Manager, Financial Planning & Analysis (FP&A)

About Purple Carrot

Established in 2014, Purple Carrot specializes exclusively in plant-based nutrition, delivering chef-crafted meals designed to balance protein and fiber from plants. The company offers an extensive menu including quick dinners, breakfast, lunch, snacks, and ready-to-eat options. Purple Carrot emphasizes flexibility with no membership fees, the option to skip deliveries, and a cancel-anytime policy, striving to lead in plant-based meal solutions.

Role Overview

We are seeking a Manager of Financial Planning & Analysis who goes beyond maintaining current systems to design financial models that uncover core business drivers. This role involves closely partnering with the Data & Analytics team and the Sr. Manager, Data and Analytics. The ideal candidate is passionate about elevating financial reporting, forecasting, and modeling to deliver actionable insights that shape executive decision-making.

Key Responsibilities

• Develop and update financial models that convert business metrics into strategic insights, presenting actionable recommendations directly to executives.
• Lead the annual budgeting and continuous forecasting processes, defining key assumptions that drive company strategies.
• Manage weekly business review reporting and key performance indicator tracking to provide leadership with clear and reliable business overviews.
• Supervise the Accounting Manager to ensure alignment between financial planning and accounting teams.
• Conduct targeted financial analyses such as average order value trends, cart economics, and promotional impact, and develop self-service reporting tools.
• Collaborate with Data team leadership to transition manual spreadsheet reports to automated, scalable business intelligence tools over time.
• Contribute to cash flow modeling and coordinate balance sheet and income statement data inputs alongside Accounting.
• Execute budget versus actual reviews in formats that provide genuine value to stakeholders.
• Act as a financial reporting liaison with the parent company.
• Support additional projects and special initiatives as required.

Candidate Requirements

• Strong familiarity with QuickBooks Online and integrated platforms such as Fishbowl, UKG, and Bill.com.
• Five to seven years of progressive FP&A experience, emphasizing budgeting, forecasting, and financial modeling.
• A bachelor's degree in Finance, Accounting, Data Analytics, or a related discipline, or equivalent experience.
• Advanced skills in Excel or Google Sheets, including complex formulas and financial model construction.
• Experience leveraging BI tools, SQL, or scripting languages for reporting automation.

Preferred Attributes

• Prior experience managing or mentoring staff is advantageous, though hands-on expertise remains essential.
• Proactive mentality with the ability to identify and rectify inefficient processes independently.
• Ability to balance focus on accurate, timely reporting with strategic improvement of financial systems.
• Comfortable working in environments with some ambiguity and driving process enhancements accordingly.
• Capable of bridging the gap between finance, accounting, and data/engineering teams.
• Curious and insightful regarding the underlying reasons behind financial data rather than just the numbers.
• Demonstrates steadiness and supportiveness, particularly in guiding direct reports through change.

Compensation and Benefits

The base salary range for this position is anticipated between $120,000 and $140,000 annually, with eligibility for an annual performance bonus tied to individual and company results. Benefits include medical, dental, vision, flexible spending accounts, life insurance, retirement plan matching, generous paid time off, credits towards Purple Carrot meal boxes, professional development opportunities, and a collaborative work environment fueled by passion for food.

Work Location

• This position requires presence in Chicago, IL, with hybrid work arrangements involving three days per week onsite at the Fulton Market office.
• Hybrid scheduling combines flexibility with collaboration, allowing team members to engage with colleagues while maintaining some remote work.

Diversity and Inclusion

We are dedicated to fostering a workplace that is safe, welcoming, and inclusive, prohibiting discrimination on grounds of race, color, religion, gender identity or expression, sexual orientation, genetics, national origin, ancestry, age, medical conditions, disabilities, veteran status, or marital status.