Director, Financial Planning and Analysis
About The Position
The Director, Financial Planning & Analysis (FP&A) is responsible for building and strengthening financial planning, forecasting, reporting, and business insight capabilities across Klick. This is a hands-on leadership role for someone who enjoys working directly with data, developing financial models, producing meaningful analysis, and translating results into actionable business recommendations. The successful candidate will combine strategic thinking with a willingness to roll up their sleeves, partnering closely with Finance leadership and business stakeholders to improve decision-making, visibility, and financial performance.
Requirements
- 10+ years of progressive FP&A or corporate finance experience, with direct ownership of budgeting, forecasting, management reporting, and financial modeling in a complex organization — including executive reporting, annual planning, and business performance analysis.
- Advanced Excel skills — including the ability to independently build complex models, defend every assumption, and develop scenario comparisons that drive decision-making.
- Experience synthesizing financial and operational data into clear business narratives and decision-oriented recommendations for senior leaders; comfortable being challenged on your analysis.
- Demonstrated experience improving reporting processes through automation or AI-enabled tooling.
- Experience in a professional services environment with an understanding of people-based revenue and cost models.
Nice To Haves
- Comfort and enthusiasm for using AI as a regular part of how work gets done.
- CPA designation or equivalent professional accounting qualification.
- Experience leading, mentoring, or developing finance professionals while maintaining direct involvement in analytical and operational work.
- Experience supporting financial systems implementations, reporting transformations, or process improvement initiatives.
- Experience developing executive-level reporting materials for senior leadership teams and business stakeholders.
- Familiarity with NetSuite or similar ERP systems
Responsibilities
- Lead the production of monthly management reporting packages, executive dashboards, and performance reviews that inform senior leadership decisions. This includes variance analysis, trend commentary, and ensuring reports tell a coherent story — not just present numbers.
- Build and maintain budgeting, forecasting, and cash flow models that give the business forward-looking visibility. Improve accuracy over time by identifying what's driving the gaps between plan and actuals.
- Go beyond reporting to answer the "so what" — analyze financial and operational data to surface risks, opportunities, and recommendations. Present findings and insights directly to business leaders in plain language.
- Design scalable reporting frameworks and automate repeatable workflows using Excel, BI tools, and AI-enabled solutions. The goal is less time on data assembly, more time on insight.
Benefits
- Consistently named a Best Managed Company, Most Admired Corporate Culture, and Great Place to Work
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
