Job Title: Director, FP&A Group/Team: Finance/ Accounting Reports to: CFO Location: Beaverton, OR, Remote Employment Type: FT, Salary, Exempt Travel Requirements: <10% WHO WE ARE THE OPUS GROUP The Opus Group represents a shared services model that provides administrative support to our “house of brands.” Our house of brands includes Opus, MAS and Verve. Our structure provides scalable and efficient administrative services and support that adds fuel to the growth of our brands. Operating independently, each brand serves its own clients with purposeful services and solutions. Each brand designs, creates and manages their client’s most important events and experiential campaigns. WHAT WE’RE LOOKING FOR The Director, Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving the organization’s financial planning, forecasting, performance management, and strategic analysis. This role partners closely with executive leadership and cross-functional teams to provide forward-looking insights, support data-driven decision-making, and ensure alignment between financial plans and business objectives. The Director of FP&A serves as the connective tissue between strategy and execution- translating complex financial data into clear narratives, actionable recommendations, and measurable outcomes. While this role collaborates closely with accounting and controllership, the primary focus is on planning, analysis, business partnership, and performance optimization rather than day-to-day accounting operations. YOU SHOULD HAVE - Bachelor’s degree in Finance, Accounting, Economics, or a related field - 8+ years of progressive experience in FP&A, corporate finance, or related roles, including prior people management experience - Deep expertise in budgeting, forecasting, financial modeling, and variance analysis - Strong understanding of financial statements and key business drivers - Proven ability to partner with senior leadership and influence decision-making - Experience supporting long-range planning and strategic initiatives - Advanced analytical, communication, and presentation skills ESSENTIAL RESPONSIBILITIES - Lead the development and management of annual budgets and multi-year financial plans - Oversee rolling forecasts, reforecasts, and scenario modeling to reflect changing business conditions - Ensure alignment between financial plans, strategic priorities, and operational goals - Monitor and analyze key financial and operational metrics, including revenue, margins, operating expenses, and unit economics - Lead variance analysis versus budget, forecast, and prior periods, identifying trends, risks, and opportunities - Partner with department leaders across operations, marketing, HR, IT, and other functions to evaluate budget requests, ROI, and resource allocation - Provide financial guidance on investments, new initiatives, pricing, and growth opportunities - Translate financial results into clear, actionable insights for senior leadership and executive audiences - Support strategic planning, goal-setting, and long-term growth initiatives in collaboration with executive management - Prepare executive-level presentations and materials for leadership reviews, board meetings, and strategic discussions - Lead, mentor, and develop FP&A team members, fostering strong analytical and business-partnering capabilities - Collaborate closely with accounting and finance leadership to ensure consistency between actuals, forecasts, and plans - Ensure forecasting assumptions and financial models are well-documented, transparent, and scalable - Continuously improve planning processes, financial models, and analytical frameworks to increase efficiency and insight SUPERVISORY RESPONSIBILITIES Yes COMPETENCIES - Develop and innovate continuously and implement processes, methods, best practices and / or systems for clients or within the team - Operates and make sensible decisions with fiscal responsibility in mind - Accountable for the Business Unit's structure, vision and financial health - Applies advanced knowledge and expertise at the Business Unit and - Agency level - Change driver for innovation in Client and Team solutions and Business Unit development - Build and align capabilities, resources and stakeholders and focus on managing and improving performance - Leads creative problem solving and articulates thoughts clearly to the team and clients proactively - Ensures employees long term development WHAT YOU CAN EXPECT IN RETURN - Full time position - Opportunities for growth and development - Health & Dental Insurance (choice of plans) - 100% Employer paid short-term disability and life insurance - Opportunity to elect additional life insurance and LTD insurance at employee expense - Paid parental leave - Opportunity to contribute pre-tax dollars to flexible spending accounts - 401(K) with employer match - Flexibility in work schedules - Generous time off HOW WE’LL TAKE CARE OF YOU Our job titles may span more than one career level. The starting salary for this role is between $130,00 and $165,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future. NOT SURE IF YOU SHOULD APPLY? Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don’t worry about checking every single box. At The Opus Group, we are dedicated to building a diverse, inclusive, and authentic team – so if you’re excited about this role, but your past experience doesn’t align perfectly with every single qualification in this job description, we encourage you to apply anyway. You may just be the right candidate for this role or we may have other roles that better align with your skillset. PHYSICAL REQUIREMENTS: Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed. The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. OTHER DUTIES AND ACKNOWLEDGEMENT The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-Remote

• develop, maintain, and expand both internal and external relationships within a specified geographic territory • dial out to Financial Advisors 40 times per day to educate them on investment lending products/strategies and assist in completing sales • conduct meetings with advisors to drive sales and understand their practices • educate advisors on how making use of investment leverage can solidify relationships and grow their business • create and analyze sales data and reports to ensure sales goals are met

• Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance • Provide financial planning, reporting, and analytical guidance to support key decisions and initiatives • Prepare monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year • Conduct regular variance analysis, keeping functional leaders informed and accountable to spend • Develop and support financial forecasts and the annual operating plan • Build and maintain detailed financial models for corporate cost centers • Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition • Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers • Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget • Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation • Support business cases and investment decisions through ROI and sensitivity analysis • Standardize planning templates, automate recurring reports, and help streamline financial processes • Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities

• Design, build, and maintain complex, multi-year financial models across channels, products, and business units. • Support long-range planning (LRP), annual budgeting, rolling forecasts, and scenario analysis. • Develop and refine driver-based and predictive modeling approaches. • Ensure consistency, transparency, and documentation of key assumptions and methodologies. • Translate business strategies and initiatives into actionable financial insights. • Contribute to the design, build, and ongoing enhancement of Pigment applications. • Partner with FP&A, IT, and implementation teams to translate business requirements into scalable system solutions. • Support integration efforts with ERP (SAP S/4HANA), HCM (Workday), and data platforms. • Help maintain data integrity, model accuracy, and system documentation. • Identify opportunities to improve automation, usability, and performance within the EPM environment. • Help establish and promote best practices in financial modeling, scenario planning, and forecasting. • Drive improvements in model efficiency, scalability, and auditability. • Generate insights from financial models to support decision-making. • Communicate complex analyses clearly to finance and business stakeholders. • Support leadership with scenario analysis and financial impact assessments.