Note: The job is a remote job and is open to candidates in USA. Philz Coffee is seeking a Director of Finance who will lead financial planning, forecasting, and business intelligence to support their ambitious growth plans. This highly visible role involves translating data into actionable insights and collaborating with various teams to drive informed decision-making.
Responsibilities
- Lead our financial planning and analysis function - owning budgeting, forecasting, business intelligence, and performance insights across the business
- Act as both a strategic partner and hands-on builder
- Work closely with teams across departments such as operations, marketing, supply chain and others to drive thoughtful, data-informed decisions
- Lead planning through ownership of the annual budget and rolling forecasts, grounded in key drivers like traffic, labor, and product costs
- Drive Insight by delivering clear, actionable reporting on weekly and monthly performance, highlighting trends and opportunities
- Build intelligence by elevating our BI capabilities - creating dashboards and tools that empower teams at every level
- Support growth by modeling new store openings, market strategies, produce/channel strategies, and marketing effectiveness
- Collaborate with operations leaders to improve store-level economics and customer experience
- Build and mentor a high-performing, curious, agile and business-minded finance team
Skills
- 8+ years of leadership experience in finance, with strong FP&A and business partnering experience
- Bachelors degree in economics, finance or similar field
- Expertise in financial modeling, forecasting, and performance analysis
- Experience with BI tools (Tableau, Power BI, Alteryx) and advanced Excel skills
- Collaborative, low-ego approach with strong communication skills
- Ability to connect numbers to real-world impact
- Advanced degree preferred
- Background in multi-unit, retail, or restaurant environments preferred
- Use of AI tools a plus
Benefits
- Medical, dental, and vision insurance
- Company-paid basic life insurance
- Optional family life insurance
- 401(k) with company match
- Flexible spending accounts
- Commuter benefits
- Mental health support
- Holiday pay
- Vacation & Sick Time
- Team Member discounts
- Freebie drinks and discounted beans
- Fun Philz swag
- Opportunities for growth and advancement
Company Overview