Director, Financial Planning and Analysis

Overview

This role serves as the strategic finance partner for the Agency pillar, driving revenue growth, operational alignment, and financial performance across multiple agencies. You will own the full set of financial statements, including P&L, Balance Sheet, and Cash Flow, with accountability for forecasting, pipeline visibility, and headcount/resource planning.

Responsibilities

• Act as the primary strategic finance partner to Agency leadership, providing insights and recommendations to drive revenue growth and profitability.
• Operate effectively in an environment of ambiguity by applying sound judgment and financial rigor where processes and data are evolving.
• Own the Agency pillar P&L, including accountability for revenue performance, headcount/resource planning, and overall financial outcomes.
• Provide oversight across the full set of financial statements (Income Statement, Balance Sheet, Cash Flow Statement), ensuring consistency and accuracy across reporting and forecasting.
• Manage Balance Sheet components, including Accounts Receivable, Accounts Payable, deferred revenue, and working capital, with a focus on cash discipline and operational efficiency.
• Lead cash flow forecasting, monitoring short- and long-term liquidity and translating operating plans into cash impact.
• Lead monthly, quarterly, and annual financial reviews and forecasting processes, including variance analysis, performance insights, and forward-looking recommendations aligned with business strategy.
• Develop and implement driver-based revenue forecasting frameworks that link financial projections to sales pipeline activity, client growth drivers, and delivery capacity.
• Partner with Enterprise Sales and Agency leadership to maintain structured pipeline models, including deal stages, probability/confidence levels, and expected close timing to improve forecast accuracy.
• Drive alignment and standardization of financial planning, forecasting, and reporting processes across multiple agencies, incorporating market trends to inform strategic decision-making.
• Lead client-level profitability and margin analysis, identifying drivers of margin performance and opportunities for improvement.
• Provide pricing support, including rate modeling, deal economics, and margin impact assessments.
• Manage headcount planning and resource allocation to align staffing levels with revenue forecasts, delivery capacity, and margin targets.
• Effectively manage multiple, competing priorities across agencies while maintaining accuracy, responsiveness, and strategic focus.
• Own and meet financial deadlines, including forecasts, reviews, and leadership deliverables in a fast-paced environment.
• Identify process improvement opportunities across planning, forecasting, and reporting; lead implementation of scalable, standardized solutions.

Requirements

• 8+ years of experience in FP&A, strategic finance, investment banking, consulting, or corporate finance; public company experience is a plus.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Prior management experience preferred, including at least 5 years in a Senior Manager or equivalent leadership role.
• Experience partnering with commercial or revenue-driven organizations, including strong knowledge of revenue drivers and growth dynamics.
• Advanced Excel skills, including financial modeling, scenario analysis, and forecasting; experience with FP&A platforms such as Anaplan, Jedox, or Adaptive Insights.
• Proven ability to develop driver-based forecasting models and revenue planning frameworks tied to operational and sales metrics.
• Strong understanding of three-statement financial management, including P&L, Balance Sheet, and cash flow interdependencies.
• Ability to analyze and communicate client profitability, margins, and pricing economics.
• Strong analytical, problem-solving, and strategic thinking skills, translating complex financial data into actionable insights.
• Self-starter who can prioritize competing demands and deliver results in fast-paced, evolving environments.
• Excellent stakeholder management and communication skills, able to influence cross-functional leaders and convey insights to senior/executive leadership.
• Continuous improvement mindset, including experience driving process optimization and change adoption.
• Comfort working in dynamic, ambiguous environments, balancing speed with financial discipline.

Preferred Qualifications

• MBA or other relevant Master’s degree.

Compensation & Benefits

• Comprehensive healthcare benefits.
• Paid holidays.
• Generous paid time off.

Location

Not specified.