Strategic Regional Finance Manager

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

📋 Description

• Act as the embedded financial partner and trusted advisor for regional leadership.

• Take ownership of financial planning, reporting, analysis, and related support for the Central region.

• Cultivate regional business-performance expertise from consolidated results to the economics of individual offices.

• Manage monthly and quarterly financial reporting packages along with performance narratives.

• Establish, monitor, and enhance KPIs across revenue, margins, utilization, realization, and client profitability.

• Analyze discrepancies against plans and previous year results, creating early-warning indicators.

• Investigate the underlying causes of financial and operational performance.

• Convert complex data into actionable insights for leadership.

• Lead the development of the annual budget, multi-year long-range plan, and rolling quarterly forecasts from inception to presentation.

• Ensure follow-through on analytical recommendations until completion.

• Conduct ad hoc analysis to support strategic and operational decisions.

• Develop and stress-test scenario models for strategic alternatives, growth investments, M&A targets, and market expansion.

• Aid in investment decisions, resource allocation, and operational strategy.

• Assist with financial diligence, integration modeling, special projects, ad hoc analysis, and synergy tracking for acquisitions and growth strategies.

• Collaborate across functions and with other regional teams.

• Enhance forecasting cadence, reporting templates, data pipelines, and BI dashboards.

• Create automation and self-service analytics dashboards.

• Partner with Corporate FP&A and Finance Systems teams on planning tools, data definitions, and reporting standards.

• Regularly visit member firms to assist with business partnering, onboarding, and M&A integration.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field is required; MBA or CPA is strongly preferred.

• 6+ years of progressive FP&A or corporate finance experience.

• Significant hands-on business-partnering experience.

• Experience in professional services, PE-backed platforms, or multi-entity/multi-location businesses is required.

• Expert-level financial modeling skills; capable of constructing dynamic, audit-ready models from the ground up.

• Practical experience with ERP and planning systems such as NetSuite, Workday Adaptive, SAP, Anaplan, or equivalent.

• Familiarity with BI tools such as Power BI, Tableau, or Databricks.

• Strong knowledge of GAAP, financial statement drivers, and operational metrics in services businesses.

• Executive presence with the ability to distill complex financial and operational issues into a clear narrative.

• Capability to investigate ambiguous or complex situations and pinpoint root causes.

• Ability to influence without authority and establish credibility with senior stakeholders.

• Highly organized and adept at managing competing priorities in a fast-paced, high-growth environment.

• Collaborative, low-ego team-player mentality.

• Must be located in the Central or West region.

• Willingness to travel approximately 30–40% of the time.

• Must be legally authorized to work in the US for any employer; must not require current or future US sponsorship.

🏝️ Benefits

• Bonus offered.

• Health, Dental, and Vision Insurance, including options for fully paid employee-only health and dental coverage.

• Company-Paid Life and Long-Term & Short-Term Disability Insurance.

• Supplemental life insurance, critical illness, and accident insurance.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development.

• Access to Becker and LinkedIn Learning.