Kate McLeod · 22 hours ago
Sr Finance and Operations Manager
New York, NY
Full-time
Hybrid
Senior Level
5+ years expKate McLeod creates solid body care that delivers concentrated moisture using pure plant butters. They are seeking a strategic Finance leader to manage forecasting, demand planning, and P&L management as the business scales.
BeautyManufacturingPersonal Health
Responsibilities
Own the company’s multi-year revenue, margin, and profitability forecast, in partnership with leadership
Translate the long-range plan into an annual budget and rolling in-year forecast
Lead the monthly re-forecasting process, coordinating inputs across Commercial, Marketing, and Operations
Continuously improve forecast accuracy, structure, and planning processes as the business scales
Serve as a thought partner to leadership on trade-offs between growth, margin, and investment
Own the integrated demand, supply, and inventory plan, translating commercial forecasts and operational constraints into a single production plan the business operates against
Build and maintain the supply forecast and production plan, incorporating sales inputs, inventory targets, production capacity, lead times, and cost implications
Partner closely with Operations and Supply Chain to align on assumptions, surface constraints, and resolve trade-offs between growth, margin, inventory, and cash
Lead scenario and sensitivity analyses to support planning under uncertainty, including capacity constraints, demand volatility, and cost changes
Set inventory targets and quantify working capital impact, supporting leadership decisions on build-ahead, stock risk, and service levels
Own month-end P&L management, including variance analysis versus forecast and management reporting
Partner with Accounting to ensure accurate revenue recognition, inventory accounting, and cost allocation
Prepare clear, executive-ready explanations of actuals vs. forecast that explain performance drivers and implications for the forecast
Develop margin bridges and performance diagnostics by channel, product, and customer
Build and maintain customer- and product-level profitability models
Support pricing, discounting, promotional, and mix decisions with data-driven analysis
Identify key margin drivers and performance trends to inform strategic and tactical decisions
Partner with Commercial and Marketing teams to evaluate growth initiatives and trade-offs
Develop and maintain financial models, dashboards, and KPIs to support leadership decision-making
Ensure a clear single source of truth for revenue, COGS, inventory, and operating assumptions
Provide ad hoc analysis for growth initiatives, new product launches, and operational improvements, prioritizing highest impact opportunities
Qualification
Required
5–7+ years of experience in Brand Finance, FP&A, or a related role, ideally in a startup or high-growth environment
Experience in manufacturing, CPG, DTC, or inventory-heavy businesses strongly preferred
Strong understanding of forecasting, with experience in both demand and supply forecasting
Experience owning month-end P&L analysis and partnering closely with Accounting and cross-functional partners
Experience building financial infrastructure from scratch or through rapid scale is a plus
Strong business judgment and ability to operate independently with limited structure
Clear communicator who can influence across functions
Advanced Excel / Google Sheets skills required
Preferred
Experience with Netsuite strongly preferred
Benefits
Health, dental, and vision insurance
PTO and paid holidays
401k
Hybrid work schedule
Exclusive employee discounts
Company
Kate McLeod
Kate McLeod manufactures and supplies beauty and skin care products.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nichola Tucker Gray
Co-Founder & CEO
Kate McLeod
Founder & Formulator
Recent News
2024-04-08
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