Director of Financial Planning & Analysis (FP&A)

Bevi is on a mission to disrupt the beverage supply chain and replace single-use water bottles with smart water machines. Thousands of companies use Bevi to sustainably provide their employees with pure, sparkling, and flavored water at work. As the market leader in IoT-enabled beverage machines, we’ve raised over $160M in venture capital and we have grown tremendously each year since launch. In addition to maintaining hypergrowth with our current product line, Bevi is heavily investing in new product development.

The Director of Financial Planning & Analysis (FP&A) will play a critical role in shaping Bevi’s financial strategy, ensuring alignment with the company’s growth objectives, and driving data-informed decision-making. Reporting to the CFO, this role will oversee budgeting, forecasting, performance analysis, and strategic financial planning, providing insights that directly impact business decisions.

Your Day to Day

• Lead the company’s budgeting and forecasting processes, providing strategic insights to drive growth and operational efficiency.
• Develop and maintain robust financial models and reports to analyze performance, forecast revenue and expenses, and identify key trends.
• Build and implement a data-driven financial planning framework to improve decision-making across the organization.
• Track and report key performance indicators (KPIs), ensuring timely delivery of insights to leadership.
• Conduct in-depth financial analysis, including variance analysis, cost structures, and profitability, to optimize efficiency and margins.
• Provide strategic financial guidance on major business initiatives, collaborating with senior leadership to ensure alignment with company goals.
• Partner cross-functionally to improve operational performance and resource allocation, leveraging data-driven insights.
• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CFA preferred.
• 8-10 years of progressive FP&A experience, with 3-5 years in a senior FP&A or financial strategy role.
• Background in investment banking, private equity, equity research, or consulting is a plus.
• Strong financial modeling and data analysis expertise, with the ability to translate complex data into actionable insights.
• Experience with financial planning software and ERP systems.
• Knowledge of advanced financial planning tools and technologies.
• Exceptional communication and storytelling skills, with the ability to present financial insights to non-financial stakeholders.
• Strong problem-solving skills, business acumen, and strategic thinking.
• Comprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by employer
• 401(k) with company match, and environmentally responsible investment options
• Flexible PTO plus 12 company holidays, and additional paid days for sick leave, etc (including sustainability or social justice volunteer events)
• Generous fully paid parental leave for both birth parents and non-birth parents
• Fully employer paid disability and life insurances
• Wellness and fitness reimbursements
• Monthly stipends for cell phone use and commuting costs
• Onsite snacks, weekly catered lunch, and (of course) unlimited Bevi ... plus composting and terracycling, too
• Happy hours, team-building events, bagel breakfasts, Hero awards - and more!

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