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. #J-18808-Ljbffr Jobtailor