Director – Strategic Finance

Shield

Strategic Finance leader at Shield driving financial strategy, operational insights, and executive decision support. Building financial models and partnering with executives on strategic initiatives.

Posted 5/21/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $180,000 - $230,000 per yearWebsite

About the role

Key responsibilities & impact

Partner closely with executive leadership on company-wide strategic initiatives, growth planning, and operational decision-making
Develop long-range financial and operational models to support business planning, investment decisions, and platform scaling initiatives
Evaluate ROI and business impact across growth initiatives, operational investments, pricing strategies, and new market opportunities
Translate complex financial and operational data into clear recommendations for leadership stakeholders
Support organizational planning and resource allocation across Shield and its portfolio companies
Build and maintain reporting frameworks, dashboards, and KPIs across the organization
Develop operational metrics around recurring revenue, retention, margin performance, utilization, and business health indicators
Partner with operating teams to improve data accuracy, reporting consistency, and financial visibility across multiple systems and entities
Drive scenario modeling, trend analysis, and forecasting to support executive decision-making and business planning
Help establish scalable financial and operational governance processes as the platform continues to grow
Support acquisition analysis, financial diligence, and integration planning efforts
Assist in evaluating strategic investments, partnerships, and growth opportunities across the portfolio
Partner cross-functionally with finance, operations, and integration teams on post-acquisition performance tracking and operational alignment
Contribute to systems implementations, process improvements, and finance transformation initiatives across Shield and partner companies
Support executive-level materials for Board meetings, investor conversations, and strategic planning discussions
Work across multiple systems and data sources to reconcile, validate, and improve financial and operational reporting accuracy
Identify opportunities to automate reporting, improve workflows, and streamline financial processes
Help design scalable, AI-forward finance and operational processes that support a rapidly growing organization
Raise the level of analytical rigor and operational visibility across the business while maintaining speed and adaptability

Requirements

What you’ll need

7–10+ years of experience in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments
Experience supporting executive leadership in a high-growth, operationally complex environment
Strong financial modeling, analytical, and problem-solving capabilities
Background in M&A, integrations, or multi-entity/platform businesses strongly preferred
Experience working with operational and financial systems, reporting tools, and large datasets
Ability to operate comfortably in ambiguity and build structure where needed
Strong executive communication and presentation skills
Highly collaborative, low-ego approach with a willingness to roll up sleeves and execute
Experience within technology, IT services, SaaS, MSP, or PE-backed environments preferred

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Shield Website LinkedIn All Job Openings 51 - 200 employees Founded 2024 🤝 B2B 🤖 Artificial Intelligence 🏢 Enterprise B2B
Artificial Intelligence
Enterprise Shield is a tech-enabled partner and investor that helps managed service providers (MSPs) scale by combining patient capital, operational expertise, and applied AI engineering. The firm provides forward-deployed engineers, operational support (HR, finance, recruiting), people development, and strategic M&A guidance while preserving local leadership and culture. Backed by ZBS Partners and Thrive Holdings, Shield focuses on long-term, founder-friendly partnerships to accelerate growth and implement AI-first solutions. Director – Strategic Finance 🔥 1 hour ago 🏢🏡 New York City – Hybrid 💵 $180k - $230k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Partner closely with executive leadership on company-wide strategic initiatives, growth planning, and operational decision-making
Develop long-range financial and operational models to support business planning, investment decisions, and platform scaling initiatives
Evaluate ROI and business impact across growth initiatives, operational investments, pricing strategies, and new market opportunities
Translate complex financial and operational data into clear recommendations for leadership stakeholders
Support organizational planning and resource allocation across Shield and its portfolio companies
Build and maintain reporting frameworks, dashboards, and KPIs across the organization
Develop operational metrics around recurring revenue, retention, margin performance, utilization, and business health indicators
Partner with operating teams to improve data accuracy, reporting consistency, and financial visibility across multiple systems and entities
Drive scenario modeling, trend analysis, and forecasting to support executive decision-making and business planning
Help establish scalable financial and operational governance processes as the platform continues to grow
Support acquisition analysis, financial diligence, and integration planning efforts
Assist in evaluating strategic investments, partnerships, and growth opportunities across the portfolio
Partner cross-functionally with finance, operations, and integration teams on post-acquisition performance tracking and operational alignment
Contribute to systems implementations, process improvements, and finance transformation initiatives across Shield and partner companies
Support executive-level materials for Board meetings, investor conversations, and strategic planning discussions
Work across multiple systems and data sources to reconcile, validate, and improve financial and operational reporting accuracy
Identify opportunities to automate reporting, improve workflows, and streamline financial processes
Help design scalable, AI-forward finance and operational processes that support a rapidly growing organization
Raise the level of analytical rigor and operational visibility across the business while maintaining speed and adaptability 🎯 Requirements
7–10+ years of experience in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments
Experience supporting executive leadership in a high-growth, operationally complex environment
Strong financial modeling, analytical, and problem-solving capabilities
Background in M&A, integrations, or multi-entity/platform businesses strongly preferred
Experience working with operational and financial systems, reporting tools, and large datasets
Ability to operate comfortably in ambiguity and build structure where needed
Strong executive communication and presentation skills
Highly collaborative, low-ego approach with a willingness to roll up sleeves and execute
Experience within technology, IT services, SaaS, MSP, or PE-backed environments preferred Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Managing Director – Financial Sponsor Group 🔥 19 hours ago Huntington National Bank 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Managing Director responsible for originating and managing diverse financial sponsor relationships. Leading client strategy and execution in capital markets and M&A transactions at Huntington Bank. 🏢🏡 New York City – Hybrid 💵 $300k - $350k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Finance Manager, Sales Compensation, Analytics 🕒 Yesterday Broadridge 10,000+ employees 💸 Finance 💳 Fintech 🤝 B2B Website LinkedIn All Job Openings Finance Manager in Sales Compensation & Analytics at Broadridge, analyzing sales compensation programs and driving performance insights within global sales. 🏢🏡 New York City – Hybrid 💵 $130k - $140k / year 💰 Post-IPO Debt on 2023-08 ⏰ Full Time 🟠 Senior 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Vice President, Financial Planning & Analysis 🕒 Yesterday Shake Shack 5001 - 10000 👥 B2C 🛍️ eCommerce 🛒 Retail Website LinkedIn All Job Openings Vice President of FP&A managing strategic financial operations at Shake Shack. Collaborating with executives to drive financial growth and operational efficiency. 🏢🏡 New York City – Hybrid 💵 $255.8k - $342.6k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Director of Sales – Investment Banking, Advisory 🕒 2 days ago Datasite 1001 - 5000 💸 Finance ☁️ SaaS 🤖 Artificial Intelligence Website LinkedIn All Job Openings Director of Sales responsible for leading investment banking and advisory teams at Grata. Driving revenue targets and developing sales strategies with a focus on collaboration across departments. 🏢🏡 New York City – Hybrid 💵 $250k - $300k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Director of Investment Operations 🕒 6 days ago The New York Public Library 1001 - 5000 Website LinkedIn All Job Openings Director of Investment Operations at NYPL overseeing the $1.9 billion endowment investment program. Responsible for investment operations, documentation, reporting, and vendor management. 🏢🏡 New York City – Hybrid 💵 $225k - $250k / year ⏰ Full Time 🔴 Lead 💸 Financial Planning and Analysis (FP&A) View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

financial modelinganalytical capabilitiesproblem-solvingscenario modelingtrend analysisforecastingreporting frameworksoperational metricsdata reconciliationautomation of reporting

Soft Skills

executive communicationpresentation skillscollaborationadaptabilitystrategic thinkingorganizational planningresource allocationanalytical rigorlow-ego approachwillingness to execute