Financial Planning & Analysis (FP&A) Manager

Company Overview:

Upgrade to see actual info INC, a trailblazer in the Direct-to-Consumer (D2C) sector, operates across diverse categories including Consumer Electronics, Home Goods, and Outdoor products. Poised to join the 9-digit sales club in 2024, our team of 16 full-time US employees, 4 independent contractors (ICs) in China, and 30 additional ICs globally, is driven by our mission to deliver "must-have" products and solutions. Our entrepreneurial, innovative, committed, passionate, giving, and diverse corporate values guide us in enhancing our customers' lives every day.

Key Responsibilities:

Establish Financial Models: Lead the development of comprehensive financial models from the ground up to support strategic planning, budgeting, forecasting, and scenario analysis. Ensure these models accurately reflect the company’s operations and future financial trajectories.

Model Validation and Improvement: Regularly review and validate financial models for accuracy and relevance. Incorporate new data, insights, and feedback to continuously refine and enhance these models, ensuring they remain aligned with the company’s strategic objectives and market conditions.

Establish SOPs: Develop and implement Standard Operating Procedures (SOPs) for the financial planning and analysis function. Ensure these SOPs standardize best practices in financial modeling, budgeting, forecasting, and analysis across the company.
Retail Industry Analysis: Leverage deep knowledge of retail operations and financial strategies to analyze and optimize inventory management, sales forecasting, and cost-saving opportunities.

Scenario Planning and Analysis: Utilize financial models for effective scenario planning, assisting the company in anticipating various future states and understanding the financial impact of different strategic options.

Cross-Functional Collaboration: Work closely with departments across the company, including sales, marketing, operations, and supply chain, to ensure financial plans are well-integrated with company strategy and operational capabilities.

Training and Support: Provide guidance and training to teaUpgrade to see actual infombers on financial modeling, analysis, and the application of SOPs, enhancing the financial acumen within the company.

Required Qualifications:

Education and Experience: Bachelor’s degree in Finance, Accounting, Business, or related field required. MBA or professional certification (e.g., CFA, CPA) preferred. A minimum of 5 years of FP&A experience, specifically within the retail sector, is essential.

Financial Modeling and SOP Expertise: Proven ability in building and validating financial models from scratch, with experience in establishing and implementing SOPs for financial planning and analysis processes.

Retail Industry Experience: Strong background in retail business operations, including inventory planning and management, sales forecasting, and financial analysis related to consumer goods or electronics.

Analytical Skills and Technological Proficiency: Advanced analytical abilities and expertise in Excel, ERP, and inventory management systems. Knowledge of SQL, Python, or similar tools is a plus.

Communication and Collaboration: Exceptional communication skills, with the ability to collaborate effectively across multiple departments and provide insights that influence strategic decisions.

Working Conditions:

Full-time position starting at 40 hours per week with potential for role expansion.
Remote work with no current requirement for travel.


Competitive salary based on experience.

Application Process:

Qualified candidates are encouraged to submit a resume and a cover letter highlighting their experience and achievements, and how they can contribute to the success of Upgrade to see actual info INC.

About Upgrade to see actual info INC:

Join us and be a part of a dynamic team that is passionate about innovation, excellence, and making a meaningful difference in the lives of our customers. At Upgrade to see actual info INC, you’ll find opportunities for growth, creativity, and the chance to be part of an exciting journey in redefining the D2C landscape.