Job DescriptionWhat You'll Own- Executive & Management Reporting Lead the production of monthly management reporting packages, executive dashboards, and performance reviews that inform senior leadership decisions. This includes variance analysis, trend commentary, and ensuring reports tell a coherent story - not just present numbers.
- Planning & Forecasting Build and maintain budgeting, forecasting, and cash flow models that give the business forward-looking visibility. Improve accuracy over time by identifying what's driving the gaps between plan and actuals.
- Business Analysis & Insights Go beyond reporting to answer the "so what" - analyze financial and operational data to surface risks, opportunities, and recommendations. Present findings and insights directly to business leaders in plain language.
- Reporting Infrastructure & Automation Design scalable reporting frameworks and automate repeatable workflows using Excel, BI tools, and AI-enabled solutions. The goal is less time on data assembly, more time on insight.
QualificationsRequired:- 10+ years of progressive FP&A or corporate finance experience, with direct ownership of budgeting, forecasting, management reporting, and financial modeling in a complex organization - including executive reporting, annual planning, and business performance analysis.
- Advanced Excel skills - including the ability to independently build complex models, defend every assumption, and develop scenario comparisons that drive decision-making.
- Experience synthesizing financial and operational data into clear business narratives and decision-oriented recommendations for senior leaders; comfortable being challenged on your analysis.
- Demonstrated experience improving reporting processes through automation or AI-enabled tooling.
- Experience in a professional services environment with an understanding of people-based revenue and cost models.
Desired:- Comfort and enthusiasm for using AI as a regular part of how work gets done.
- CPA designation or equivalent professional accounting qualification.
- Experience leading, mentoring, or developing finance professionals while maintaining direct involvement in analytical and operational work.
- Experience supporting financial systems implementations, reporting transformations, or process improvement initiatives.
- Experience developing executive-level reporting materials for senior leadership teams and business stakeholders.
- Familiarity with NetSuite or similar ERP systems
Additional InformationThis posting is for a newly created role at Klick.145,000 - $175,000. The final amount offered will be determined based on several factors such as a candidate's work location, their unique skill set, education, and prior work experience.
