Financial Planning and Analysis

• Evaluate financial and performance data of prospective clients across eCommerce, retail, and DTC channels.
• Build dynamic financial models to forecast ROI, CAC, LTV, media efficiency, and scale potential.
• Assist the Sales Team in creating deal proposals to support new client acquisition and close rate.
• Collaborate with Growth, Creative, and Marketing teams to align assumptions with campaign levers.
• Own and maintain “Budget vs. Actual” tracking models for active clients.
• Monitor key performance indicators (KPI), paid media spend, revenue targets, and contribution margins.
• Flag early indicators of underperformance and support the strategy team in recommending course corrections.
• Analyze seasonal trends, marketing mix effectiveness, and cohort behavior across channels.
• Consolidate client-level forecasts into a master agency revenue and margin model.
• Partner with the CSO and finance team to track how client budgets impact Modern Agency’s internal P&L.
• Support capacity planning and hiring roadmap based on client pipeline and budget shifts.
• Proactively identify risks and opportunities across the client portfolio.

FP&A Analyst

Credit & Finance Advising Assistant

Financial Accountant, CPA

Financial Analyst

Financial Analyst, CFO/VP Finance

Financial Voucher