Director, Finance

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

• 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


• Background in multi-unit, retail, or restaurant environments 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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