The Strategic Finance Manager is responsible for driving financial planning, forecasting, strategic analysis, and business insights that support enterprise decision-making. This role partners closely with executive leadership, operations, business unit leaders, and finance stakeholders to deliver actionable financial intelligence, improve forecasting accuracy, support equity and capital allocation strategies, and advance the organization's financial technology capabilities.
The Strategic Finance Manager serves as a key contributor in developing long-range financial plans, revenue forecasts, performance reporting, and strategic initiatives while helping to build scalable financial processes and analytical tools that support profitable growth.
Ideal candidate will have advanced Excel and financial modeling capabilities as well as a strong understanding of income statements, budgeting, forecasting, and KPI development.
MINIMUM REQUIREMENTS
Education: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field. MBA, CPA, CMA, or CFA designation preferred.
Experience: 5–8+ years of progressive FP&A, corporate finance, strategic finance, or related experience.
- Experience supporting executive leadership teams.
- Advanced financial modeling, forecasting, and performance management experience.
- Experience implementing or enhancing financial planning and reporting systems.
- Experience with Power BI, financial reporting platforms, and ERP systems.
- Data analytics, visualization, and automation experience preferred.
- Experience supporting employee ownership, ESOP, equity planning, or succession planning initiatives preferred.
- Experience within construction, engineering, specialty contracting, professional services, or project-based organizations preferred.
- Experience leading finance technology transformations and automation initiatives preferred.
Travel: 5-10%
Work Schedule: This position works between the hours of 7 AM and 5 PM, Monday- Friday. However, work may be performed at any time on any day of the week to meet business needs.
KEY RESPONSIBILITIES
Equity Planning & Strategy- Supports development and execution of enterprise equity planning strategies.
- Analyzes ownership, dilution, valuation, and succession-related scenarios.
- Prepares financial models and presentations supporting Board and executive-level discussions.
- Assists with long-term capital allocation planning and strategic investment evaluations.
- Develops scenario analyses to assess financial impacts of various equity and ownership structures.
- Partners with executives, legal, tax, and external advisors on equity-related initiatives.
Revenue Forecasting & Planning- Owns and continuously improves revenue forecasting methodologies.
- Coordinates monthly, quarterly, and annual forecasting processes across business units.
- Analyzes revenue trends, project pipelines, backlog conversion, labor utilization, and market conditions.
- Identifies forecast risks and opportunities and recommends mitigation strategies.
- Develops predictive models and reporting tools that enhance forecast accuracy.
- Communicates forecast assumptions and financial implications to leadership.
Income Statement Management & Financial Performance- Leads monthly and quarterly income statement analysis.
- Monitors and explains variances between actual, budget, forecast, and prior-year performance.
- Identifies key drivers affecting profitability, margins, SG&A, EBITDA, and operating income.
- Develops executive-level reporting and dashboards that improve visibility into business performance.
- Supports annual budgeting and long-range planning processes.
- Recommends strategies to improve financial performance and operational efficiency.
KPI Development & Reporting- Establishes and maintains enterprise financial and operational KPIs.
- Develops dashboards and scorecards for executive leadership and business partners.
- Analyzes trends, identifies root causes of performance gaps, and recommends corrective actions.
- Ensures consistent KPI definitions and reporting methodologies across the organization.
- Provides insights that support strategic and operational decision-making.
Strategic & Ad Hoc Analysis- Conducts financial modeling and business case development for strategic initiatives.
- Supports M&A evaluations, market expansion opportunities, capital investments, and business transformation efforts.
- Performs sensitivity analyses and scenario planning for key business decisions.
- Partners with executives to evaluate emerging business opportunities and risks.
- Prepares clear and concise financial recommendations for senior leadership.
Technology Deployment & Process Improvement- Leads implementation and optimization of FP&A technologies, reporting tools, and automation solutions.
- Partners with IT, data, and business stakeholders to improve data quality and accessibility.
- Drives adoption of business intelligence, reporting, and analytics platforms.
- Develops scalable forecasting, planning, and reporting processes.
- Leverages automation and AI-enabled tools to improve efficiency and decision support capabilities.
- Champions continuous improvement across FP&A processes and systems.
Leadership & Collaboration- Serves as a trusted business partner to executive leadership and functional leaders.
- Mentors analysts and supports development of finance team capabilities.
- Builds strong cross-functional relationships across operations, HR, accounting, project controls, and business leadership.
- Influences decision-making through fact-based financial insights.
- Fosters a culture of accountability, teamwork, and continuous improvement.
- Performs other related duties as required and assigned.
The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
