Overview
This role serves as a strategic finance partner responsible for supporting enterprise financial planning, forecasting, budgeting, business performance analysis, and executive decision-making. The position involves close collaboration with senior leaders across Finance and Operations to provide meaningful financial insights, improve forecasting accuracy, identify risks and opportunities, and drive profitable growth. Key responsibilities include developing financial models, enhancing reporting capabilities, improving planning processes, and supporting strategic initiatives such as acquisitions, integrations, and long-range planning.
Responsibilities
- Analyze monthly P&L financial results and prepare executive-level variance analysis identifying key business drivers, risks, and opportunities.
- Approve scope and project setup to ensure proper alignment with client contractual agreements.
- Run revenue recognition for select business units and calculate monthly rebates for specific clients.
- Develop and maintain complex financial models supporting strategic planning, revenue forecasting, profitability analysis, and scenario planning.
- Calculate monthly commissions owed to sales representatives.
- Partner with department leaders to develop budgets, monitor spending, and provide financial guidance to support business objectives.
- Assist with the annual budgeting process and quarterly forecasting cycles across assigned business units.
- Prepare recurring executive reporting packages, dashboards, and presentations for senior leadership and Board-level discussions.
- Monitor financial performance metrics and key performance indicators (KPIs), providing actionable recommendations to improve business results.
- Support month-end close through analysis of revenue, operating expenses, accruals, and forecast updates.
- Prepare client and project level reconciliations and review billable/non-billable expenses.
- Partner with Accounting to ensure financial reporting accuracy and consistency between actual results and forecasts.
- Assist with mergers, acquisitions, due diligence, audits, integration activities, and other strategic corporate initiatives.
- Identify process improvement opportunities that enhance forecasting accuracy, reporting efficiency and automation, and financial transparency.
- Manage Power BI dashboard including quarterly budget uploads and data validation.
- Assist with special projects and ad hoc financial analysis as requested.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 6–8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance.
- Advanced financial modeling and analytical skills.
- Expert-level Microsoft Excel skills, including complex modeling and scenario analysis.
- Experience with ERP systems (Sage Intacct preferred), financial planning tools, project management tools (Workfront preferred), and business intelligence platforms such as Power BI.
- Strong understanding of GAAP financial statements and budgeting principles.
- Excellent presentation and communication skills with the ability to translate financial information into business insights.
- Knowledgeable in AI-related tools and experience using them to increase efficiencies.
- Demonstrated ability to partner effectively with executive leadership and cross-functional teams.
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications
- MBA or CPA preferred.
- Experience supporting high-growth, professional services, healthcare, marketing agency, or technology organizations.
- Strategic thinker with strong business acumen.
- Executive presence and confidence communicating with senior leadership.
- Exceptional analytical and problem-solving skills.
- High attention to detail and financial accuracy.
- Strong project management and organizational abilities.
- Ability to influence without direct authority.
- Continuous improvement mindset.
- Collaborative and customer-focused approach.
Compensation & Benefits
Information about compensation and benefits is not provided in the original description.
Location & Work Authorization
- Hybrid work option available for employees within 40 miles of offices located in Dallas, Boston, Cincinnati, or New Jersey.
- Remote work option available for employees outside a 40-mile radius of these offices.
- Travel may be required based on position.
- Work hours may vary based on position and client needs.
- Applicants must be legally authorized to work in the United States for the duration of employment without requiring employer sponsorship or employer-supported immigration documentation.
Additional Information
- This is a full-time exempt position.
- The physical demands include regular sitting, talking, standing, walking, use of hands and fingers, and reaching with hands and arms. Reasonable accommodations may be made for individuals with disabilities.
- Duties and responsibilities may change at any time with or without notice.