Manager of Financial Planning & Analysis

Reposted 21 Days Ago
Hiring Remotely in United States
Remote
Senior level
Agency • Marketing Tech
Agital is The Impact Agency. We’re an integrated marketing partner for clients seeking data-driven strategy and results.
The Role
The role involves managing FP&A functions, developing financial models, preparing Board materials, analyzing metrics, supporting integrations, and driving process improvements.
Summary Generated by Built In

About Agital

We are a modern marketing collective built for scale, efficiency, and impact. As the parent company, Agital supports three specialized go-to-market agencies—Go Fish Digital, REQ, and WDG—with shared infrastructure, advanced technology, and deeply experienced people, allowing each brand to do its best work. Go Fish Digital makes the complex simple and the simple powerful by uniting strategy, creative, media, and SEO into one seamless engine for growth. REQ connects storytelling, technology, creativity, and digital strategy so ambitious organizations can own what’s next. WDG designs and builds enterprise web experiences that connect with diverse audiences and help organizations adapt to rapid technological change. Together, we operate as one strong, collaborative ecosystem, backed by smart systems, AI-powered capabilities, and a culture of curiosity, where people can grow their careers while shaping how ambitious brands grow in the world.


About the role

  • In this role, you will leverage strong FP&A expertise and a proven ability to synthesize information across multiple business units to build a comprehensive view of company performance across revenue and cost drivers. You will partner closely with finance and division leaders to deliver actionable insights, metrics, and KPIs that support informed business decisions.
  • As a key member of the finance team, you will support strategic planning, financial modeling, forecasting, and management reporting in partnership with the VP, FP&A.

What you'll do

  • Manage FP&A functions, including budgeting, forecasting, reporting, and performance analysis, in partnership with the VP, FP&A
  • Develop and maintain financial models that reflect the company’s performance and outlook, and communicate insights clearly across stakeholders
  • Prepare materials for Board of Directors presentations, including executive-level MD&A that distills complex information into actionable insights
  • Define, track, and analyze key business metrics, providing regular reporting and performance insights to leadership
  • Support integration and performance of acquired businesses, driving long-term growth and margin improvement
  • Support the development of operating targets and KPIs, and help implement best practices, policies, and processes across teams
  • Provide mentorship and guidance to finance and accounting team members, supporting the build-out of a high-performing, best-in-class finance organization
  • Partner cross-functionally with operations, sales, and marketing to understand business drivers and support data-driven decision-making
  • Identify and implement process improvements to enhance financial and operational workflows, including budgeting and reporting efficiency
  • Assess financial risks and recommend mitigation strategies, ensuring compliance with internal policies and external regulations

Qualifications

  • 5+ years of experience in FP&A or related financial analyst roles
  • Strong financial and business acumen, with the ability to translate complex data into actionable insights in a fast-paced, digital environment
  • Proven track record of driving financial performance through partnership with operational teams
  • Experience in service-based industries required; experience in digital, cyber, or marketing environments preferred
  • Experience in VC/PE-backed, high-growth companies preferred
  • Advanced financial modeling skills and proficiency with ERP systems and financial tools (e.g., Excel, Power BI, Tableau)
  • Experience with budgeting, forecasting, consolidation, and reporting / business intelligence systems
  • Strong communication and presentation skills, with experience engaging internal stakeholders and executive leadership
  • Ability to influence cross-functional stakeholders and drive alignment across teams
  • Project management capabilities, including experience leading or supporting complex, cross-functional initiatives
  • Strong analytical and problem-solving skills, with the ability to make data-driven recommendations
  • Willingness to travel occasionally for key meetings and internal leadership events

Skills Required

  • 5+ years of experience in FP&A or related financial analyst roles
  • Strong financial and business acumen with ability to translate complex data
  • Proven track record of driving financial performance through partnerships
  • Experience in service-based industries
  • Advanced financial modeling skills and proficiency with ERP systems and financial tools
  • Strong communication and presentation skills
  • Ability to influence cross-functional stakeholders
  • Project management capabilities
  • Strong analytical and problem-solving skills
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The Company
HQ: Burlington, Massachusetts
121 Employees
Year Founded: 2021

What We Do

Agital is The Impact Agency. We’re an integrated marketing partner serving clients of all sizes and across a variety of industries with services including paid and organic search, social, programmatic, public relations (PR), business consulting, marketing automation, website development, UX design, and more. Our team of digital marketing and holistic strategy experts is nimble, using the latest data sourced from our industry-leading proprietary software paired with decades of experience to achieve measurable growth for our clients. Backed by Trinity Hunt Partners and with offices across the US, Agital offers curated and holistic marketing services to advance clients and help them achieve business goals. For more information, visit agital.com.

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