Director of Financial Planning and Analysis

Director of Financial Planning & Analysis Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it’s medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. The Director of Financial Planning & Analysis (FP&A) will be a key leader within the finance organization, responsible for managing the company’s financial planning processes, forecasting, budgeting, and strategic analysis. This role will partner closely with senior leadership and department heads to provide financial insights that guide decision-making, improve profitability, and support long-term business growth. The Director will directly oversee two FP&A professionals and personally own the sales and cost of goods sold (COGS) budgeting and forecasting. This position requires a proactive, business-partner mindset and a high level of ownership. The Director is expected to challenge and validate forecast assumptions, provide deep analytical insights, and help shape financial strategy in collaboration with Sales leadership. This is a critical role for driving financial visibility and accountability across all revenue channels, including wholesale, DTC, and marketplace. This is a full-time role based in our corporate office in Sherman Oaks, CA. Salary Range : $170,000 -$185,000 DOE Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office What Your Day Looks Like Leadership & Team Management Lead, mentor and develop the FP&A team to achieve and sustain high performance and foster continuous improvement. Ensure team outputs are accurate, insightful, and aligned with organizational goals. Foster collaboration across the finance team and other departments to ensure alignment on financial processes and assumptions. Budgeting & Forecasting Lead the entire company budgeting, re-forecasting, and rolling forecast processes, ensuring accuracy, consistency, and accountability across all departments. Personally develop the sales and COGS budgets and forecasts, in addition to managing the broader process. Develop and maintain detailed forecast models at customer, product, brand and channel levels. Partner with Sales and Demand Planning to validate assumptions, challenge inputs, and ensure alignment with financial goals. Performance Analysis & Reporting Build, maintain, and improve financial and operational reporting packages. Deliver clear, actionable insights into sales, gross margin, and cost drivers by brand, channel and region. Prepare monthly variance analyses and executive reporting with written commentary and business context. Track and report on KPIs, trends, and risks/opportunities to forecast. Conduct Price, Mix, Volume (PMV) analysis to explain sales and gross margin variances across brands, channels, and product categories. Business Partnership & Leadership Serve as the finance lead to Sales leadership, supporting business decisions with financial insight. Influence forecast discipline and accountability by pushing for clarity, transparency, and deeper understanding of performance drivers. Proactively engage with cross-functional teams (Demand Planning, Accounting, Supply Chain, Sales, etc.) to ensure data integrity and alignment. Collaborate with channel leaders to understand commercial strategies, seasonal impacts, and volume dynamics influencing forecast accuracy. Support pricing, promotion, and margin analysis in collaboration with Sales and Commercial Finance. Help drive forecast accountability by ensuring Sales inputs are data-driven, documented, and aligned with company goals. Process Improvement & Systems Drive automation and standardization of reporting processes and tools to improve speed, accuracy, and efficiency. Partner with internal stakeholders on continuous enhancement of planning models and BI dashboards. Contribute to ERP readiness by aligning reporting structure, data integrity, and forecasting needs with upcoming system requirements. Additional Duties Support ad hoc analyses, executive requests, and strategic projects as assigned by the VP of FP&A or CFO. What We’re Looking For Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or CPA preferred. 8+ years of progressive FP&A or financial reporting experience, with direct exposure to Sales and COGS. Prior experience in a product-based business with omnichannel revenue models is strongly preferred. Experience supporting international operations or analyzing global sales/COGS performance is a plus. Advanced Excel skills; proficiency with financial modeling, budgeting tools, and BI/reporting platforms (e.g., Power BI, Workday Adaptive Planning, Planful, Board, etc.). Proven ability to influence commercial leaders and drive business decisions through data and insight. Strong written and verbal communication skills, with the ability to “tell the story” behind the numbers. High initiative, ownership mindset, and strong attention to detail. Comfortable working in a fast-paced, collaborative, and evolving environment. What’s In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It’s the force that drives and inspires us, inside our company and out in the world. It’s why we strive to maintain a diverse and inclusive organization – an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms – including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.

Created: 2025-09-23