Director, Financial Planning – Business Intelligence
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Job Description
Director leading FP&A, Power BI reporting, and financial decision support at Rain, a national DTC marketing agency. Strengthening forecasting, business partnering, automation, and commercial analysis.
Responsibilities:
- Lead or materially support the Annual Plan and Quarterly Forecasts for corporate and leadership review
- Prepare financial analysis of performance trends, key business drivers, revenue, profitability, staffing, utilization, and cash flow
- Support monthly and quarterly financial reporting for executive and department leaders
- Develop scenario models supporting strategic decisions, growth initiatives, and investment opportunities
- Support Board reporting packages, M&A evaluations, and other CFO-level analysis as needed
- Serve as a financial partner to business unit and department leaders, translating financial results into operational decisions
- Lead regular financial reviews focused on performance against plan, key drivers, risks, opportunities, and action steps
- Improve budgeting discipline by connecting operational plans to financial outcomes
- Support commercial modeling for growth initiatives, client opportunities, staffing decisions, and profitability improvement
- Build financial accountability through clear reporting, consistent metrics, and actionable analysis
- Own development and enhancement of Power BI reporting and dashboard solutions for Finance
- Design and maintain scalable financial data models using Power BI, Power Pivot, Power Query, DAX, and related tools
- Automate recurring reporting processes and reduce dependency on manual spreadsheet work
- Partner with Finance, Technology, Analytics, and operational teams to improve data quality, reporting consistency, and alignment of financial definitions
- Drive process improvements, workflow changes, and reporting enhancements supporting agency objectives
- Report to the CFO and partner closely with the VP Financial Operations, Controller, and business leaders
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field
- 7+ years of progressive FP&A, corporate finance, financial analytics, or business finance experience
- Advanced Power BI, Power Query, Power Pivot, and DAX experience required
- Demonstrated ability to build financial dashboards, data models, automated reporting, and performance management tools
- Strong financial modeling, forecasting, budgeting, and variance analysis skills
- Excellent communication and interpersonal skills, with the ability to support executive, operational, and commercial leaders
- Position based in Pacific time zone
- Periodically requires travel and accommodation of other US time zones
- Appreciation of our Core Values
- CPA, CFA, MBA, or equivalent advanced experience preferred
Benefits:
- Medical, Dental, and Vision insurance
- Quarterly profit-sharing program
- 401(K) plan with employer match (and immediate eligibility)
- 4-6 weeks PTO
- 12 paid holidays
- 12-18 weeks fully-paid Family and Medical Leave
- Monthly Work-From-Home allowance
- Flexible First environment with work-from-home flexibility
- Investment in employees, technology, and tools
- Virtual and in-person connection opportunities
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