Planning & Forecasting Infrastructure
◦ Design and implement a bottoms-up financial planning model scalable across a rapidly growing retail footprint with isolated pricing and margin dynamics at the market level.
◦ Own the full planning and forecasting process — budgeting, reforecasting, and long-range planning — and build the governance framework around it.
◦ Build a real-time data and reporting infrastructure that gives operators and leadership actionable financial intelligence without analyst intermediation.
◦ Own cash forecasting as a process discipline — the model and methodology, not the banking.
Cross-Functional Partnership
◦ Serve as the planning resource for all market finance leads across the organization, ensuring consistency of process and model across markets.
◦ Partner with Corporate Development to support transaction modeling and capital allocation analysis, freeing Corp Dev to focus on deal execution.
◦ Integrate newly acquired markets into the planning model and governance framework on an ongoing basis as the company continues to grow.
◦ Collaborate with operations, legal, and HR to ensure financial plans reflect ground-level realities across all markets.
Analytics & Business Intelligence
◦ Own KPI design and reporting across the retail portfolio — build the metrics that matter and ensure they flow to the right people at the right time.
◦ Partner with the analytics and technology teams to ensure the reporting layer is automated, reliable, and scalable.
◦ Translate complex financial data into clear, actionable insights for operators, the CFO, and the executive team.
Leadership & Governance
◦ Establish and maintain a planning governance framework that is rigorous but lean — process as infrastructure, not bureaucracy.
◦ Build and develop a small, high-leverage team over time as the function matures.
◦ Serve as a trusted advisor to the CFO and senior leadership on all matters related to planning, forecasting, and financial performance.
What you've accomplished:
Education & Certification
◦ Bachelor’s degree in Finance, Accounting, Economics, or related field required.
◦ MBA or CPA a plus.
Experience
◦ 10+ years of progressive FP&A experience, with at least 3–5 years in a senior leadership role.
◦ Demonstrated experience building planning infrastructure from scratch — not inheriting a mature function.
◦ Multi-site retail, consumer, or highly acquisitive company experience strongly preferred.
◦ Public company experience required — comfort with the cadence and rigor of external reporting and investor expectations.
◦ Cannabis industry experience a plus but not required.
Skills & Attributes
◦ Strong systems orientation — experience with planning tools (Adaptive Insights, Pigment, Anaplan, or equivalent) and BI/reporting layers.
◦ Operator mindset — as comfortable discussing store-level contribution margin with a GM as presenting to the CFO.
◦ Low ego, high output — this is a builder role, not a manager role.
◦ Exceptional analytical and financial modeling skills.
◦ Strong communicator with the ability to distill complexity into clear, actionable guidance.
◦ High integrity, low drama, and a bias toward action.