Hotspex Media

Financial Planning and Analysis

• Serve as a strategic finance partner to the President and Executive Leadership Team
• Translate business strategy into financial plans, scenarios, and performance targets
• Provide clear recommendations on growth investments, pricing strategy, cost structure, and capital allocation
• Support partnerships, and strategic investments through financial modeling, due diligence, and integration planning
• Prepare materials for board stakeholders
• Own annual budgeting, quarterly reforecasting, and long-range financial planning
• Build and maintain scenario models addressing growth, margin, headcount, and pricing
• Analyze revenue mix, client concentration, and profitability by client, channel, and service line
• Develop financial frameworks that enable executive leadership to make fast, informed, data-driven decisions
• Deliver clear, executive-level reporting on actuals vs. forecast, margin performance, cash flow, AR/AP, and working capital
• Partner with Analytics/Tech teams to automate and scale financial reporting
• Own agency margin frameworks including gross margin, contribution margin, and net margin
• Develop deep visibility into project-based revenue models:
• - Media vs. fee revenue
• - Management fees, setup fees, analytics fees, and pass-through costs
• - Client profitability by account and service line
• Partner with Operations and Account Leadership to:
• - Improve utilization rates and capacity planning
• - Optimize staffing models and cost of delivery
• - Evaluate pricing, scope creep, and fee structures
• - Manage blended rates and resource allocation
• - Identify opportunities for fee and scope alignment, while maintaining service quality and culture
• Oversee accounting operations (internal and external partners) including AP/AR, payroll, and monthly close
• Ensure accurate and timely financial statements, reconciliations, and management reporting
• Maintain strong internal controls, audit readiness, and regulatory compliance
• Drive continuous improvement in financial processes and systems to support scalability
• Own relationships with banks, auditors, and external advisors
• Manage cash flow forecasting and liquidity planning to support agency operations
• Optimize billing cycles, collections processes, and payment terms
• Ensure the agency maintains healthy cash reserves while funding growth
• Build scalable financial systems and processes to support year over year growth
• Develop budgeting and forecasting processes that balance growth investment with profitability targets
• Foster financial accountability and transparency across the organization
• Partner with department heads to instill financial acumen and budget ownership throughout the company

Finance Director