Director, Financial Planning & Analysis

The RoleWpromote is seeking a highly motivated and detail-oriented Director of Financial Planning & Analysis (FP&A) to join our Finance Leadership team. The Director of FP&A will lead the financial planning and analysis function, providing strategic insights and actionable recommendations to support the company’s growth and operational goals. This role involves overseeing budgeting, forecasting, and financial modeling processes while collaborating closely with senior leadership to drive financial performance and strategic initiatives. The right candidate for this role can think critically, has a strong analytical background, and is an operationally-oriented, highly collaborative team member. The Director of FP&A will report to the Chief Financial Officer based in Los Angeles. At Wpromote, we believe that great work is only possible with great people. Our goal is to build a better, more inclusive work environment and support our people at every stage of their careers by prioritizing a strong work-life balance through our policies and benefits listed below. As a Best Place to Work according to both Ad Age and Glassdoor and Adweek’s Fastest Growing Digital Agency, we are moving fast to expand our teams and bring new experts into the fold to keep pushing the boundaries of what’s possible in marketing.We offer:-Remote-first culture-Unlimited PTO-Extended Holiday break (Winter)-Flexible schedules-Work from anywhere options*-100% paid parental leave-401(k) matching-Medical, Dental, Vision, Life, Pet Insurance-Sponsored life insurance-Short Term Disability insurance and additional voluntary insurance-Annual Class Pass credits and more! The anticipated annual salary for this role will range from $165,000 – $200,000, based on a variety of factors unique to each candidate, including skill set, years and depth of experience, education and certifications, competitive benchmarks, scope of responsibility, market dynamics, geographic location, and the respective state’s salary threshold for exempt employees. At Wpromote, pay ranges are subject to change and are based on specific market medians for similar jobs according to third-party salary benchmark surveys. Individual pay within that range can vary due to skills, experience, and available budget.  The total compensation package for this role will include benefits (listed above) and an annual performance bonus.This role has an associated annual target bonus component which is paid out based on a number of factors which include Company performance, department performance, and individual performance. Bonuses are not guaranteed and you must be an active employee in good standing and not on a Performance Improvement Plan to be eligible for the annual bonus.*This position may be performed remotely in most states within the US, with some exclusions**While this role offers the flexibility to work remotely, we have office hubs in Los Angeles, Chicago, and New York, where you can join in on learning and development opportunities, fun events, take advantage of a space to work, and collaborate in person!***This position is not eligible for immigration sponsorshipImportant Notice: Beware of Job ScamsWpromote recruiting communications will only be sent through our official channels via wpromote.com email addresses. If you see a posting elsewhere that is not reflected on Wpromote.com/careers, it may be a fraudulent posting. We do not require payment or fees during the hiring process nor do we request sensitive information, such as Social Security numbers or payment details. Please safeguard yourself against possible scams and contact us if you encounter any suspicious activity.#LI-JL#LI-RemoteYou Will Be

• Partnering with the CFO and other department leaders on the development and execution of the annual operating plan and a long-range financial plan, including designing strategic frameworks, rigorously evaluating and validating assumptions, and preparing comprehensive presentation materials for executive management and the Board and investors.
• Working closely with the CFO and other Senior Executive Leaders to assess and develop strategies for the company’s financial growth, guiding both short-term and long-term financial planning.
• Overseeing long-term budget development and cost management, implementing effective budget reporting and feedback systems to enhance operational efficiency throughout all business units.
• Directing the preparation and presentation of the monthly financial reporting package, including analyzing and investigating P&L and Balance Sheet variances between plan, prior year, and actuals.
• Overseeing the development and refinement of monthly operational metrics, including developing and enhancing metrics as the business changes, preparing visualizations to share insights, and distributing information to management.
• Managing Financial Statement reporting, including monthly and quarterly reporting and detailed operational analysis by department.
• Managing cash flow forecasting in a private equity-backed environment.
• Partnering with Accounting on annual audits, including variance analysis and controls.
• Acting as a key strategic advisor across the organization, addressing and resolving complex business challenges and queries, and providing high-level guidance and support to enhance organizational effectiveness and decision-making.
• Developing dashboards to monitor financial performance and operational efficiency, including implementing and tracking metrics to support business decision-making.
• Guiding tactical decisions that have a financial impact or require financial expertise (i.e., insurance, 401(k), etc.).
• Managing and mentoring the FP&A team, fostering a collaborative and high-performance work environment while providing guidance and support for professional development and career growth.
• Identifying financial risks and developing strategies to mitigate potential impacts, while ensuring compliance with financial regulations and company policies.
• Continuously evaluating and improving FP&A processes, tools, and methodologies to enhance efficiency and accuracy.
• Implementing best practices and innovative solutions to drive financial excellence.
• Helping identify, analyze, and support the execution of internal strategic projects, M&A, and other corporate finance initiatives.

You Must Have

• Minimum of 8-10 years of experience in company financial planning and analysis, with at least 3-5 years in a managerial or leadership role.
• Bachelor’s Degree in Business, Accounting, Finance, Business Administration, or a related field. MBA or relevant advanced degree preferred.
• Experience with technology-enabled services businesses, including day-to-day operations such as lead-pipeline-bookings-revenue recommendations, supply and demand planning, and employee utilization.
• Current knowledge of finance, budgeting and forecasting, cost control principles, and US GAAP.
• Track record of meeting or exceeding business objectives.
• Strong experience in strategic planning and implementation.
• Exceptional Excel skills, with experience building financial models in Excel.
• Experience with business intelligence reporting software and/or database structures (i.e. Looker, Tableau, Business Objects, Domo, BiqQuery, etc).  SQL experience preferred.
• Experience with NetSuite.
• Fluency with Google Sheets.
• Excellent communication and presentation skills, with the ability to effectively convey complex financial information to non-financial stakeholders.
• Demonstrated leadership and team management abilities.
• Strategic thinking with a focus on business impact and results.
• Proven ability to execute multiple tasks simultaneously.
• Proactivity and resourcefulness, with a strong ability to achieve goals, navigate challenges effectively, and overcome obstacles.
• Strong problem-solving skills and attention to detail.
• Strong organizational and time management skills
• Ability to thrive in a fast-paced, dynamic environment.

Nice to Have

• Background in Analytics or Data.
• Experience in a fast-paced Digital Marketing Agency.

Wpromote is committed to bringing together individuals from different backgrounds and perspectives, providing employees with a safe and welcoming environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Wpromote.This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. For more information on E Verify, or if you believe that your employer has violated its E-Verify responsibilities, please contact DHS.

$165,000 – $200,000