Director, Financial Planning – Analysis

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.

Requirements

• 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.