Responsibilities

NWN is a performance-oriented organization with a strong emphasis on accountability, collaboration, and customer outcomes. Over the past several years, the company has continued to evolve—professionalizing the platform, integrating new capabilities, and building a leadership team that values direct communication, clear ownership, and execution. Leaders are expected to move with urgency, partner across functions, and focus on practical solutions that drive results.

NWN also maintains a strong people-first culture. The company has been recognized as a “Best Place to Work” and consistently delivers an 80+ Customer Net Promoter Score, reflecting a disciplined, customer-obsessed approach to service delivery. Senior leaders are visible and engaged, and employees are encouraged to contribute, grow, and take ownership of their impact. For executives who value pace, collaboration, and the opportunity to lead in a scaled, evolving environment, NWN offers a compelling place to work.

 

Where you’ll be based East Coast preferred, with flexibility as far west as Chicago.

 

Strategic Planning & Forecasting

• Develop long-range financial plans, annual budgets, and rolling forecasts that align with organizational strategy.
• Build driver-based financial models for scenario planning and support mergers, acquisitions, or special projects
• Bring leading edge AI, Data Analytics and Data Science techniques and methodologies to the FP&A function and to the broader company
• Ensure finance outputs clearly articulate business drivers and implications, enabling faster and more confident decision-making.
• Leverage AI-enabled planning, forecasting, and analytics capabilities to improve forecast accuracy, accelerate decision-making, and enhance visibility into key business drivers.
• Partner with business leaders to model capital structure scenarios, debt covenant compliance, and liquidity requirements, ensuring the company maintains financial flexibility while supporting growth initiatives.
• Provide financial leadership in a scaled business environment, helping translate complex operating dynamics across both recurring services and technology solutions into actionable planning assumptions.

Performance Analysis & Management Reporting

• Monitor business performance, analyze variances, and track Key Performance Indicators (KPIs) to identify risks and opportunities.
• Produce comprehensive financial reports and presentations for senior leadership, Board of Directors, equity investors, and lenders.
• Translate organic growth initiatives and M&A priorities into executable financial plans with clear accountability and performance targets.
• Deliver accurate and transparent reporting to shareholders, lenders, and other key stakeholders, including covenant reporting, adjusted EBITDA analyses, and performance insights that support informed decision-making.
• Support monthly and quarterly Board reporting processes by developing clear, data-driven analyses that communicate performance, risks, opportunities, and strategic priorities.
• Establish reporting frameworks that align financial performance with value creation objectives in a leveraged, private equity-backed environment.

Process Improvement

• Modernize financial tools, systems and processes to enhance speed and accuracy.
• Drive adoption and optimization of planning and reporting platforms, including ERP and FP&A technologies, to improve scalability, efficiency, and data integrity across the finance organization.
• Partner with the Accounting teams to strengthen reporting processes, ensuring consistency between management reporting, operational metrics, and GAAP-based financial results.

Serve as a company leader and trusted advisor

• Serve as a trusted advisor to the CFO, bringing strategic, operational, and financial perspective grounded in a deep understanding of the business model.
• Demonstrate presence and gravitas with employees, peers, the Board, and external stakeholders.
• Act as a key liaison across departments (Marketing, IT, Sales, Customer Success) to provide financial insight and support decision making.
• Lead, mentor and build a high-performing FP&A team.
• Build strong relationships across the organization, establishing credibility and trust with functional leaders while fostering alignment around financial objectives and business priorities.
• Partner effectively with executives, investors, lenders, and Board stakeholders, balancing strategic insight with disciplined financial stewardship in a highly leveraged operating environment.
• Act as a bridge between Finance and the broader business, helping leaders understand financial performance drivers and make informed, data-driven decisions.

Qualifications

What makes you qualified:

• 20+ years of progressive FP&A leadership experience within private equity–backed or scaled technology and managed services platforms operating at $1B+ in revenue.
• Proven operating finance leader with direct experience in IT managed services or closely related services-led technology environments, with hands-on command of services margin mechanics, pricing and repricing, delivery economics, and revenue recognition.
• Demonstrated ability to partner closely with executive leadership and commercial teams to improve forecasting credibility, enable disciplined growth, and support value creation initiatives in fast-paced, PE-sponsored environments.
• General understanding of GAAP accounting principles and their intersection with management reporting, forecasting, and business performance analysis.
• Experience supporting financial planning and analysis within scaled organizations approaching or exceeding $1 billion in revenue.
• Experience operating within technology-enabled services or hybrid software-and-services business models.
• Familiarity with NetSuite, Adaptive Planning, and other modern ERP/FP&A platforms.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline required; MBA, CPA, or equivalent advanced qualification preferred.

What makes you extra qualified

• Demonstrated experience operating in complex, multi-offering environments following significant acquisitions or platform integrations, with the ability to rationalize performance, improve visibility, and drive cohesion across the business.
• Hands-on involvement in M&A, including financial and commercial diligence, integration planning, and post-acquisition performance tracking.
• Experience partnering with operations leadership to improve quote-to-cash processes, billing accuracy, collections, and cash conversion.
• Prior exposure to exit preparation or transaction readiness in a private equity context.
• Experience with NetSuite and Salesforce

How you get things done

• Strategic operator - Translates strategy into execution by combining analytical rigor with a strong bias for action; comfortable operating at both the enterprise and detail levels.
• Commercially minded - Brings a pragmatic, business-oriented perspective to financial leadership; enables growth while reinforcing margin and cash discipline.
• Credible partner - Builds trust quickly with CEOs, Boards, sponsors, lenders, and peers through clear communication, sound judgment, and follow-through.
• Change leader - Comfortable leading through complexity and ambiguity; upgrades talent, systems, and processes without slowing the organization.
• High-urgency leader - Operates with pace and decisiveness, setting a tempo that matches a scaled, private equity–backed environment.

What working here offers

• Our client is offering a highly competitive compensation package with an attractive base salary as well as short and long-term incentive programs.
• Fully remote work environment provides flexibility and work-life balance

 

At NWN, we provide a comprehensive benefits package to support your well-being in and out of work. This includes medical, dental, and vision plans, Health Savings Account (HSA) and Flexible Spending Accounts (FSAs), income protection through disability and life insurance, and a 401(k) with company match. Enjoy unlimited PTO, paid company holidays, hybrid/remote work, paid bonding leave for eligible employees, employee discounts, and access to our Employee Assistance Program (EAP). Additional offerings include accident, critical illness, long-term care, and hospital indemnity coverages, legal and identity theft protection, pet insurance, supplemental life insurances, referral bonuses, charitable donation matching, and allowances for eligible roles. Join a team that values the health and wellbeing of all our employees!