Position SummaryWe are seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to serve as a trusted advisor to our business partners and executive leadership team. You will excel in this role if you can build these trusted advisor relationships and deliver value-add analytics and insights through exceptional communication, top-notch problem-solving skills, and the ability to adapt in a fast-paced environment. Partnering closely with the VP Finance and CFO, you will own revenue forecasting, P&L modeling, and the analytics that drive smart decisions across the business.
Key Responsibilities- Partner with the VP Finance and CFO to proactively set expectations around financial performance with the executive leadership team and present results through reports, narratives, and presentations.
- Develop and prepare forecasts of financial results reflecting changes from trends and expectations, with supporting analysis to clearly substantiate results and forecasts.
- Collaborate with the VP Finance, CFO, and executive leadership team to build KPI reporting against relevant external benchmarks.
- Work with finance managers to sharpen the presentation of monthly financials and full-year business unit forecasting.
- Supplement financial reporting with the preparation and analysis of business-unit-specific KPIs.
- Support the VP Finance with accountability for company-wide revenue forecasting and P&L modeling.
- Partner with business leads and the finance team to review weekly new business updates and changes to client sales forecasts that impact the revenue forecast.
- Compile monthly forecast updates for all business units.
- Incorporate sales pipeline data to provide an analytical view of revenue forecast scenarios.
- Provide a supporting role in the annual budgeting process (effective with the 2027 budget).
- Maintain all project accounting and profitability tracking.
- Conduct business unit, service line, and client-level profitability analysis.
- Proactively analyze client billing rates across the organization.
- Maintain ongoing client statistics, including cohort analysis and attrition/retention.
Qualifications- MBA preferred.
- The ability to leverage AI tools to merge data sets, analyze information and build presentations is mandatory.
- Bachelor's degree in Accounting, Finance, or a related field.
- 8-10 years of experience with a track record of building strong partnerships with business leaders based on sharing financial insights.
- Demonstrated leadership qualities; this is a must for the position.
- High EQ and empathy, with the ability to present information to teammates of varying financial maturity and to recognize emerging requirements.
- Experience compiling and leveraging data analysis to build impactful business partner relationships with the commercial organization.
- Strong proficiency in Microsoft Excel and financial modeling; able to analyze data and build advanced reports.
- Excellent communication, problem-solving, and analytical skills.
- Experience in media, advertising, or project-based environments is preferred.
The pay range for this role is:
$125,000 - $145,000 per year (Hybrid, New York, NY)
