FP&A Manager, Data and Automation
Required skills
- AI-first finance transformation
- AI
- automation
- ChatGPT
- n8n
- Claude Code
- Excel
- financial modeling
- SQL
- BI platforms
Nice to have
- CPA
- Vena
- Anaplan
- Adaptive Insights
- NetSuite
- SAP
Role summary
Sur La Table is seeking an FP&A Manager, Data and Automation to advance its AI-first finance transformation and provide FP&A support for its retail business. This role requires a systems-savvy, process-oriented finance leader to design financial models, lead budgeting and forecasting, and drive process improvements using AI and automation tools. The manager will partner with senior leadership and cross-functional teams to enable data-driven decision-making. Key responsibilities include leading budgeting/forecasting cycles, developing financial models, automating finance processes with AI tools like ChatGPT and n8n, conducting business intelligence deep-dives, and operationalizing insights into dashboards. The role also involves owning reporting packages, supporting strategic initiatives, and presenting recommendations to leadership. A Bachelor's degree in Finance or related field, 6+ years of FP&A experience (ideally in retail), and hands-on experience with AI/automation tools, advanced Excel, SQL, BI platforms, and planning/ERP systems are required.
What You Get to Do:
- Lead budgeting, forecasting, and long-range planning cycles across retail channels
- Develop and maintain robust financial models to support scenario planning, margin analysis, and capital allocation decisions
- Drive automation and optimization of Finance processes using advanced Excel, BI platforms, and ERP integrations
- Lead business intelligence deep-dives: dig into large datasets, slice and dice to identify patterns and drivers, and convert findings into recommendations with a bias for action
- Champion an AI-first approach to FP&A: use ChatGPT as a daily analysis partner; identify steps in core processes where AI can improve speed/quality and implement solutions ranging from CustomGPT’s to automated workflows
- Prototype and deploy agent-based automations using platforms like n8n; build lightweight utilities or micro-apps using tools such as Claude Code to scale output and insights
- Operationalize recurring analyses into always-on dashboards and alerts, ensuring stakeholders receive timely insights and next-best-actions
- Own monthly reporting packages, variance analysis, and executive dashboards; distill insights into clear narratives and actionable recommendations
- Partner with Marketing, Merchandising, Supply Chain, and Store Operations to align financial targets with strategy and in-market performance
- Support strategic initiatives including store expansion, pricing strategy, and inventory investment—evaluating ROI and risk
- Present insights and recommendations to senior leadership; influence decision-making through crisp stories supported by data
What You Bring:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
- 6+ years of progressive FP&A experience, ideally in retail or consumer goods
- Proven track record of process improvement and systems implementation
- Excellent communication, collaboration, and stakeholder management
- Curious, analytical problem-solver who translates complex findings into practical, business-ready actions
Technical & Strategic Skills:
- Hands-on experience applying AI and workflow-automation tools to streamline Finance processes and eliminate manual work
- Lead business intelligence deep-dives: dig into large datasets, slice and dice to identify patterns and drivers, and convert findings into recommendations with a bias for action
- Champion an AI-first approach to FP&A: use ChatGPT as a daily analysis partner; identify steps in core processes where AI can improve speed/quality, and implement solutions ranging from CustomGPT’s to automated workflows
- Prototype and deploy agent-based automations using platforms like n8n; build lightweight utilities or micro-apps using tools such as Claude Code to scale output and insights
- Operationalize recurring analyses into always-on dashboards and alerts, ensuring stakeholders receive timely insights and next-best-actions
- Advanced Excel and financial modeling
- Strong SQL for data extraction and transformation; solid grasp of GAAP and core accounting principles
- Experience with planning platforms (e.g., Vena, Anaplan, Adaptive Insights) and ERP systems (e.g., NetSuite, SAP, Oracle)
- Proficiency in data visualization tools (e.g., Power BI, Tableau) and dashboard design best practices
- Deep understanding of retail KPIs: comp sales, inventory turns, gross margin, shrink, sell-through
- Ability to translate complex data into actionable insights and communicate with clarity across levels
What’s in it for you? Joining CSC Generation isn’t just about having a seat at the table—it’s about helping redesign the table entirely. You’ll be challenged, stretched, and supported as you grow faster than you thought possible. In addition to competitive compensation, we offer:
- Executive Access: Work directly with brand CEOs and senior leadership, solving real business problems and earning mentorship from top operators.
- AI-First Skill Building: Get hands-on with the most advanced AI tools in the market. From automation to prompt engineering, you’ll build a modern tech stack that sets you apart in any industry.
- Accelerated Career Path: High performers are quickly entrusted with greater responsibility, new challenges, and leadership opportunities across our portfolio of brands.
- Competitive benefits:Paid time off policies, 401(k)/RRSP match, medical/dental/vision and a variety of supplemental policies, and employee discounts at our portfolio companies.
Our interview process:
- 📞 Step 1: If you align with our vision and meet the qualifications, we’ll reach out to schedule a conversation and introduce CSC.
- 🧠 Step 2: You’ll complete a short AI or product-building challenge so we can understand how you approach problems and execution.
- 💬 Step 3: Participate in deep-dive interviews with CSC leadership focused on your experience, product mindset, and operational thinking.
- 📩 Step 4: Offer. We’ll move fast for the right candidate.
Originally posted on Himalayas
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