Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Long-Range Financial Plannning

Ventura, CA

Role: Long-Range Financial Planning
 Team: Financial Planning & Analysis

Scope: Individual Contributor, Functional Manager

Years of Experience: 7+

Location: Ventura, CA

COVID-19 Vaccinations: Patagonia requires all employees to demonstrate proof of receiving a COVID-19 vaccination as a condition of their employment.


The Long-Range Financial Planning role is a critical position within the Financial Planning & Analysis team, providing long-range planning, reporting and analysis in support of business investments and decision-support for senior management.  Responsible for developing long-range financial modeling that incorporates cross-functional business drivers and strategies for key initiatives and other executive management requirements.  Position is also responsible for the analysis, preparation and communication of the long-range financial plan with senior management and the company.

Want more jobs like this?

Get Accounting and Finance jobs in Ventura, CA delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.

What you’ll do:

Strategy & Solutions

  • Establish and document the strategic and long-range financial planning process.  
  • Facilitate the strategic and long-range financial planning process, coordinating key cross-functional partners to articulate strategies and translate into long-range financial plans – i.e.   Sales/Margin/Inventory;  Marketing;  Campus Infrastructure;  People;  Systems Infrastructure;  Fulfillment;  etc.
  • Collaborate, build and support long-range financial planning modeling and cross-functional templates to facilitate the process.  Advance, streamline and structure existing modeling for ease of use and sharing, with a goal of building and transitioning to  a systemic solution this year.
  • Prepare integrated financial modeling of consolidated Sales and Margin plans to allow for translation between USD and Local Currency, as well as merchandise v. financial plans – including related mix analysis to enable  strategic decision-making, ad-hoc analysis, and scenario evaluation, etc.
  • Facilitate meetings with cross-functional partners and build long-range financial modeling to capture our consolidated SG&A cost structure, incorporating business strategies, variable and fixed expense drivers, and planned investments to project and plan long-range cost structure scenarios.
  • Facilitate meetings with cross-functional partners and build long-range financial modeling to capture our consolidated Capital Planning
  • Prepare long-range financial plans, including consolidated Income Statement & Capital plans that will also serve as key inputs into long-range Cash Flow modeling.
  • Collaborate and participate in financial modeling for Social and Environmental strategies and objectives in accordance with our mission statement to Save Our Home Planet.
  • Build transformation modeling of our cost structure to support SG&A benchmarking participation in relevant benchmarking studies
  • Work with Financial Planning & Analysis team to prepare analyses and integration related to budgeting & forecasting as needed.
  • Develop and deliver comprehensive presentations for senior management in support of consolidated key strategic and financial planning projects as needed.
  • Provide analytical and planning support for other business development opportunities and key strategic projects, including, but not limited to:  organic growth strategies and initiatives, business partnership / joint venture opportunities, major capital investments, operational efficiency projects and mergers and acquisitions as needed.
  • Exhibit flexibility and willingness to take on new responsibilities and assist with various ad-hoc projects as required.

Who you are:

  • Ability to deal with ambiguity - comfortably handling risk and uncertainty, effectively coping with change and is able to decide and act without having the total picture; ability to remain flexible to change within the work environment and scope of responsibility.
  • Comfortable with team-based work structure and working with and through others to accomplish goals and objectives (organizational agility)
  • Ability to communicate effectively, verbal presentation and written, across all levels of the organization.
  • Strong organizational skills and able to work well under pressure and deadlines
  • Ability to support diverse objectives, and have perspective within a multi-channel, multi -business unit company, maximizing synergies.
  • Demonstrates initiative, is action-oriented and conscientious, and provides complete follow-through on areas of responsibility.

Experience You’ll Bring

  • Bachelor’s Degree in Accounting or Finance; MBA preferred.
  • 7+ year’s progressive experience in Financial Planning & Analysis, Operational Finance or Strategic Planning.
  • Strong understanding of relational databases, data structure and data elements, with an ability to extract and manipulate large and complex data sets.
  • Advanced experience in all MS Office programs.

Proficiency in a variety of ERP, Financial Reporting, and BI systems desired (ERP - MS Dynamics 365;  Financial reporting and planning – TM1;  BI – data warehouse

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other factors prohibited by law.

Job ID: 41c2251768f106ebcd5c7b9a8ec14e12165c18556d4798eb755efa70d5db8dfb
Employment Type: Other