Director, Financial Planning and Analysis

The Klick Group—comprising Klick Health (including Klick Katalyst and btwelve), Klick Media Group, Klick Applied Sciences (including Klick Labs), Klick Consulting, and Klick Ventures—is an ecosystem dedicated to realizing the full potential of our people and clients in life sciences. Founded in 1997, we have offices in New York, Philadelphia, Saratoga Springs, Toronto, London, São Paulo, and Singapore. Consistently named a Best Managed Company, Most Admired Corporate Culture, and Great Place to Work, Klick is committed to fostering a high-performance, people-first culture with creativity, collaboration, innovation, and impact across everything we do.

About our Finance & Accounting Craft

The Finance & Accounting team supports Klick’s business by ensuring strong financial stewardship, accurate reporting, and scalable operational processes. The team partners closely with stakeholders across the organization to enable sound decision-making and financial integrity. Through a focus on controls, efficiency, and continuous improvement, the team helps Klick operate responsibly and sustainably as it grows.

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.

What You’ll Own

• Executive & Management Reporting 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.
• Planning & Forecasting 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.
• Business Analysis & Insights 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.
• Reporting Infrastructure & Automation 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.

Required:

• 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.

Desired:

• 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

This posting is for a newly created role at Klick.145,000 - $175,000. The final amount offered will be determined based on several factors such as a candidate's work location, their unique skill set, education, and prior work experience.

Our Commitment to Inclusion

Klick is consciously creating a culture where everyone can thrive and grow in their careers. We believe that our best work comes from our diverse backgrounds, perspectives, and skills. We strongly encourage members of historically underrepresented communities to apply, including Black people, Indigenous peoples, and other people of color, people with disabilities, people from gender and sexually diverse communities and people with intersectional identities. We're also committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please contact us at [email protected] and we will work with you to meet your accessibility needs and ensure you have a positive experience.