Director, Finance
Summary
Oversee financial planning, forecasting, and business intelligence for a growing coffee chain, translating data into actionable insights to guide store operations, marketing, and supply chain decisions.
At Philz, we’re all about bettering days—one cup, one customer, one community at a time. With our ambitious growth plans, we’re looking for a Director of Finance who can bring clarity to complexity and help guide what’s next. This is a highly visible role at the center of the business, leading financial planning, forecasting, and business intelligence while partnering closely with teams across operations, marketing, and supply chain. You’ll translate data into clear, actionable insight—connecting the numbers to what’s happening in our stores and helping leaders make better, more informed decisions every day.
WHAT YOU'LL DO
Financial Planning & Performance Management
- Lead our financial planning and analysis function - owning budgeting, forecasting, business intelligence, and performance insights across the business
- Act as both a strategic partner and hands-on builder
- Work closely with teams across departments such as operations, marketing, supply chain and others to drive thoughtful, data-informed decisions
- Lead planning through ownership of the annual budget and rolling forecasts, grounded in key drivers like traffic, labor, and product costs
- Drive Insight by delivering clear, actionable reporting on weekly and monthly performance, highlighting trends and opportunities
Business Intelligence & Growth Strategy
- Build intelligence by elevating our BI capabilities - creating dashboards and tools that empower teams at every level
- Support growth by modeling new store openings, market strategies, produce/channel strategies, and marketing effectiveness
Cross-Functional Leadership & Team Development
- Collaborate with operations leaders to improve store-level economics and customer experience
- Build and mentor a high-performing, curious, agile and business-minded finance team
WHAT YOU’LL NEED
- Background in multi-unit, retail, or restaurant environments
- 8+ years of leadership experience in finance, with strong FP&A and business partnering experience
- Bachelors degree in economics, finance or similar field, advanced degree preferred
- Expertise in financial modeling, forecasting, and performance analysis
- Experience with BI tools (Tableau, Power BI, Alteryx) and advanced Excel skills, use of AI tools a plus
- Collaborative, low-ego approach with strong communication skills
- Ability to connect numbers to real-world impact
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**Compensation & Benefits A reasonable estimate of the starting annual base salary for this role is $195,000 to $200,000 plus bonus. Please note that the base salary will vary based on qualifications, previous experience, and work location. When you join our team, we better your days through our benefits and support programs – we offer our team members medical, dental, and vision insurance, company-paid basic life insurance, optional family life insurance, 401(k) with company match, flexible spending accounts, commuter benefits, mental health support, holiday pay, Vacation & Sick Time, Team Member discounts, freebie drinks and discounted beans, fun Philz swag, opportunities for growth and advancement, and more!
Philz maintains a policy regarding the employment of relatives and individuals with close personal relationships. Candidates with family members or close personal relationships currently employed by Philz may be subject to additional review to ensure there are no conflicts of interest, supervisory relationship concerns, or impacts on team performance and morale. |
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