The role involves managing FP&A functions, developing financial models, preparing Board materials, analyzing metrics, supporting integrations, and driving process improvements.
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
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