Senior Financial Analyst at Omnicom Precision Marketing in New York, New York, United States of America

Job description

• We are seeking a highly analytical and commercially minded Senior Financial Analyst to join our Finance team. This role will serve as a strategic finance partner to business leaders, providing financial analysis, forecasting, budgeting, profitability insights, and decision support across the organization.
• The ideal candidate combines strong financial modeling and analytical skills with an understanding of the economics of the advertising industry, including client profitability, headcount utilization, project-based revenue, retainers, and other client commercial arrangements.

Responsibilities

• Financial Planning & Analysis
• Lead and support the annual budgeting, forecasting, and long-range planning processes.
• Prepare monthly and quarterly financial forecasts, including revenue, expenses, headcount, and profitability.
• Analyze actual financial performance against budget, forecast, and prior-year results.
• Identify key drivers of financial variances and provide clear, actionable insights to management.
• Develop scenario and sensitivity analyses to support strategic business decisions.
• Maintain and enhance financial models used for forecasting, planning, and management reporting.
• Client & Commercial Finance
• Analyze revenue, gross margin, and profitability by client, account, service line, and business unit.
• Partner with Client Services, Sales, Media, Operations, and other teams to evaluate the financial performance of client engagements.
• Review client scopes of work, staffing plans, pricing models, and commercial terms to assess profitability.
• Monitor client budgets, burn rates, staffing utilization, and potential scope or budget overruns.
• Support pricing and financial modeling for new business opportunities, renewals, and RFPs.
• Provide recommendations to improve client and portfolio profitability.
• Management Reporting & Business Insights
• Prepare recurring financial reporting packages, dashboards, and executive-level presentations.
• Develop and monitor key performance indicators such as revenue growth, gross margin, EBITDA, utilization, billable hours, average billing rates, and client profitability.
• Translate complex financial information into concise business insights for senior leadership.
• Identify trends, risks, and opportunities and recommend actions to improve financial performance.
• Support month-end and quarter-end financial reviews in partnership with Accounting.
• Workforce & Resource Planning
• Analyze headcount, compensation, freelance/contractor costs, and resource utilization.
• Partner with department leaders to forecast staffing requirements based on client demand and revenue expectations.
• Evaluate the financial impact of hiring, compensation changes, organizational restructuring, and resource allocation decisions.
• Monitor utilization and capacity across client-facing teams and identify opportunities to improve operational efficiency.
• Strategic & Ad Hoc Analysis
• Build financial models to evaluate investments, new service offerings, technology initiatives, and other strategic opportunities.
• Conduct scenario modeling and ROI analysis for business initiatives.
• Support senior leadership with ad hoc financial and operational analyses.
• Identify opportunities to improve financial processes, reporting accuracy, automation, and scalability.

Requirements

• Required
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 4–7 years of experience in financial analysis, FP&A, commercial finance, corporate finance, or a related discipline.
• Advanced proficiency in Microsoft Excel or Google Sheets, including complex financial modeling.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and profitability analysis.
• Demonstrated ability to analyze large datasets and translate findings into actionable business recommendations.
• Strong communication and presentation skills, with the ability to work effectively with both finance and non-finance stakeholders.
• Excellent attention to detail, organizational skills, and ability to manage multiple priorities and deadlines.
• Experience within an advertising agency, media agency, digital marketing, AdTech, MarTech, consulting, or professional-services environment.
• Experience analyzing client-level profitability, utilization, staffing, and project economics.
• Familiarity with advertising and media revenue models, including retainers, project-based fees, commissions, media spend, and technology/platform fees.
• Experience with ERP, financial planning, or business intelligence platforms such as NetSuite, Workday Adaptive Planning, Anaplan, Power BI, Tableau, or Looker.
• Experience with SQL, BigQuery, or other data-analysis tools is a plus.

Skills

Required

• Excellent attention to detail
• Organizational skills
• Microsoft Excel
• Google Sheets
• SQL
• BigQuery
• NetSuite
• Workday Adaptive Planning
• Anaplan
• Power BI
• Tableau
• Looker