Director of Financial Planning & Analysis

The purpose of the Financial Planning & Analysis Directors role is to help drive profitable growth and strength into the future. This position is responsible for supporting financial planning, analysis and strategy of our multi-state cannabis company. This role will allow you to work directly with the finance leadership to optimize business operations and results by preparing monthly and quarterly financial reports across business units, leading the budgeting and forecasting process, and supporting strategic decision-making.

This role is highly collaborative, requires creative thinking, strong organizational skills, attention to detail and ability to work independently with limited oversight. The ideal candidate is a self-starter who is comfortable with change, enjoys a very fast pace, and can juggle many tasks across multiple disciplines while meeting deadlines

Duties include the following. Other duties may be assigned.

• FP&A and Business Unit Collaboration
• Partner with key leads within each business unit to track and improve financial and non-financial KPIs to be included in monthly, quarterly, and annual reporting to the Executive Team and investors, including competitive benchmarking.
• Prepare and monitor business unit level revenue projections, expense forecasts, and budgets.
• Analyze and monitor financial reports, forecasts, and internal controls, making recommendations based on your analysis for optimization.
• Develop and continually improve budgeting, financial projections and operating forecasts.
• Data Analytics and Process Improvement
  • Work very closely with data analytics to manage and improve data sources, synthesize information, and utilize results for efficient and detailed reporting to management.
  • Establish, document, and maintain financial/operation policies and processes.
  • Provide insights into internal and external data trends to inform business decisions.
  • Build new processes and enhance existing processes by working with the Technology Department to automate and scale Holistic s business operations.
• Understand market trends and competition within the cannabis space

About You:

General

• Regulations require that incumbent be at least 21 years of age and able to obtain and maintain medical marijuana work credentials

Education/Experience:

• Minimum 8 years of progressive Corporate Finance, Accounting, or Investment Banking experience
• Bachelor s degree required in Accounting, Finance, Economics, or related field
• Experience in financial modeling, FP&A, business analysis and analytics

Technological Skills:

• Expert Microsoft Office skills, particularly MS Excel (macros, pivot tables, etc.) and PowerPoint
• Proven experience in building strong financial models required.
• Experience in data analytics tools.

Required Knowledge and Skills:

• Demonstrated ability to identify and improve key financial metrics.
• Excellent skills in three-statement modeling, including working capital.
• Working knowledge of GAAP accounting standards
• Advanced experience with data manipulation and synthesis
• Experience with visualization tools, e.g. PowerBI, Tableau, etc.
• Excellent ability to take initiative and demonstrated ability to work independently, but also collaborate and partner effectively with all levels of an organization.
• Strong intellectual curiosity and creative problem-solving skills.
• Excellent written and verbal communication skills

For some positions with our company regulations require that team members be 21 years of age or older.

Are you willing to consent to a background check?

Holistic Industries requires all candidates to satisfactorily complete and pass a background check before employment. Holistic Industries will consider your job duties, and state regulations, among other factors, in determining what constitutes satisfactory completion of the background check. All information obtained as part of the background check will be held confidential, except that it will be submitted to the State in which you are applying to confirm you are eligible to work at Holistic Industries in accordance with their regulations.

By submitting this application, you understand and acknowledge that Holistic is engaged in the business of selling and distributing cannabis and cannabis products.

Are you a current or former team member of Holistic Industries/Liberty Cannabis?

Were you referred by a current team member, if so by who?

What is your desired compensation? *

Desired Compensation

Are you legally authorized to work in the United States? *

Work Authorization

Please review and acknowledge Holistic Industries Privacy Notice. *

Holistic Industries Inc.

Applicant Privacy Notice

Thank you for your interest in Holistic Industries Inc. ("Holistic Industries", "us", "we"). This Applicant Privacy Notice ("Privacy Notice") applies to personal information collected from applicants for positions with Holistic Industries.

PERSONAL INFORMATION WE COLLECT

Through your application process with Holistic Industries, we collect personal information from you in a variety of ways. Personal information is information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with you. Specifically, we collect your personal information in the following circumstances:

When you apply for a position at Holistic Industries online, we will collect your personal identifiers (name, email address, telephone number, and physical address) and your professional or employment information (resume/CV, certifications, qualifications, employment history, and educational history). We use this personal information to assess your application and suitability for the position for which you have applied or other open positions, communicate with you, and to comply with the law.

For Equal Employment Opportunity/Affirmative Action reporting, you also have the option to provide us with your protected classifications (gender, race, veteran status, and disability status). We use this personal information solely for government reporting purposes and this information is not required to submit your application.

In addition to the personal information, you provide directly in your application, our application provider Greenhouse, may also collect your internet and other electronic network activity information from you automatically as you apply online via cookies. For more information and to opt-out of these cookies, please see Greenhouse s Privacy Policy

When We Complete A Background Check

After reviewing your application, Holistic Industries may extend a conditional offer of employment. Subject to legal requirements, Holistic Industries may use a third-party vendor to conduct a background check on you. In doing so, Holistic Industries will receive your personal identifiers (name, physical address, telephone number, and Social Security number) and professional or employment information (employment history and educational history) from our vendor. We use this personal information to assess your application and suitability for the position for which you have applied and to comply with legal requirements.

After reviewing your application, Holistic Industries may extend a conditional offer of employment. Subject to legal requirements, Holistic Industries may use a third-party vendor to conduct drug-screening. In doing so, Holistic Industries will receive your personal identifiers (name) and your medical information (drug-test results) from our vendor. We use this personal information to assess your application and suitability for the position for which you have applied and to comply with legal requirements.

If you pass the background check and/or drug screening, we will collect additional personal information so that Holistic Industries can verify your employment eligibility. To do so, we will have you complete a Form I-9. When you complete the Form I-9, we will collect your personal identifiers (date of birth, Social Security number, driver's license, and passport).

HOW WE SHARE YOUR PERSONAL INFORMATION

General Sharing

Holistic Industries shares your personal information with service providers, and certain other third parties as described below:

• To Validate Your Applicant Information. Subject to local legal requirements, we may use external services to collect, process, and/or validate your personal information. You will also be asked to provide Equal Employment Opportunity/Affirmative Action information. This is not mandatory - if you do not provide it, it will not affect your application. Any personal information you provide will be used to for government reporting purpose.
• With Service Providers. We may need share your personal information with service providers that assist us with the application process. These service providers include our application host, background-check provider, and drug-screening provider.
• Within Holistic Industries. We may share your personal information among our human resources department for legitimate business purposes relating to management and assessment of your application.
• For Legal Purposes. We may need to disclose your personal information to third parties, such as legal advisors, law enforcement agencies, or governmental/regulatory bodies in order to protect our legal interests and other rights, protect against fraud or other illegal activities, for risk management purposes, and to comply with our legal obligations.
• During a Corporate Reorganization. In the event that we enter into, or intend to enter into, a transaction that alters the structure of our business, such as a reorganization, merger, acquisition, sale, joint venture, assignment, consolidation, transfer, change of control, or other disposition of all or any portion of our business, assets or stock, we may share your Personal Information.

Sharing During the Preceding Twelve (12) Months

• In the preceding twelve (12) months, Holistic Industries has disclosed your personal identifiers and your professional or employment related information to our service providers that help us perform application related services and functions. These service providers include our application host, background-screening provider, and our drug-screening provider.
• Holistic Industries does not sell your personal information.

CONTACT US

For questions on this Privacy Notice, please contact us at ...@holisticindustries.com.

Last modified on August 31, 2023