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Westborough

    Manager of Financial Planning - Westborough, United States - Holistic Industries

    Holistic Industries
    Holistic Industries Westborough, United States

    1 week ago

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    Description

    About this job:


    The purpose of the Financial Planning & Analysis Manager role is to help drive profitable growth and strength into the future.

    This position is responsible for supporting financial planning, analysis and strategy of our multi-state cannabis company.

    This role will allow you to work directly with the finance leadership to optimize business operations and results by preparing monthly and quarterly financial reports across business units, leading the budgeting and forecasting process, and supporting strategic decision-making.


    This role is highly collaborative, requires creative thinking, strong organizational skills, attention to detail and ability to work independently with limited oversight.

    The ideal candidate is a self-starter who is comfortable with change, enjoys a very fast pace, and can juggle many tasks across multiple disciplines while meeting deadlines

    Duties include the following. Other duties may be assigned.

    FP&A and Business Unit Collaboration


    Partner with key leads within each business unit to track and improve financial and non-financial KPIs to be included in monthly, quarterly, and annual reporting to the Executive Team and investors, including competitive benchmarking.

    Prepare and monitor business unit level revenue projections, expense forecasts, and budgets.

    Analyze and monitor financial reports, forecasts, and internal controls, making recommendations based on your analysis for optimization.

    Develop and continually improve budgeting, financial projections and operating forecasts.

    Data Analytics and Process Improvement


    Work very closely with data analytics to manage and improve data sources, synthesize information, and utilize results for efficient and detailed reporting to management.

    Establish, document, and maintain financial/operation policies and processes.

    Provide insights into internal and external data trends to inform business decisions.


    Build new processes and enhance existing processes by working with the Technology Department to automate and scale Holistic's business operations.

    Understand market trends and competition within the cannabis space


    About You:
    General

    Regulations require that incumbent be at least 21 years of age and able to obtain and maintain medical marijuana work credentials


    Education/Experience:
    Minimum 5 years of progressive Corporate Finance, Accounting, or Investment Banking experience

    Bachelor's degree required in Accounting, Finance, Economics, or related field

    Experience in financial modeling, FP&A, business analysis and analytics


    Technological Skills:
    Expert Microsoft Office skills, particularly MS Excel (macros, pivot tables, etc.) and PowerPoint

    Proven experience in building strong financial models required.

    Experience in data analytics tools.


    Required Knowledge and Skills:
    Demonstrated ability to identify and improve key financial metrics.

    Excellent skills in three-statement modeling, including working capital.

    Working knowledge of GAAP accounting standards

    Advanced experience with data manipulation and synthesis

    Experience with visualization tools, e.g. PowerBI, Tableau, etc.


    Excellent ability to take initiative and demonstrated ability to work independently, but also collaborate and partner effectively with all levels of an organization.

    Strong intellectual curiosity and creative problem-solving skills.

    Excellent written and verbal communication skills

    Honesty and integrity

    #ZR

    #J-18808-Ljbffr
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