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Manager of Financial Planning & Analysis

Remote (Massachusetts, United States)

The purpose of the Financial Planning & Analysis Manager 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:


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


  • Minimum 5 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
  • Honesty and integrity

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