Financial Planning and Analysis Director

ABOUT CFO’S DOMAIN:

CFO’s Domain is a Consulting & Recruiting firm serving CFOs and their stakeholders. Our search practice recruits and works with the most relevantly skilled and pedigreed professionals looking to excel in their careers.

THE OPPORTUNITY

Our client is an innovative and Private Equity backed communications and public relations partner for businesses with ambitious goals and a fearless approach. With nationwide coverage and a global network of collaborators, they offer strategic thinking, forward-looking drive, and creative solutions to their clients. Their track record of success in the communications industry has earned them trusted relationships. They have an award-winning culture centered around DEI and entrepreneurial spirit.

Reporting to the Chief Financial Officer, the FP&A Director will play a key role in leading and scaling the finance infrastructure and processes. This role will be hands-on, interacting and collaborating with the Accounting, Audit, Legal and People teams to ensure the accurate and timely execution of forecasting and analysis of results.

FP&A DIRECTOR RESPONSIBILITIES:

• Lead the financial planning and analysis function, providing strategic guidance and analytical support to senior leadership and the board.
• Collaborate with client services teams to develop pricing models and profitability analysis for client engagements, ensuring alignment with firm-wide financial goals.
• Provide financial insights and recommendations to support strategic decision-making related to client acquisition, retention, and service offerings.
• Analyze industry trends and client performance metrics to identify opportunities for revenue growth and market expansion.
• Oversee the annual budgeting process, working closely with department heads to develop accurate forecasts and financial plans.
• Prepare monthly, quarterly, and annual financial reports and variance analyses, highlighting key trends and insights for decision-making.
• Partner with the CFO to model out potential acquisitions and future synergies.
• Oversee the development of client project budgets and financial proposals, ensuring accuracy and competitiveness in pricing.
• Monitor key performance indicators (KPIs) and financial metrics related to client accounts, providing regular updates and recommendations for optimization.
• Drive process improvements and automation initiatives within the FP&A function to enhance efficiency and scalability.
• Partner with cross-functional teams to assess the financial impact of new business opportunities, client contracts, and strategic investments.
• Collaborate with accounting, treasury, and other finance functions to ensure alignment and accuracy of financial data and reporting.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the PR/marketing sector, and provide recommendations for adapting financial strategies and operations accordingly.

REQUIREMENTS:

• Bachelor’s degree in Finance or related field.
• Have a minimum of 7+ years of relevant finance experience.
• Experience in investment banking preferred.
• MBA preferred.
• Self-starter with an internal drive to enable strategic growth and add value.
• Demonstrated ability to construct long-range P&L and cash flow models, develop strategic insights and analytics and present key findings to business leaders, VP/CFO’s.
• Adept at leading the production of detailed financial modeling, scenario analysis, insight generation and strategic plans.
• Strong shareholder value creation and strategic mindset with experience to develop and implement financial and analytical tools and processes to help drive value for the business.
• Highly proficient with advanced Microsoft Excel and Power Point techniques.
• Excellent written and oral communications skills including experience developing presentations for senior leaders.
• Ability to work effectively in fast-paced environment with quickly evolving, sometimes ambiguous or uncertain business goals.
• Experience supporting B2B consulting services and/or media/entertainment business models is preferred.
• Must have the legal right to work in the U.S.

CFO’s Domain