencies that inform the ELT for long range planning.
Proactive & Insightful Partnership - Oversee special projects and initiatives as necessary. Drive innovation in processes, systems, and technology to help the company scale in this next phase of growth.
Qualifications and other competencies:
Experience: Minimum 5-years’ experience in high-growth technology or consumer product company, preferably in a progressive divisional or corporate head of FP&A positions. A proven track record of success in a leadership capacity. Experience in a rapid, large-scale growth is preferred.
Education: Bachelor’s degree in finance, accounting or related field. MBA or CPA preferred.
Professional maturity: Ability to display professional maturity and possess a broad understanding of the company's business, policies, and practices. Ability to uphold safety standards, while being an active participant in continuous process improvement on the job.
Analytical, organizational, and problem-solving skills: Exceptional analytical, problem solving and organizational skills. Proven ability to plan, set targets, model, and forecast with accuracy, and to always know where the company is in relation to internal models/targets.
Attention to detail: Superb attention to detail and the ability to prioritize and deliver in a fast-paced environment.
Role model for Integrity and Honesty: Has the highest standards of integrity and honesty. Has the courage to do the right thing and bring forward any practice or situation that is not aligned with our values and company policies or that has the potential to harm or hinder company’s progress.
Role model for SmartPak’s Values: Operates with an ownership mindset and has the courage to voice opinions and highlight any anticipated challenges. Works with a strong focus on building relationships and creating an exceptional, inclusive experience, for all internal and external stakeholders. A well-organized and self-directed individual who is a consummate collaborator.
Demonstrating a highly collaborative and teamwork style will be essential to success.
Effective interpersonal and communication skills: Senior presence with thoughtful, articulate communication style with strong written and verbal communication skills. Proactive communication is key with a structured thinking process and the ability to communicate clearly.
High Performance & Accountability: Demonstrates a strong bias for action and execution with an ability to work cooperatively and collaboratively with all levels of employees and leadership. Operates with dedication and commitment to the organization and takes personal responsibility of results. Works as a team player who is dependable and accountable.
Self-aware: Solicits feedback from stakeholders and is very much aware of personal strengths and opportunities. Owns personal development to compliment skills and fill capability gaps.
Decision-Making: Ability to make administrative decisions. Skilled in fostering a cooperative work environment. Proficient in planning, developing, and coordinating multiple events or projects.
Additional Responsibilities: Perform other duties as assigned.
PHYSICAL DEMANDS/WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an 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.
SmartPak is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
We offer the following benefits for you to take advantage of while you are here provided you meet the eligibility requirements under each governing program:
- 401k savings & company match
- Paid time off
- Paid holidays
- Maternity leave
- Parental leave
- Military leave
- Other leaves of absence
- Health, dental, and vision benefits
- Health savings accounts
- Flexible spending accounts
- Life & disability benefits
- Identity theft protection
- Pet insurance
- Sales Positions are eligible for a Variable Incentive
- Certain positions may include eligibility for a short term incentive plan
