Patco Brands is one of the fastest-growing beverage companies in the United States. Independently owned, Patco has established itself by using 100% Blue Weber Agave and a proprietary process to innovate within the fast-growing ready-to-drink spirits category.
Patco is a maker of margaritas, tequila, hard seltzers, Irish cream liqueur, and other spirits, under our own brands and for private‑label clients. Our own brands and private labels, with nationwide distribution, include:
- Rancho La Gloria Ready to Drink Margaritas
- Kirkland Signature Tequila
- Dough Ball Whiskey
Patco products are sold in every major retailer, including Costco, H.E.B., Kroger’s, Target, Walmart, and Whole Foods Market, just to name a few.
Summary
The FP&A team is seeking a highly motivated finance professional to lead the commercial finance function. This person will have deep financial analysis proficiency, ideally with experience in investment banking or management consulting, and possess a can‑do, roll‑up‑your‑sleeves attitude. As the protector of margin, they will deep‑dive into pricing analysis and SKU profitability, including building complex BOM analyses, leveraging data models, participating in the development of sales and financial plans, and improving data metrics and reporting. This role involves managing two staff members and making a significant individual contribution.
Responsibilities
- Sales planning and forecasting : Develop a solid understanding of the beverage industry; analyze sales trends, develop performance metrics, and monitor orders/shipments/depletions/velocity/IRI; work with sales & marketing to build and validate sales forecasts by brand/sku and region/state.
- Sales Support : Measure performance against plan; assist with compensation and bonus tracking.
- Pricing support : Pricing/discount allowance administration, tracking, and analysis; brand spend analysis; local marketing funds spend tracking; work with the sales & marketing teams to gather/analyze/leverage market insights.
- Profitability management : Develop a deep understanding of our supply chain; understand sources of costs and the cost structure; oversee product margin analysis; lead monthly/quarterly product profitability measurement.
- New product margin analysis : Work with cross‑functional stakeholders to drive new product costing and profitability analysis.
- Inventory management : Analyze DSI and expiration; provide insights for sales forecasting and margin analysis.
- Planning/budgeting : Key contributor to the annual budget process; lead meetings with brand owners to develop plan drivers; assists with budget reviews; builds budget presentations.
Qualifications
- Required:
- Bachelor’s degree (finance/accounting/business administration or STEM plus relevant experience preferred). 10‑15 years of work experience in an analytical capacity. MBA/MFE/MS a plus. Demonstrated ability for critical thinking, linking the big picture to operational insights.
- Proven ability to read and interpret financial statements. Solid understanding of GAAP.
- Experience in organizing large amounts of sales/industry data in a scalable/repeatable way, deriving analytical insight, and turning it into actionable recommendations. Passion for data‑driven analytical insight.
- Strong communication skills; ability to effectively communicate across functions and management levels.
- CPG/Alcohol beverage distribution (wine or beer) industry experience a big plus. Experience with VIP/iDIG/Nielsen/Circana/IRI is a big plus.
- Optional, but very helpful:
- Essbase/Anaplan/Adaptive/Planful/OneStream and the likes; PowerBI/Tableu/Qlikview and the likes.
Salary range: $150,000 - $170,000
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