Senior Vice President, Financial Planning & Analysis

Just Global: 

At Just Global we live and breathe B2B and believe in igniting B2B relationships. Our independent, global team actively engages with clients to put our deep technical knowledge and unique perspectives of markets and buying processes to work. We maximize insights, we spark creativity, and we leverage technology to inspire brand loyalty and drive reoccurring revenue. We are the heart of B2B. 

What you are accountable for:

The Senior Vice President, Financial Planning & Analysis (FP&A) is accountable for driving strategic financial planning, forecasting, and margin performance across the business. This role partners with business leaders and the CFO to align planning, budgeting, and reporting processes, while ensuring strong commercial support for client teams and building scalable tools that enhance visibility and decision-making.

What you are responsible for:

·      Lead revenue, people, and operational forecasting across the business

·      Drive margin performance, pricing discipline, and client financial strategy

·      Guide the annual planning, budgeting, and long-range forecasting processes with the CFO

·      Build and maintain dynamic revenue and headcount models

·      Create scalable reporting tools and frameworks that improve business visibility and decision-making

·      Monitor financial performance and deliver reporting to department and executive leadership

·      Provide strategic financial input on resourcing, growth, and operational initiatives

·      Partner closely with business leaders to provide clear, data-driven insights

·      Partner with account leads on pricing, margin analysis, and statement of work (SOW) development

·      Manage and develop the client finance function to ensure strong commercial support for client teams

·      Collaborate with Accounting on revenue recognition and ensure reporting and operational alignment

·      Collaborate with Resource Management and Talent Attraction on headcount planning and delivery needs

·      Support financial scenario modeling, insights, and recommendations alongside the CFO

·      Drive continuous improvement in Excel-based planning tools, with integration to NetSuite

What you’ll bring [knowledge, skills, and/or experience]:

Knowledge

·      Agency knowledge (structure, operations, and service delivery models)

·      Business drivers and financial levers within a professional services environment

·      Client finance operations (including pricing models and margin management)

·      Enterprise Resource Planning (ERP) and financial systems (e.g., NetSuite)

·      Financial modeling and scenario planning techniques

·      Financial planning, budgeting, and forecasting best practices

·      Financial reporting principles

·      Revenue recognition principles

Skills

·      Accuracy and attention to detail

·      Agile decision-making in fast-paced environments

·      Analytical thinking

·      Commercial acumen

·      Manage complexity

·      Microsoft Excel (advanced)

·      Organizational skills

·      People management

·      Presentation skills

·      Prioritization skills

·      Problem-solving

·      Process improvement

·      Stakeholder management

·      Strategic thinking

·      Financial modeling and scenario planning

·      Upwards management

Experience

·      12+ years in FP&A, client finance, or strategic finance roles

·      5+ years experience in a leadership role

·      Experience leading forecasting, budgeting, and planning cycles

·      Experience in client finance, pricing, and margin oversight in a professional services or agency environment

·      Experience on building financial models, reporting frameworks, and planning processes

·      Experience influencing operational and strategic outcomes through financial insight

What it means to work at Just Global…

Being a Just teammate means working in alignment with our Values… 

Cultivate Relationships 

·      Build rapport first. 

·      Put yourself in their shoes. 

·      Assume positive intent. Give others the benefit of the doubt. 

Be One Team 

·      Collaborate. 

·      Be the guardian of each other’s reputation. 

·      Have each other’s back. Help each other out. 

Strive for Brilliance 

·      Create work you can be proud of. 

·      Remain open and curious. 

·      Improve your work. Improve yourself. 

And in return you can expect… 

·      You will be seen, heard, and included as a whole human being 

·      Your contribution will be valued, rewarded, and recognized 

·      You will develop deep and meaningful relationships that could last a lifetime 

·      You will have leaders who are worth following 

·      You will have the opportunity to develop yourself and your craft 

·      You will have a meaningful chapter in your career path