The Senior Financial Analyst will support budget, forecast, and performance analysis, maintaining financial models, preparing board materials, reporting metrics, and collaborating with various teams to improve operational workflows.
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 apply strong FP&A and analytical skills to support the development of a comprehensive view of company performance across revenue and cost drivers. You will work closely with finance and division leaders to analyze data, develop insights, and contribute to reporting, metrics, and KPIs that inform business decisions.
- As part of the finance team, you will play a key role in financial modeling, forecasting, and management reporting, supporting planning processes and delivering timely, accurate analysis in partnership with the VP, FP&A
What you'll do
- Support budgeting, forecasting, reporting, and performance analysis in partnership with the VP, FP&A
- Develop and maintain financial models that reflect company performance and outlook, and communicate insights across stakeholders
- Prepare board-facing materials, including executive-level MD&A that synthesizes complex information into clear, actionable insights
- Track and analyze key business metrics, providing regular reporting and performance insights
- Support the integration and performance of acquired businesses
- Partner with internal teams to support the development of operating targets, KPIs, and best practices
- Collaborate cross-functionally with operations, sales, and marketing to understand business drivers and support decision-making
- Identify opportunities for process improvements within financial and operational workflows, including budgeting and reporting
- Assist in assessing financial risks and supporting compliance with internal policies and regulations
Qualifications
- 3+ 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
- Experience supporting financial performance through partnership with operational teams
- Experience with budgeting, forecasting, consolidation, and reporting / business intelligence systems
- Proficiency in financial modeling and experience with ERP and financial analysis tools (e.g., Excel, Power BI, Tableau)
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Effective communication and presentation skills, with experience working with cross-functional stakeholders
- Project management and organizational skills, with the ability to manage multiple priorities
- Experience in fast-paced or digital environments preferred
- Willingness to travel occasionally for key meetings and internal events
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