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Patco Brands · 12 hours ago

Financial Planning and Analysis Manager

Sausalito, CA

Full-time

Onsite

Senior Level

$135K/yr - $155K/yr

7+ years exp

Patco Brands is one of the fastest-growing beverage companies in the United States, known for its innovative ready-to-drink spirits. The FP&A team is seeking a highly motivated finance professional to support a broad range of financial analytical tasks, including budgeting, forecasting, and reporting.

Food and BeverageWholesaleWine And Spirits

H1B Sponsor Likely

Hiring Manager

Cheryl McAfee

Responsibilities

Planning/budgeting: key contributor to the annual budget process; develops/adjusts templates; leads meetings with department heads to develop plan drivers; rolls up reports, maintains data integrity; assists with budget reviews; builds budget presentations

Forecasting: run quarterly forecast exercise; provide insights to senior management

Reporting: ensure EPM data integrity; run monthly adjustments and allocations; run monthly report decks; develop new reports based on the business needs/feedback

Review and analysis: variance vs. budget/PY; PVM/MVM analysis; assist with department and brand performance reviews

Executive management support: assist with producing the MBR; assist with the quarterly board presentations; provide ad hoc analysis and insights to senior management

EPM system and data models: understand data sources; develop performance metrics; design data structures to support performance measurement; support the EPM system; and evaluate functionality for future needs

Profitability management: develop a deep understanding of our supply chain; understand sources of costs and the cost structure; support new product costing process; conduct product margin analysis; ad hoc analyses of pricing/brand spend requests; monthly/quarterly product profitability measurement

Qualification

Financial modelingGAAPData analysisMS Office (Excel)OLAP toolsConsumer goods experienceTechnical skillsMBA/MFE/MSCritical thinkingCommunication skills

Required

7+ years of work experience in an analytical capacity

Demonstrated ability for critical thinking, linking the big picture to operational insights

Proven ability to read and interpret financial statements

Solid understanding of GAAP

Manage Strong experience in financial modeling

Passion for data-driven analytical insight

Very strong technical skills

Full fluency in MS Office (Excel at expert level) and/or G Suite

Strong communication skills, ability to effectively communicate across functions and management levels

Experience with OLAP and dashboarding tools (Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes)

Consumer goods/food & beverage industry experience

Preferred

Bachelor's degree (finance/accounting/business administration or STEM plus relevant experience preferred)

MBA/MFE/MS a plus

Investment banking or management consulting experience is a plus

Experience with VIP/iDIG/Nielsen IRI is a plus

Company

Patco Brands

Patco Brands imports and distributes fruit beers, wines, and spirits.

Founded in 2018

Sacramento, California, USA

51-200 employees

https://www.patcobrands.com

H1B Sponsorship

Patco Brands has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (3)

2023 (1)

Funding

Current Stage

Growth Stage

Leadership Team

Todd Elsberg

Chief Financial Officer and Board Member

Joey Parris

Chief Marketing Officer

Recent News

PR Newswire

MPL Brands NV, Inc. d/b/a Patco Brands, Parent Company of Big Sipz, Secures Key Wins Against BuzzBallz Patents at USPTO

2026-01-16

Company data provided by crunchbase