Adelphi Group

Senior Financial Analyst

Adelphi Group New York, New York, United States · $95K–$105K/yr

Pharmaceutical Manufacturing · 501-1,000 employees

Sep 23
financial-analyst Senior (5-10 yrs) Full-time United States
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About the role

The Senior Financial Analyst will serve as a strategic finance partner, leading annual budgeting, forecasting, and long-range planning processes. They will also analyze client profitability, monitor financial performance, and provide actionable insights to management to support strategic decision-making.

What they look for

Financial modeling Financial planning Budgeting Forecasting Profitability analysis Variance analysis Data analysis Microsoft Excel Google Sheets Management reporting Strategic analysis Scenario modeling Business intelligence Communication skills Presentation skills Resource planning

Requirements

Candidates must hold a bachelor's degree in Finance, Accounting, Economics, or a related field with 4–7 years of experience in financial analysis. Advanced proficiency in Microsoft Excel and strong analytical skills are required, with preference given to those with experience in advertising or media agency environments.

Full description

Agency:

Omnicom Media

Job Function:

Finance

Job Subfunction:

Client Finance

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.

Key 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.

Qualifications

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.

Preferred

  • 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.

$95K - $105K

Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Our objective is to increase this requirement over time, and many of our agencies as well as Omnicom’s corporate group already require five days of in-office attendance.

Omnicom is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we’re focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us—we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice.

Link to Recruitment Privacy Notice: https://www.omc.com/privacy-notice

For US Job Seekers:

It is the policy of Omnicom and any of its affiliates to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F.

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