Director of Financial Planning & Analysis (FP&A)
Bevi is on a mission to transform how beverages are delivered and consumed. Our smart hydration systems eliminate the need for single-use bottles and cans—making it easy, fun, and sustainable to stay hydrated. As the category leader in IOT-enabled beverage technology, we’re building a future where Bevi machines are everywhere people live, work, and connect. We’ve raised over $160M in venture capital, serve thousands of customers across the US, Canada, UK and Ireland, and we’ve been rapidly growing year over year. In addition to driving 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.
Requirements
- 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.
#LI-CK1
#LI-HYBRID
At Bevi, we believe compensation is a powerful tool to attract, retain, and grow talent. Our Compensation Philosophy centers on 5 principles:
- Market-driven - We anchor pay decisions in real-time market data
- Performance-based - We reward individual impact, not just tenure
- Equitable - We ensure fairness across teams, roles, and demographics
- Growth-focused - We invest in talent that scales with Bevi
- Total Rewards approach - We strategically balance base pay, bonuses, benefits, and equity
The posted compensation range reflects the salary for this position. Some roles may be eligible for a commission plan or a bonus incentive. All Bevi employees receive equity in the form of stock options. All full-time employees are invited to participate in our Total Rewards plan, which includes health & medical benefits, flexible spending accounts, flexible PTO, and more. Offers to join Bevi are based on a few criteria, including the scope of the role, the candidate's work experience, targeted skills, internal equity of the team, and external market data.
Pay Range
$170,000 - $210,000 USD
Benefits:
- Comprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by employer
- 401(k) with company match
- Flexible PTO plus 12 company holidays, and additional paid days for sick leave, etc
- 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.
We're excited about supporting career growth and would love to be part of your professional journey. We know that talent comes in many forms, and we value individual accomplishments, specialized knowledge, and genuine passion over just checking boxes on a requirements list.If any of our positions interest you, please apply! Our recruiting team will contact you about next steps if we'd like to move forward together.
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