Sr Finance and Operations Manager na Kate McLeod
Kate McLeod · New York, Estados Unidos Da América · Hybrid
- Escritório em New York
Who We Are
Kate McLeod creates solid body care that delivers the most concentrated moisture on earth, harnessing the power of pure plant butters. Our waterless formulas melt nature’s most nourishing ingredients directly into your skin, without dilution or fillers.
We’re best known for The Body Stone™—a moisturizing lotion bar that melts on contact with dry skin, delivering a deep-conditioning treatment that’s clinically proven to boost moisture levels and keep you hydrated for 72 hours.
The Role
Kate McLeod is seeking a strategic, analytically rigorous Finance leader to own forecasting, integrated demand and supply planning, and P&L management as the business scales. This role sits at the intersection of Commercial, Marketing, Operations, and Finance, translating demand signals and operational constraints into a single financial and production plan the business operates against.
You will build forecasts from the ground up, introduce greater financial discipline and planning rigor, and provide clear, decision-ready insights at the customer and product level. This is a hands-on, high-ownership role ideal for someone who thrives in ambiguity, enjoys building systems, and is comfortable serving as both planner and thought partner.
Key Responsibilities
Forecasting & Demand Planning
- 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
Supply & Production Planning
- 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
Month-End P&L Ownership
- 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
Customer & Product-Level Analysis
- 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
Reporting & Ad Hoc Analysis
- 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
Experience & Qualifications
- 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; experience with Netsuite strongly preferred.
Benefits & Perks
- Competitive annual salary based on experience
- Health, dental, and vision insurance
- PTO and paid holidays
- 401k
- Hybrid work schedule
- Exclusive employee discounts
Kate McLeod is committed to building a diverse team and fostering an inclusive culture. We are proud to be an equal opportunity employer. We welcome our employees’ differences in race, religion, gender, sexual orientation, age, veteran status, disability, pregnancy, medical conditions, among other characteristics.
