Director, Financial Planning and Analysis

Mod Op Llc; Fort Lauderdale (FL); Híbrido; USD 180.000 - 230.000; Jornada completa

Descripción de la vacante

Mod Op Llc in the Miami–Ft. Lauderdale area is seeking a Director of Financial Planning and Analysis to launch and lead a new FP&A capability that will become the strategic heartbeat of the business.

This hybrid role reports to the CFO and will own forecasting, planning, performance reporting, and decision support for a multi-service organization with an active acquisition agenda. The ideal candidate is a strategist-builder who can translate revenue, margin, staffing, pricing, and utilization

Formación

• 8+ years of finance experience, including 3+ years leading FP&A, forecasting, budgeting, and board reporting.
• Experience building or rebuilding FP&A in PE-backed or lender-reported environments.
• Ability to produce board- and lender-ready numbers with clear assumptions, risks, and conditions.

Responsabilidades

• Build monthly rolling forecasts for net revenue and EBITDA by service line and key clients.
• Lead monthly financial reviews with service-line leaders on margins, staffing, utilization and pricing.
• Prepare the financial performance and forecast sections of board materials.
• Support covenant forecasting and lender reporting in partnership with Accounting.
• Own annual operating planning, reforecasting and the first full-cycle budget after hire.
• Develop client profitability analyses, top-client concentration, and acquisition models.
• Leverage AI, automation and code to improve FP&A speed and quality.
• Partner with leaders across the business to drive data-driven decisions.

Conocimientos

Forecasting

Board reporting

Financial modeling

Strategic finance

Data analysis

Communication

Cross-functional partnering

AI/automation

Educación

MBA or equivalent finance leadership

CPA

CFA

Herramientas

NetSuite

Excel

ERP systems

Descripción del empleo

Director, Financial Planning and Analysis

About Mod Op

Mod Op is an i nsights-driven, full-service marketing agency, able to offer clients a full suite of solutions. Mod Op can offer you access to low-cost, high-quality health care options and a team of enthusiastic, collaborative and motivated coworkers who see career development and personal development as intertwined.

At Mod Op, we’re more than just an agency—we’re a team of forward-thinking professionals who are passionate about driving client success. We believe in fostering meaningful relationships, collaborating across disciplines, and delivering impactful solutions that help businesses grow.

About the role

Mod Op is hiring a Director, Financial Planning and Analysis (FP&A ) to launch and lead a brand-new FP&A capability that will become the strategic heartbeat of our business. L ocated in the Miami-Ft. Lauderdale area with a hybrid in-office work schedule, this role reports to the CFO, and will own forecasting, planning, performance reporting, and decision support for a services business with multiple service lines, lender reporting needs, and an active acquisition agenda. This isn't a role where you'll inherit a mature process and keep it running. This is a hands-on build role for a finance leader who can create board- and lender-ready numbers, partner directly with operators, and turn revenue, margin, staffing, pricing, and utilization data into better business decisions.

What you'll do

• Build and own monthly rolling forecasts for net revenue and EBITDA by service line and top clients, tied to NetSuite actuals after each close.
• Lead monthly financial reviews with service-line leaders, covering client margin, pipeline-to-revenue conversion, staffing cost versus forecast, utilization, pricing, and client mix.
• Prepare the financial performance and forecast section of board materials for CFO review.
• Support covenant forecasting and lender reporting in partnership with Accounting and Financial Operations.
• Own annual operating planning, reforecasting, and budget processes, including the first full-cycle budget after hire.
• Build client-level profitability, top-10 client concentration, acquisition models, pro forma covenant tests, and earnout measurement analysis.
• Use AI, automation and code to improve the speed, quality, and repeatability of FP&A analysis.
• Serve as the finance partner to leaders across Client Partnerships, Audience Growth and Performance, Creative, Public Relations, Data and Marketing Automations, Technology, Experiential, and Transformation Consulting.

The ideal candidate is equal parts strategist, operator, storyteller, and builder. You enjoy asking tough questions, challenging assumptions, and digging beneath the numbers to understand how the business really works. If you're motivated to create an FP&A function that becomes a trusted decision partner to the CFO, CEO, and service-line leaders, this could be your next big opportunity.

Qualifications

• 8+ years of finance experience, including 3+ years leading FP&A, including forecasting, budgeting, and board reporting.
• Experience building or rebuilding FP&A in a PE-backed or lender-reported company.
• Strong judgment and quality control: you know what a board- or lender-ready number looks like and can explain the assumptions, risks, and conditions that would make it wrong.
• Strategic finance orientation: you turn client, staffing, utilization, pricing, revenue, and margin data into operating decisions rather than only reporting variances.
• Hands-on modeling ability across rolling forecasts, budgets, cash flow, covenant forecasting, client profitability, service-line economics, and scenario analysis.
• Comfort with services-business economics, including net revenue versus gross billings, pass-through costs, utilization, client margin, and project profitability.
• AI-forward working style: you use tools like Claude, plus automation or code, as your core method for building models and analysis.
• Player-coach mindset: willing to personally build the models and cadence in year one while designing the function and team for scale.
• Self-starter who moves fast from a short brief, takes coaching well, and wants to both do the work and lead.

Preferred qualifications

• Marketing, advertising, creative agency, professional services, or consulting finance experience.
• Experience with acquisition integration or M&A modeling.
• Direct (13-week or 26-week) cash flow forecasting experience under lender scrutiny.
• NetSuite experience, including reporting structures, or ERP conversion support.
• Multi-entity U.S. and Canada consolidation experience.
• CPA, CFA, MBA, or equivalent finance leadership development.