Senior Manager, Profit Forecasting - Wellness Pet Company

About the Wellness Pet Company

The Wellness Pet Company crafts and produces premium natural pet food, treats, and dental chews. We believe that natural, premium nutrition focused on proven health outcomes is the foundation of creating a mutual wellbeing for pets and their families. As a community of people, Wellies are positively obsessed about how to win for pets and their parents. We believe in the difference we make every single day, and we know that when we work collaboratively, Wellies are unstoppable -- Not only in providing the best nutrition to pets, but in building a better tomorrow for pets, their parents, and the world.

Your Life at Wellness Pet Company

When you join Wellness Pet, you join a team whose aligned values and purpose create a unique and exciting place to work every day. Join us on our adventure to fulfill a life of wellbeing together with pets and their parents. Come for a walk with us today!

The Senior Profit Forecasting Manager is responsible for developing and managing accurate profit forecasting models, analyzing financial performance, and providing actionable insights to support strategic decision-making. This role ensures the organization achieves its financial targets through precise projections, rigorous data analysis, and collaboration with key stakeholders across the business.

This position is based out of our Burlington, MA headquarters location, where we work a required hybrid schedule of in-office on Monday - Thursday and remote on Fridays. This position reports to the Chief Financial Officer and will manage one direct report.

What You’ll Accomplish

· Lead monthly, quarterly and Annual forecasting process for the Company, including refreshing revenue and expense forecasts working with all departments to develop P&L, Balance Sheet and Cah Flow forecasts

· Lead a rigorous analysis of actual results compared to forecast on a monthly basis, with clear reconciliations and explanations of P&L, Balance Sheet and Cash flow variance versus forecast, prior period and budget. Ensure clear reconciliations and variance analysis that get to root causes, working closely with Accounting, Finance, Operations, Sales, Marketing and other departments. Lead the presentation of forecast analysis with stakeholders, ensuring communication with the level of detail appropriate for the audience.

· Lead forecast and tracking of SG&A, by function, with clear explanations of variances distinguishing between timing and permanent variances.

· Work closely with Demand Planning to ensure alignment between S&OP and financial forecasts. Maintain constant communication with Demand planning team to identify emerging issues and risks

· Work closely with Sales, Marketing teams to ensure accruals are accurately reflected in forecasts, ensure system of record (Planful) reflect spend levels accurately and per approved spend levels

· Develops mastery over data systems that feed forecast – Forecast system (Planful), POS/OTD, Nielson, IFS Accounting System. Is able to gather data from systems for analysis and reporting purposes and manipulate it using available tools for what-if analysis and building forecast models like Price-Mix variances

· Lead development and preparation of materials to share results and forecast with senior management, Board and function management. Develop a robust monthly reporting deck with comprehensive reports that show current performance vs history and budgets, including scorecards and KPIs that are measured on a monthly and quarterly basis. Ensure quality commentary of results (MD&A) with inputs from key stakeholders.

· Own and lead the process of developing risks & opportunities on a monthly basis. Perform analysis of sales and cost trends to form an independent view of risks and opportunities. Collaborate with function leaders and Finance leaders to vet risks & opportunities. Work as a business partner to understand risks, opportunities,

and potential biases within the forecast as part of the analysis process to deliver insights and trends to the business.

· Develop financial models to analyze, project sales, cost trends and balance sheet items. Build models for and conduct rigorous analysis to project sales trends by brands, categories, customer. Build and operate models to project sales based on household penetration, market share, customer POS data. Develop ability to analyze and explain variance in sales performance by underlying factors driving household penetration, market share, POS, channel shifts and mix.

· Develop a deep understanding of P&Ls by brand, sub-brand, customer and channel and by SKU. Develop actionable insights to optimize performance based on this analysis and lead presentations with function leaders and senior management.

· Lead annual operating plan process. Own and lead calendar development for AOP, ensure clear and ongoing communication with function leads to ensure inputs are received on time and high quality. Work with CFO, CEO to issue guidance on revenue, costs by region. Ensure constant communication with functions to anticipate and clear roadblocks in development of the AOP. Lead preparation of material and presentations to senior management and function leaders.

· Drive consistency across the forecasting process to ensure communications around results and state of the business are accurate and clear

· Lead continuous improvement efforts to ensure a robust forecasting and budgeting process with strong accuracy

· Leads the process to create long range forecasts for the P&L and Balance Sheet and partner with stakeholders to identify risk management strategies

· Own the creation and maintenance of forecasting policies and standards, as well as compliance with organizational controls

· Coach and mentor Financial Analysts and other Accounting & Finance professionals within the team to build technical capabilities and strengthen communication, accountability, and collaborative skillsets.

Key accountabilities:

- Forecast Accuracy: EBITDA, Net Income, Cash Flow, Balance Sheet. Ability to look for and anticipate emerging issues based on analysis and a broader understanding of business trends, internal and external developments

- Timeliness and accuracy: Of forecast cycles, actuals reconciliation and analysis

- Quality of reporting decks and materials prepared on monthly basis – accurate, timely and variance explanations that are rooted in root causes, with clear, succinct commentary

- Responsiveness to management queries and analysis

Who We’re Looking For

Team Wellie is a group of people who are truly obsessed in all the best ways about winning for the consumer and the pets they love. And so, we are seeking an individual who:

· Is consumer focused in all they do

· Continually challenge themselves to go the extra mile to get the job done, and ensure it’s done the right way as opposed to the easy way

· Hold themselves and others accountable

· Embraces continual development through the sharing of feedback and investment in learning opportunities

· Is a true collaborator, sharing resources, and engages in healthy debate

· Celebrates differences and strives to learn from others who are different from themselves

· Gives back to their community and supports sustainable practices

In addition, we are seeking a candidate with the following qualifications:

· Bachelor’s degree in Finance, Economics, Accounting, or a related field; an MBA or relevant professional certification (e.g., CPA, CFA) is preferred.

· At least 8–10 years of experience in financial planning, profit forecasting, or a related role.

· Proven track record in developing financial models and providing strategic insights.

· Proficiency in financial modeling tools (e.g., Excel, Power BI, Tableau).

· Familiarity with ERP systems (e.g., SAP, Oracle) and forecasting software.

· Strong analytical and problem-solving skills.

· Excellent communication and presentation abilities.

· Strong leadership and team management skills.

· High attention to detail and ability to manage multiple priorities in a fast-paced environment.

· Accuracy of profit forecasts versus actual results.

· Timeliness and quality of forecasting reports.

· Contribution to cost-saving initiatives and profit margin improvements.

· Stakeholder satisfaction with insights and recommendations.

Why Work for Wellness Pet

We care about the wellbeing of our people, their families, and their pets. So, we treat every Wellie to a comprehensive benefits package full of extras to support their health, pets, passions, and professional development. More information about our benefits can be found on our website. The Wellness Pet Company is proud to be an equal opportunity workplace. We celebrate diversity and are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.

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