Support the annual budgeting process, rolling forecasts, and long-range planning in collaboration with executive team and business unit leaders
Develop and maintain comprehensive financial models and executive dashboards to enable real-time decision making, including 26-week cash flow forecasts, customer pricing and profitability analyses, and ROI evaluations
Redesign of client profitability methodology and reporting capabilities
Analyze revenue trends, margin performance, and cost drivers; provide data-driven recommendations to improve business results
Support accounting function on monthly close process by identifying variances and deviations in advance of financial report issuance
Lead Finance Business Partner with cross-functional leaders (Tolling, Technology, HR, Legal/Compliance) to ensure financial performance, evaluate initiatives, prioritize investments, and align resources
Support M&A activity including financial modeling, valuation, synergy analysis, integration planning, and post-close performance tracking
Leverage AI/ML-enabled forecasting tools and predictive analytics to improve forecast accuracy and scenario planning
Identify and implement opportunities to automate manual FP&A processes and streamline reporting to free up team capacity
Standardize financial reporting in NetSuite and Vena: own the development of key KPIs and reporting infrastructure
Prepare financial presentations for executive leadership, Board of Directors, and private equity sponsor
Other duties as assigned

Requirements

Demonstrated ability to lead planning and performance reporting in multi-entity, tech-enabled, or service-oriented organizations
M&A experience required, including financial modeling, valuation, and integration planning
Must be an Excel and PowerPoint expert
Experience with NetSuite and modern financial planning and business intelligence (BI) tools
Familiarity with AI/ML-driven forecasting or predictive analytics tools and methodologies, specifically within AWS hosting (i.e. QuickSight, DataBricks).
Highly analytical with excellent communication, storytelling, and executive presentation skills
Collaborative, proactive leadership style with the ability to influence cross-functional decision-making
Proven ability to build and scale high-performing finance teams

Benefits

Medical, Dental, & Vision Insurance
Healthcare & Dependent Flexible Spending Accounts (FSA)
Health Savings Account (HSA) with Employer Contribution
Company Paid Life and AD&D Insurance
Company Paid Short- & Long-Term Disability
Employee Assistance Program (EAP)
401(k) with Employer Match (Traditional/Roth/Safe Harbor)
Paid Time Off
10 Company Holidays
PTO Accrual
Sick Time Accrual
Parental Leave
Jury Duty
Military Leave
Bereavement
Other Voluntary Benefits
Life and AD&D Insurance for Employees/Spouse/Child(ren)
Critical Illness
Accident Insurance
Identity Theft Insurance
Pre-paid Legal Insurance
Dependent Care Flexible Spending Account (DCFSA)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingbudgetingforecastingdata analysisprofitability analysisROI evaluationfinancial reportingautomation of FP&A processesKPI developmentM&A valuation

Soft Skills

analytical skillscommunication skillsstorytellingexecutive presentation skillscollaborative leadershipproactive leadershipinfluence decision-makingcross-functional collaborationteam buildingperformance reporting