Senior Financial Analyst, FP&A

Description:

Reports to: VP, Financial Planning & Analysis

Location: US-Remote

(AL,AZ,CA,CO,CT,DC,FL,GA,ID,IL,IN,MA,MD,MI,MO,NC,NH,NJ,NV,NY,OH,OR,PA,RI,TN,TX,UT,VA,WA,WI)

Type: Full-Time, Salary, Exempt

About DMS

Digital Media Solutions (DMS) is a performance-driven digital marketing company that connects consumers and brands through data, technology, and proprietary media platforms. Our systems power high-volume consumer acquisition across multiple verticals, processing large-scale traffic and real-time decisioning in dynamic market environments.

About the Role

The Senior Financial Analyst is a senior individual contributor on the corporate FP&A team, reporting directly to the VP of FP&A. This role owns key components of consolidated forecasting, board reporting, and variance analysis across the enterprise, serving as a core contributor to monthly reporting, quarterly forecasts, and the annual budgeting process.

In this role, you will spend as much time interpreting results as producing them - translating financial performance into clear, actionable insights and helping shape how DMS communicates results to the Board, executive leadership team, and business stakeholders.

The role offers significant exposure to executive leadership and is structured to grow into broader FP&A leadership responsibilities over time.

Why Join DMS?

At DMS, FP&A sits at the center of how the business plans, measures, and drives performance. This is a high-impact role where your work directly informs executive decision-making and shapes how the company communicates results to leadership and the Board.

You’ll partner closely with senior leaders, gain exposure to a complex, high-volume business model, and play a key role in turning data into insight. If you’re looking for visibility, ownership, and the opportunity to influence how a business operates at scale, this role delivers.

Key Responsibilities:

• Consolidated Forecasting & Budgeting
• Own the maintenance and quarterly refresh of consolidated forecasts (3+9, 6+6, 9+3)
• Support and help drive the annual budgeting process, including business unit input collection, consolidation, and executive review materials
• Maintain forecast assumptions, scenario logic, and version control across planning cycles

Board & Executive Reporting

• Build and maintain monthly board reporting packages, including P&L performance, variance commentary, and KPI reporting
• Partner with the VP of FP&A to develop executive-level narratives on performance and trends
• Prepare materials for board meetings, audit committee meetings, and lender/investor reporting
• Variance Analysis & Performance Reporting
• Support the monthly reporting process across actuals vs. budget, forecast, and prior year
• Analyze revenue, gross margin, and operating expense performance
• Identify root causes of variances and clearly communicate drivers and implications
• Long-Range Planning & Scenario Modeling
• Support multi-year planning and strategic initiatives through scenario modeling
• Build flexible models to evaluate business initiatives such as channel expansion, customer concentration, and capital structure changes

Cross-Functional Partnership

• Partner with business unit leaders and shared services teams to connect operating metrics to financial outcomes
• Translate operational drivers (e.g., lead volume, RPO, channel mix) into financial performance insights
• Process & Reporting Improvement
• Identify opportunities to improve FP&A processes, reporting, and data workflows
• Support efforts to automate recurring deliverables and improve reporting efficiency

Ad Hoc Analysis

• Perform deep-dive analyses for executive leadership on key business questions
• Develop clear, structured analyses to support decision-making across the organization

Requirements:

Experience

• 3 - 7 years of progressive finance experience, including at least 3 years in FP&A
• Experience supporting consolidated forecasting and board-level reporting at a company of meaningful scale ($100M+ revenue)
• Background in investment banking, transaction advisory, or consulting is a plus when combined with FP&A experience
• Technical & Analytical Skills
• Advanced Excel modeling skills, including driver-based forecasting and scenario modeling
• Experience working with large datasets and business intelligence tools (Power BI, Tableau, or Looker)
• Experience with EPM/CPM platforms (e.g., NetSuite, Adaptive, Pigment, Anaplan, Vena, or similar)

Professional Skills

• Strong written and verbal communication skills, with the ability to clearly present financial insights
• Ability to operate in ambiguous environments and make well-supported assumptions
• Strong analytical mindset with attention to detail and accuracy

Preferred Qualifications

• Experience in performance marketing, lead generation, marketplaces, insurance, or transaction-based business models
• Exposure to board reporting or lender/investor reporting processes
• Familiarity with revenue recognition for services or marketplace businesses
• Experience supporting M&A diligence, integration, or strategic initiatives
• Experience working in private equity-backed or PE-influenced environments
• What Sets the Strongest Candidates Apart
• Intellectual curiosity and willingness to challenge assumptions when needed
• Ability to identify patterns and recurring trends in financial performance
• Strong storytelling skills - translating complex financial data into clear, actionable insights

Compensation

The anticipated annual base salary range for this position is $145,000 – $165,000. Actual compensation may vary based on work experience, education, and skill level.