Company & Role Overview
Summary
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
- Regulations require that incumbent be at least 21 years of age and able to obtain and maintain medical marijuana work credentials
- Minimum 8 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
- 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.
- 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
Company BenefitsBenefits for this job may vary.
Working Environment
About Holistic Industries
At Holistic Industries we are building a great place to work, shop and invest in cannabis. Our mission is to provide patients with the highest quality, safest cannabis medicine possible. As our name suggests, we care for the whole person. Our company develops and offers a wide range of proprietary strains that increase desired cannabinoids such as CBD. These high CBD strains have become our foundation for growing, packaging, and selling the best cannabis in our markets. Our team includes the nation's most knowledgeable experts in cultivation and medical dispensing, along with professionals who are top of their fields in medical professions, security, agriculture, real estate, and the legal distribution of other highly controlled substances.