Manager, Retail Finance

The Role

AG1 is seeking a Manager, Retail Finance to support our business as we expand our presence in grocery, mass, club, and other retailers. This high-impact role is responsible for partnering with our Retail Team and across the organization to deliver the retail strategy and budgeted financial targets, work to improve product COGS, develop trade spend visibility and efficiencies, ensure accuracy of Retailer fines/fees/deductions, assist in the order to cash process, and other duties as assigned.

Reporting to the Director, Retail Finance the successful candidate is an experienced finance business partner to Commercial/Retail Sales with a strong understanding of the grocery, mass, club, and natural retail landscape. This role requires a mix of strong partnership skills, analytical and financial acumen, and the ability to both execute existing and build new processes.

What You'll Do

Visibility and Tracking

• Support the execution of the strategic sales plan and budget to expand the AG1 footprint within retail partners across the US.
• Create dashboarding which brings together external and internal data to enable KPI financial tracking and enhances performance visibility
• Financial analysis on new business opportunities, assess competitive dynamics, and proactively address challenges to drive growth.

Retail Execution

• Post event analysis of retail marketing programs, ensuring brand consistency and alignment with retailer and AG1 objectives.
• Enable Sales to execute product launches, seasonal promotions, and merchandising strategies driving sustainable and profitable growth
• Understand innovation pipeline and partner with NPD in the development and fit for Retail

Deduction & Order to Cash

• Ensure timely invoicing and collection of cash. Act as the AR liaison for Retail and work with Accounting & Corporate Finance teams on cashflow assumptions
• Monitor Customer fines/fees/deductions/allowances. Understand contracts and work to create strategies that minimize the financial impact
• Monitor Customer PO's for adherence to agreed commercial terms

Business Partnership

• Assist in Customer product assortment and NPD (innovation) financial analysis
• Collaborate in the S&OP process to improve forecasting and demand visibility
• Leverage sales data, market trends, and consumer insights to influence the retail strategy and to optimize financial performance.
• Provide regular performance updates to senior leadership, offering actionable recommendations for continuous improvement.

What We're Looking for

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 4-7+ years of experience with a CPG/consumer products brand supporting Sales Teams and major retailers experience like Costco, Target, Ulta, etc
• Strong strategic thinking and analytical skills, with the ability to translate data into actionable business plans.
• Detail-oriented with a focus on operational excellence and flawless execution in retail initiatives.
• Passion for health, wellness, and nutrition, with an understanding of the evolving consumer landscape.
• Ability to thrive in a fast-paced, remote, entrepreneurial environment and collaborate cross-functionally with internal and external stakeholders.

What's in IT for You?

• Competitive compensation and performance-based incentive plans.
• A 100% remote working environment (excluding Laboratory positions), which has been implemented from day one.
• A strong company culture that is enforced through the hiring process to ensure values alignment and a highly collaborative team.
• A mission-driven approach to everything that we do, with an overall goal to significantly improve our customers' health and wellness.
• A high-growth, dynamic environment with opportunities for your direct impact to be felt.
• Paid holidays, company-wide reset and reflect days, and unlimited PTO (based on your country of residence).
• In-person team meetups for optimal collaboration, team building and accelerating productivity.
• A work environment and culture that is based on high performance, productivity and continuous improvement.
• The opportunity to work with passionate, high-growth, business-minded colleagues who bring their all to our mission each and every day.
• Access to AG1 products and branded swag.
• Monthly telecom stipend to offset some of the costs of home internet/wifi for eligible team members.
• All other benefits and insurances as required by law, based on your specific country of residence.

AG1 is dedicated to providing equitable and competitive compensation & benefits packages. For this particular role, the base salary range is $90,000 - $115,000 and will ultimately be decided at the offer stage, based on an individual candidate's level of skills and experience aligned with the needs of this role. Base salary is one component of total compensation for this position. We provide a competitive mix of base salary, performance bonus, and stock option allocation for eligible roles.