Director, Financial Planning and Analysis

Excel Sports Management•New York, NY

11h

About The Position

Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee properties. Their success is rooted in their people, high character reputation, and commitment to creating a diverse and welcoming workplace, focusing on team chemistry, collaboration, strong relationships, valuable networks, and ambitious ideas to deliver innovative solutions. Excel Sports Management is seeking an experienced Director of Financial Planning and Analysis. This role will report into the CFO and will work closely with all levels of management to support the financial planning and analysis function. The candidate must be able to communicate effectively with C-level executives, outside investors, team members, and business partners.

Requirements

Bachelor’s degree in business, finance, economics or related
Minimum 7 years of FP&A experience with a heavy focus on 3-statement modeling and business operations
Experience in managing the annual budgeting and forecasting process across an organization with multiple lines of business
Experience supporting mergers and acquisitions
Familiarity with data mining, creating analytical models, and generating ad hoc reports
Strong business partnership mindset with the ability to influence and collaborate across all levels of the organization
Exceptional analytical and problem-solving skills, with the ability to translate data into actionable insights
Excellent communication and presentation skills, including experience working with senior executives
Ability to operate effectively in a fast-paced, dynamic, and evolving environment
High attention to detail with strong organizational and project management skills
Demonstrated ability to manage multiple priorities and deliver high-quality work under tight deadlines
Proactive, self-starter with a continuous improvement mindset
Strong desire to support staff development through mentorship and coaching

Responsibilities

Own and lead the company-wide annual budgeting process, quarterly forecasts, and long-range planning, ensuring alignment across departments
Design, implement, and continuously improve scalable financial models, templates, and planning tools
Maintain and enhance the company’s consolidated 3-statement financial model
Deliver monthly and quarterly reporting, including budget vs. actual analysis, variance explanations, and actionable insights
Prepare and present financial materials for executive leadership, board meetings, and external stakeholders
Manage rolling 12-month forecast with real-time updates based on business performance
Define, track, and report key performance indicators (KPIs) to measure business performance and inform decision-making
Leverage AI and advanced analytics tools to enhance forecasting accuracy, automate reporting processes, and generate predictive insights
Develop and maintain a comprehensive cash flow forecasting and liquidity planning model
Partner with department leaders to understand business drivers, improve forecasting accuracy, and support operational decision-making with ad hoc analysis
Conduct segment and business line profitability analysis to support resource allocation and growth prioritization
Support M&A activity, including financial diligence, valuation analysis, and integration planning
Collaborate with Strategy, Corporate Development, and Accounting team to ensure alignment on financial and operational objectives