WHO ARE WE?
We are the VMS Co-Op, a group of fast growing companies in the Vitamins, Minerals and Supplements (VMS) space. The VMS Co-Op includes OLLY, SmartyPants and future acquisitions to come! This position's home company is OLLY.
THE ROLE: Financial Analyst, Financial Planning & Analysis (FP&A) – VMS (Overheads, P&L & Cash)
This is a high impact finance role consolidates and governs an $800M+ retail sales P&L across Olly & Smarty Pants. You will serve as the trusted right hand to the VMS Senior FP&A Manager, to own key parts of the monthly landing, forecast cadence, and close orchestration; harmonizing reporting across both OpCos; and leading the overheads performance agenda while supporting full P&L and cash analytics. You “own the story” for the lines you cover and help the team move from data → insight → decision quickly.
THE OPPORTUNITY
This Financial Analyst supports end to end FP&A across the P&L (Revenue → GM → UOP → Cash) for both operating companies, with a dedicated focus on Overheads. You’ll partner with budget owners, translate analysis into clear narratives, and drive actions that land targets
KEY RESPONSIBILITIES
Monthly Landing & Forecast Cadence
- Run preclose risk/opportunity (R&O) and bridge analyses across key lines (Revenue, GM, BMI, Overheads, UOP) and Cash.
- Deliver accurate rolling forecasts with drivers, sensitivities, and clear actions to close gaps.
- Craft concise executive narratives: what moved, why it moved, and what we’ll do next.
Month End Reporting & Close Orchestration
- Colead elements of month end close with Accounting (cutoff, accruals, late post governance—especially for Overheads).
- Produce timely, accurate close packs for both OpCos and reconcile to the consolidated VMS view.
- Maintain auditable workings; ensure compliance with policy, Table of Authority, and controls.
Harmonized Reporting & Forums (Across Both OpCos)
- Standardize the KPI dictionary, deck templates, and forum cadence so OLLY and SmartyPants share the same look/feel/process for weekly performance, MBRs/QBRs, AOP, and 3YP.
- Maintain a single source of truth for models, queries, mapping, and master data logic; drive automation (Power BI/Tableau).
Overheads Ownership (Primary Focus)
- Own overheads planning, forecasting, bridges (rate/volume/one-offs), and spend governance with budget owners and HR.
- Build visibility (dashboards + executive summaries), track actions, and land inyear targets.
P&L Performance Management (Beyond Overheads)
- Build driver based models and variance analysis across Revenue, GM, BMI, Overheads, and UOP; translate insights into decisions.
- Partner cross functionally (Sales, Marketing/Innovation, Supply Chain, HR) to quantify tradeoffs and prioritize interventions.
Cash & Working Capital
- Support cash forecasting and WC analytics (DSO/DIO/DPO, CCC/CTN); connect movements to operating drivers.
- Maintain action logs that improve cash conversion; reconcile cash outcomes to P&L and balance sheet drivers.
SUCCESS METRICS
- Forecast accuracy within ±1–2% on priority P&L lines; cash forecast variance trending down quarter over quarter.
- Overheads on track with transparent bridges, mitigations, and a living actions log that lands in year targets.
- Harmonized reporting live across both OpCos; crisp monthly exec pack delivered on time, every time.
- Cycle time reduction from data → insight → decision via automation and clean master data.
- Executive storytelling: that drives decisions (not just information sharing).
CAPABILITIES + SKILLS REQUIRED
- Experience: 1-3 years in FP&AR/Commercial Finance (CPG/retail preferred); multi-entity exposure a plus.
- Technical: Advanced Excel; Power BI/Tableau (Anaplan/D365 a plus). Strong modeling and driver based forecasting.
- Communication: Excellent verbal/written skills; storytelling that simplifies complexity for senior stakeholders.
- Ways of Working: Bias for action, detail oriented, resilient, collaborative; thrives in fast paced, ambiguous environments.
- Control Mindset: Comfortable with accruals, cutoff, policy/TOA compliance, and audit ready documentation.
WHAT TO EXPECT IN THE INTERVIEW PROCESS
- Initial video screen with a member of our Talent team
- Round 1: Conversation with the Hiring Manager + 1-2 conversations with other cross-functional team members
- Round 2: 2-3 conversations with team or cross functional Ollies
- Final Round: Homework*
- Our final round is called Homework. Candidates who participate in this round are given 3 questions in advance to answer and present to the interview panel they previously spoke with in the process. We understand every candidate is different. If you need a reasonable accommodation to adjust this procedure, please let us know as soon as possible so that we can evaluate and provide other options that work for your needs
THE DETAILS
LOCATION: Los Angeles Area, CA
HOURS: Full-time, exempt (salaried)
TRAVEL: Up to ~10% for key forums and planning cycles
MANAGER: Senior Director, Head of Commercial & Strategy, VMS
PLEASE NOTE: Candidates must be authorized to work in the United States without sponsorship.
The base pay for this role is $71,000 - $83,000 based on experience.
WHAT WE OFFER:
- An opportunity to work with an intelligent, inspiring, and extraordinarily fun team
- We pay 100% of the premiums for employee-only medical, dental + orthodontics, and vision insurance
- 4 weeks PTO + paid holidays + 12 Mental Health Days per year
- 100% Paid parental leave, Fertility + Adoption Benefits
- Annual Bonus
- 401(k) plan with Employer Match
- Hybrid Work + Wellness + Cell Phone Stipends
- Free product
- And much more!
