Director, Financial Planning & Business Intelligence

About the role

The Director, Financial Planning & Business Intelligence strengthens the agency’s financial planning, business partnering, management reporting, and business intelligence capabilities. This role ensures Finance has the tools, capabilities, and data to support strong performance management practices, improved budgeting and forecasting, and stronger commercial decision support across the organization. The Director reports to the CFO and partners closely with the VP Financial Operations, Controller, and business leaders, focusing on improving Finance business continuity, reporting automation, and data-driven financial analysis. While this is a remote position, periodic travel and accommodating meetings in different time zones is expected.

Responsibilities

• Corporate FP&A:
  • Lead or materially support the Annual Plan and Quarterly Forecasts for corporate and leadership review
  • Prepare financial analysis of performance trends, key business drivers, revenue, profitability, staffing, utilization, and cash flow
  • Support monthly and quarterly financial reporting for executive and department leaders
  • Develop scenario models supporting strategic decisions, growth initiatives, and investment opportunities
  • Support Board reporting packages, M&A evaluations, and other CFO-level analysis as needed
• Business Line Finance Partnership:
  • Serve as a financial partner to business unit and department leaders, helping translate financial results into operational decisions
  • Lead regular financial reviews focused on performance against plan, key drivers, risks, opportunities, and action steps
  • Improve budgeting discipline by helping business leaders connect operational plans to financial outcomes
  • Support commercial modeling for growth initiatives, client opportunities, staffing decisions, and profitability improvement
  • Build financial accountability throughout the organization through clear reporting, consistent metrics, and actionable analysis
• Financial Systems, Business Intelligence and Finance Process:
  • Own development and enhancement of Power BI reporting and dashboard solutions for Finance
  • Design and maintain scalable financial data models using Power BI, Power Pivot, Power Query, DAX, and related tools
  • Automate recurring reporting processes and reduce dependency on manual spreadsheet work
  • Partner with Finance, Technology, Analytics, and operational teams to improve data quality, reporting consistency, and alignment of financial definitions
  • Drive process improvements, workflow changes, and reporting enhancements needed to support agency objectives

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field. CPA, CFA, MBA, or equivalent advanced experience preferred
• 7+ years of progressive FP&A, corporate finance, financial analytics, or business finance experience
• Advanced Power BI, Power Query, Power Pivot, and DAX experience required
• Demonstrated ability to build financial dashboards, data models, automated reporting, and performance management tools
• Strong financial modeling, forecasting, budgeting, and variance analysis skills
• Excellent communication and interpersonal skills, with the ability to support executive, operational, and commercial leaders
• Position based in Pacific time zone, periodically requires travel and accommodation of other US time zones

Benefits

• Medical, Dental, and Vision insurance
• Quarterly profit-sharing program
• 401(K) plan with employer match (and immediate eligibility)
• 4-6 weeks PTO
• 12 paid holidays
• 12-18 weeks fully-paid Family and Medical Leave
• Monthly Work-From-Home allowance

About the company

We are a national leader in DTC marketing and a fully integrated creative and media agency. With a 25+-year history and around 250 employees, we are established enough to have all the resources, yet small enough for an entrepreneurial and welcoming culture where everyone is heard. Our Flexible First environment empowers us to work from where we’d like while staying connected virtually and in-person. We invest in our employees, technology, and tools to ensure the best possible work experience. Transparency is valued—we actively ensure employees know how we are doing and where we are going, encouraging open communication and accountability. We are passionate about our clients and deliver simultaneously on their brand and sales objectives through our proprietary approach, Transactional Brand Building.