Klick
Financial Services
Director,FinancialPlanningandAnalysis
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“Director, Financial Planning and Analysis at Klick. Skills: Financial planning, Forecasting, Management reporting, Financial modeling. Lead production of monthly management reporting packages. Lead production of executive dashboards”
Industry & Context.
Scenario analysis; Data analysis
What They're Looking For.
Must Have
10+ years FP&A experience, Direct ownership of budgeting, Direct ownership of forecasting, Direct ownership of management reporting, Direct ownership of financial modeling, Executive reporting experience, Annual planning experience, Business performance analysis experience, Advanced Excel skills, Synthesize financial data, Synthesize operational data, Improve reporting processes through automation, Improve reporting processes through AI tooling, Experience in professional services, Understanding of people-based revenue models, Understanding of people-based cost models
Nice to Have
Comfort using AI, Enthusiasm for using AI, CPA designation preferred, Equivalent professional accounting qualification preferred, Experience leading finance professionals, Experience mentoring finance professionals, Experience developing finance professionals, Experience supporting financial systems implementations, Experience supporting reporting transformations, Experience supporting process improvement initiatives, Experience developing executive-level reporting materials, Familiarity with NetSuite, Familiarity with similar ERP systems
What You'll Do.
Lead production of monthly management reporting packages
Lead production of executive dashboards
Lead production of performance reviews
Perform variance analysis
Provide trend commentary
Ensure reports tell a coherent story
Build budgeting models
Maintain budgeting models
Build forecasting models
Maintain forecasting models
Build cash flow models
Maintain cash flow models
Identify drivers of gaps between plan and actuals
Analyze financial data
Analyze operational data
Surface opportunities
Develop recommendations
Present findings to business leaders
Design scalable reporting frameworks
Automate repeatable workflows
How You'll Work.
Team & Collaboration
Partner with Finance leadership; Partner with business stakeholders; Partner with stakeholders across organization
Communication Scope
Executive presentations; Business narratives
Process & Methodology
Process improvement
Full Job Description
The Klick Group—comprising Klick Health (including Klick Katalyst and btwelve), Klick Media Group, Klick Applied Sciences (including Klick Labs), Klick Consulting, and Klick Ventures—is an ecosystem dedicated to realizing the full potential of our people and clients in life sciences. Founded in 1997, we have offices in New York, Philadelphia, Saratoga Springs, Toronto, London, São Paulo, and Singapore. Consistently named a Best Managed Company, Most Admired Corporate Culture, and Great Place to Work, Klick is committed to fostering a high-performance, people-first culture with creativity, collaboration, innovation, and impact across everything we do. About our Finance & Accounting Craft The Finance & Accounting team supports Klick’s business by ensuring strong financial stewardship, accurate reporting, and scalable operational processes. The team partners closely with stakeholders across the organization to enable sound decision-making and financial integrity. Through a focus on controls, efficiency, and continuous improvement, the team helps Klick operate responsibly and sustainably as it grows. The Director, Financial Planning & Analysis (FP&A) is responsible for building and strengthening financial planning, forecasting, reporting, and business insight capabilities across Klick. This is a hands-on leadership role for someone who enjoys working directly with data, developing financial models, producing meaningful analysis, and translating results into actionable business recommendations. The successful candidate will combine strategic thinking with a willingness to roll up their sleeves, partnering closely with Finance leadership and business stakeholders to improve decision-making, visibility, and financial performance. What You’ll Own * Executive & Management Reporting Lead the production of monthly management reporting packages, executive dashboards, and performance reviews that inform senior leadership decisions. This includes variance analysis, trend commenta
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