- Privately held company with a strong presence in retail and consumer engagement
- Partners with nationally recognized brands across diverse industries
- Agile, collaborative team known for bringing big ideas to life
- Fast-moving, cross-functional team known for delivering innovative solutions
- Work that intersects culture, consumer behavior, and brand strategy
- Entrepreneurial team environment with strong creative and strategic backing
- Commitment to measurable outcomes and long-term client partnerships
- A chance to shape programs that influence how people shop, connect, and experience brands
Location:
- On-site 5 days a week in University Area
RESPONSIBILITIES:
- Serve as a core member of the leadership team to lead development of the company's financial strategy and long-term planning
- Lead all core financial operations, including budgeting, forecasting, cash flow management, and monthly and quarterly reporting
- Oversee accounts payable, accounts receivable, payroll, and vendor payments to ensure accuracy, timeliness, and financial discipline
- Establish and maintain financial controls, policies, and procedures that support operational efficiency and protect profitability
- Lead the month-end close process, transitioning ownership from external accounting partners to an efficient, accurate, and scalable in-house finance function
- Partner with executive leadership to evaluate business performance and support decision-making across pricing, staffing, growth initiatives, client strategy and corporate transactions
- Prepare and present financial updates to leadership and board-level stakeholders
- Develop financial insights into client, project, and service line profitability to identify trends, risks, and opportunities
- Build and maintain financial models and scenario analyses to support planning, hiring, and growth initiatives
- Provide financial input on contracts, partnerships, and new business opportunities to support informed decision-making
- Deliver actionable insights into margin drivers, cost structure, and utilization to improve overall business performance
- Partner cross-functionally with account and production teams to align financial plans with operational execution
- Strengthen visibility into the full revenue lifecycle—from project scoping and budgeting to invoicing and margin realization
- Lead the financial planning process, including annual budgets and rolling forecasts
- Develop clear and consistent reporting that enables leadership to track performance against goals
- Evaluate and enhance financial systems, tools, and reporting infrastructure to support a growing organization
- Implement more efficient processes and workflows to improve accuracy, scalability, and visibility
- Bring structure and financial rigor to a fast-paced, project-based operating environment
BACKGROUND THAT FITS:
- 10+ years of finance or accounting experience, with at least 3 years in a senior leadership role
- Experience in agency, project-based, or services environments strongly preferred
- Strong understanding of project-based financial management, including client profitability, WIP accounting, and revenue recognition
- Demonstrated ability to operate as a hands-on leader in a dynamic, fast-paced environment
- Proven ability to translate financial data into actionable business insights and recommendations
- Experience building or improving financial processes, reporting, and systems
- Strong collaboration and communication skills, with the ability to partner effectively across functions
- Proficiency in accounting systems (e.g., QuickBooks, Hubspot, ADP) and advanced Excel/Google Sheets
