Senior Director of Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a strategic consultant to the leadership team regarding company planning, investment choices, organizational priorities, and growth strategies.

• Function as a financial business partner to department leaders, converting data into actionable insights.

• Collaborate on workforce and organizational planning, which includes headcount strategies, organizational design, and resource distribution.

• Develop business cases, model scenarios, evaluate ROI and risk, and clearly communicate trade-offs.

• Manage the annual budget, quarterly forecasts, long-term planning, and monthly performance reporting.

• Create financial models and business cases for investments, new offerings, organizational changes, and headcount planning.

• Take ownership of performance metrics related to EBITDA, partner incentives, and recurring revenue goals.

• Spot emerging risks and opportunities.

• Collaborate with the CEO on board and investor reporting.

• Lead, mentor, and work with the Controller and the wider Finance team.

• Establish operational rhythms, controls, reporting standards, and accountability measures.

• Oversee the financial aspects of the order-to-revenue process, including deal booking, billing readiness, provisioning coordination, and cross-functional transitions.

• Enhance Finance systems, processes, and automation.

• Manage strategic revenue and commercial analytics related to pipeline health, bookings, revenue performance, renewals, retention, and churn.

• Conduct analyses on customer and product segmentation, retention and churn trends, expansion opportunities, and service-line economics.

• Assist in pricing, packaging, and investment decisions through financial modeling.

• Partner with Sales leadership for forecasting and pipeline analytics.

• Report directly to the CEO and be a member of the Executive Leadership Team.

• Travel quarterly for leadership offsite meetings.

⛳️ Requirements

• 7–12+ years of progressive experience in FP&A, strategic finance, or finance leadership, preferably in a PE-backed, high-growth, or professional services setting.

• Strong financial modeling and analytical skills.

• Capability to independently construct and assess multi-year forecasts, investment and ROI models, pricing scenarios, and complex business cases.

• A strategic and commercial outlook that extends beyond finance.

• Skill in translating performance and market dynamics into insightful growth recommendations.

• Outstanding executive communication abilities.

• Proficiency in distilling complex financial data into clear, persuasive insights for senior leadership, investors, and board-level stakeholders.

• Proven leadership skills and experience in building high-performing teams.

• Experience in setting clear expectations, fostering accountability, and empowering team members to take ownership of their work.

• Strong sense of ownership and a bias toward action.

• Background in professional services, SaaS, construction technology, or channel/partner-based business models.

• Familiarity with a PE-backed environment, including experience with investor reporting, value-creation initiatives, and private equity ownership.

• Knowledge of Sage Intacct or similar cloud-based financial management platforms.

• Exposure to AI, automation, or technology-driven business transformation.

• Experience supporting M&A, due diligence, integration, or strategic acquisitions.

• A quantitative and business strategy background in finance, economics, engineering, or another analytically intensive discipline is a plus.

🏝️ Benefits

• Medical, dental, and vision insurance coverage.

• Options for supplemental insurance.

• 401(k) Safe Harbor matching.

• Paid maternity and military leave.

• Generous paid time off (PTO).

• Twelve company-paid holidays.

• Flex Friday (one Friday off per month, not deducted from PTO).

• A people-first culture supported by Pine Services Group.