Investment Analyst
Prudential Financial
Vice President, Finance
Pine Services Group
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $175,000 per year
Job Level
Lead
Tech Stack
ERP
About the role
- Lead all financial planning and analysis, including forecasting, budgeting, modeling, and executive reporting
- Own monthly financial rhythm and reporting, including cash flow management, margin analysis, and board-level materials
- Ensure timely, accurate financial closes in collaboration with the controller/bookkeeper
- Develop and lead operational cadence for the business: scorecards, KPIs, dashboards, and accountability systems
- Partner directly with the CEO on strategic planning, resourcing, pricing, and growth initiatives
- Act as a liaison across departments to ensure aligned execution across sales, delivery, and support
- Support board and investor communications; provide financial insights aligned with private equity governance
- Introduce scalable financial and operational processes to support growth while maintaining agility
- Lead and mentor a small finance team
- Identify and execute on opportunities to improve reporting, margins, pricing discipline, and operational effectiveness
Requirements
- 7 -10+ years of progressive finance experience
- Demonstrated experience owning FP&A and financial operations in a scaling company
- Strong command of subscription models, cash flow, EBITDA, and financial compliance
- Deep comfort with operational reporting, KPI development, and business performance management
- Experience with cross-functional leadership, particularly bridging sales, services, and support functions
- Exceptional business judgment and communication skills; able to translate financial insights into operational actions
- Experience supporting or interfacing with private equity investors and/or board members
- Strong systems orientation and a data-driven mindset
- Bachelor’s degree required; CPA or MBA is a plus but not required
