Full-Time

Director – Financial Planning & Analysis

Posted on 9/14/2024

Wpromote

Wpromote

501-1,000 employees

Digital marketing agency for business growth

Data & Analytics
Consulting

Compensation Overview

$165k - $200kAnnually

+ Annual Performance Bonus

Senior

No H1B Sponsorship

Remote in USA

May be performed remotely in most states within the US, with some exclusions.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
NetSuite
BigQuery
SQL
Tableau
Looker
Excel/Numbers/Sheets
Requirements
  • 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.
Responsibilities
  • 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.

Wpromote helps businesses grow through digital marketing strategies that combine paid media and SEO. Their services include social media ads, search engine marketing, and content optimization, all tailored to meet the unique needs of each client. By using data analytics and predictive modeling, Wpromote creates customized marketing campaigns that aim to increase sales and audience engagement. Unlike many competitors, Wpromote focuses on delivering measurable results that directly impact their clients' revenue. Their goal is to provide effective marketing solutions that drive significant growth for businesses of all sizes.

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

El Segundo, California

Founded

2001

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-powered creative tools boosts Wpromote's market position.
  • Expansion of social media advertising capabilities aligns with Wpromote's expertise in video content.
  • Rising importance of supply path optimization benefits Wpromote's partnership with PubMatic.

What critics are saying

  • Over-dependence on AI could reduce human oversight in campaign management.
  • Partnership with PubMatic may expose Wpromote to data privacy risks.
  • New leadership may disrupt existing client relationships or internal processes.

What makes Wpromote unique

  • Wpromote's proprietary Polaris platform offers unique AI-powered creative performance tools.
  • The agency's Challenger Culture empowers employees to innovate and challenge conventional marketing strategies.
  • Wpromote's integration of data analytics with creative strategies enhances ad performance.

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