Director/Vice President of Financial Planning & Analysis

This is a Full Time Job

UTA seeks an experienced Director / Vice President to join our Financial Planning and Analysis (FP&A) team. Reporting to the SVP of Finance, this role will lead financial strategy and planning for the Advisory division. The Vice President will collaborate with division leadership on strategic initiatives to drive long-term revenue growth and margin expansion. This role requires strong proactive insight into industry trends and the competitive landscape to assess and develop growth opportunities. Key responsibilities include overseeing the Advisory division’s budget, maintaining ongoing forecasts, and providing data-driven analysis of revenue, expenses, and performance trends to guide strategic decisions. The position offers regular exposure to UTA’s CEO, COO, and CFO and will be in our New York City office.

What You Will Do

• Serve as the lead financial partner for UTA’s Advisory division, acting as a key strategic advisor to divisional and departmental leadership

• Collaborate with division leadership on strategic initiatives to drive revenue growth and margin expansion

• Analyze industry trends and the competitive landscape to identify and evaluate growth opportunities

• Lead complex financial analyses and projects, responding to ad hoc, high impact requests from leadership within the UTA Advisory division.

• Identify performance gaps through KPI analysis and recommend corrective actions to drive accountability and operational excellence

• Drive process improvements and automation to enhance forecasting accuracy, reporting efficiency, and data transparency

• Provide financial insights and recommendations to support strategic decision-making

• Work closely with the corporate accounting team to ensure accuracy and timeliness of financial reporting

• Prepare monthly business review presentations for senior leadership

• Oversee the annual budgeting and forecasting process for the UTA Advisory division

What You Will Need

• At least 10 years of experience in a similar role, ideally in a large, global organization

• Bachelor’s degree required; MBA preferred

• FP&A experience supporting advisory, consulting, media, entertainment, or marketing services businesses preferred

• Experience in investment banking, private equity, or management consulting is a plus

• Proven ability to draw strategic insights from diverse data sources

• Hands-on experience with budgeting, forecasting, financial modeling, and reporting

• Strong analytical skills with the ability to manage and interpret complex financial data

• Exceptional communication skills with the ability to create compelling presentations and explain complex financial concepts

• Advanced proficiency in Microsoft Excel and PowerPoint

• Experience with accounting and planning systems (NetSuite preferred)

• Ability to manage multiple projects and priorities in a fast-paced, deadline-driven environment

• Strong communication, collaboration, and interpersonal skills

• Highly organized with meticulous attention to detail