Director of Financial Planning & Analysis, Whalar
$150k
Plus a performance-based bonus
Creator talent & brand partnerships agency
Job no longer available
Creator talent & brand partnerships agency
201-500 employees
Job no longer available
$150k
Plus a performance-based bonus
201-500 employees
Company mission
To harness the power of the creator community by encouraging positive social change through strategic partnerships with world-class creators, brands, and leading social platforms.
Role
Who you are
- 5+ years of experience in Financial Planning & Analysis, Investment Banking, Private Equity, or related fields
- Prior experience as an analyst, preferably in a banking or private equity environment
- Strong understanding and grounding in accounting to ensure accuracy in financial models
- Experienced in accounting, cash flow management, revenue analysis, and profitability analysis
- Ability to thrive in a fast-paced, entrepreneurial environment with a hands-on approach
- Strong background in financial modeling, forecasting, and business analysis
- Advanced proficiency in Excel, financial modeling, and data analysis tools
- Experience with NetSuite and Pipedrive. Ability to leverage GenAI programs (ChatGPT, Claude, etc.) to scale work product
- Solid understanding of GAAP and financial reporting standards
- Strong communication skills with the ability to present complex financial information to executives and key stakeholders
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- MBA or CFA certification is a plus
What the job involves
- Reporting directly to the Chief Financial Officer (CFO), the Director of Financial Planning and analysis (FP&A) will play a pivotal role in driving the company's financial strategy
- This role oversees financial forecasting, budgeting, and strategic analysis to support data-driven decision-making across the organization
- In this position, you will collaborate closely with senior leadership to enhance financial performance, providing insights that influence both short-term operations and long-term strategic goals
- Success in this role requires the ability to think beyond traditional financial frameworks and work cross-functionally with finance, accounting, HR, and key business stakeholders to address evolving business needs
- You will operate within a complex organizational structure that includes 7–8 distinct lines of business, each with its own unique key drivers, cost structures, and operational priorities
- This environment demands a high degree of flexibility, adaptability, and strategic thinking to support diverse business models and growth initiatives effectively
- Lead the financial planning and analysis function, providing strategic insights and recommendations to senior leadership
- Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning
- Analyze financial performance, identifying trends, risks, and opportunities to drive business decisions
- Strong understanding and grounding in accounting to ensure accuracy in financial models
- Partner with business units to track KPIs and OKRs and optimize financial outcomes
- Prepare financial presentations, board materials, and investor reports
- Work closely with accounting and finance teams to ensure accurate financial reporting and compliance
- Support M&A activities, including due diligence, valuation analysis, and post-merger integration
- Enhance financial systems, tools, and processes to improve efficiency and data-driven decision-making
Application process
- Start Date: ASAP
Our take
The creator economy is worth billions, but in many ways it is still in its infancy. There are few clear paths to connect brands, content creators, and social platforms in a holistic way. Whalar, however, is challenging this notion by directly managing creator talent and brand partnerships.
Whalar delivers complimentary services encompassing talent management and brand partnerships, as well as proprietary technology platforms to power campaigns at scale. Though founded as a simple influencer marketing agency, the company has been astute in its hiring to build up its expertise, bringing on board executives with experience across the social media, consumer goods and advertising industries.
The company’s client list tells its own story – with notable names including Google, TikTok, McDonalds and Spotify. Operating in such lucrative circles has allowed Whalar to expand internationally. The company has also begun bolstering its standing through the acquisitions of C Talent (a consultancy that represents high-profile Deaf and Disabled talent), and creator management company Sixteenth.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (2 rounds)
Sep 2017
$3m
SEED
Mar 2016
$0.6m
SEED
Total funding: $3.6m
Company benefits
- Remote/flexible work with offices in NY, London, LA and Malaga
- 25 working days of paid vacation each year, with office closure between Christmas and New Year's Day
- Up to four months of fully paid parental leave
- Charity volunteer days
- Home office stipend
- Professional development stipend
- Company-wide yearly bonus
- Private medical insurance
- Health cash plan
- Private pension scheme
- Monthly phone/internet reimbursement
- Calm App subscription (Add up to 4 dependents)
- Fwrd personal development App subscription
Company HQ
Fulton Ferry District, NY
Leadership
James Street
(Co-founder)Co-CEO at Whalar Group and Member of the Advisory Board at Cerqular. Co-founded and is still active at clothing brand Old Harry, and wristwatch brand Shore Projects.
Neil Waller
(Co-founder)AAF Hall of Achievement Inductee. Also co-founded Shore Projects and Old Harry. Is a founding investor in a number of startups including EnviroBuild, Project Blu and Gratsy.
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