Manager, Strategic Finance

Manager, Strategic Finance

Triumvirate Environmental (TEI) is a Berkshire Partners-backed environmental services company executing a structured FP&A buildout program centered on proactive analytics, PE-grade reporting, and data infrastructure. The Manager, Strategic Finance is a critical hire within that program, taking ownership of the analysis that drives acquisition performance, pricing and margin, capital allocation, and the sponsor’s view of value creation.

Reporting directly to the VP of FP&A, this role is designed for a high-caliber, project-oriented finance professional who delivers at a high level on complex work. You will take responsibility for the strategic finance workstreams, working from priorities the VP sets while the VP retains accountability; interface regularly with the CFO, the CTrO’s M&A team, the CRO, and operating leaders; and provide day-to-day direction and review for one analyst.

As Triumvirate Environmental scales, organically and through acquisition, so does the scope of this role. The ideal candidate is equally comfortable building models from scratch, working deep in large data sets, and presenting findings to a PE sponsor audience. Strategic work is project-based, and the role pairs it with ongoing finance reporting and dashboards.

Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.   

This position reports to the VP of Financial Planning & Analysis. This position will be fully onsite for the first 90 days. After 90 days, the position will follow a hybrid schedule approved by the manager and Human Resources. 

IMMEDIATE PRIORITIES: FIRST 90 DAYS

This role steps into a live operating environment. The following are not aspirational objectives; they are the work that needs to be owned from day one.

• Deliver a validated pricing opportunity assessment and a first read of price-volume-mix for the core business, with identified actions and owners
• Agree the process with the M&A team for taking over deal-model tracking at close, and have a synergy and integration tracking approach ready for new acquisitions
• Establish the strategic workstream priorities with the VP and confirm responsibilities and decision rights
• Take ownership of finance-specific reporting and dashboards in Power BI, validated against the source of truth
• Identify and address data inconsistencies across Oracle Fusion and Excel models that affect deal, pricing, and investment analysis; deliver accurate output while working through constraints, not after them

Responsibilities: 

M&A Integration & Synergy Tracking

• Take over performance-versus-deal-model tracking at close from the M&A team, including synergy realization and integration variance reporting to the CFO and sponsor
• Build pro forma and integration reporting that folds acquired-company results into platform reporting, including entities operating on separate systems
• Support acquisition diligence and integration planning from the finance side as deal pace requires

Pricing, Price-Volume-Mix & Commercial Analytics

• Build and maintain price-volume-mix and pricing-realization analytics; quantify rate leakage and margin opportunity across customers, service lines, and regions
• Track approved pricing actions to realized margin against a documented baseline
• Partner with the CRO and commercial leadership on customer profitability and revenue-quality analysis, including cross-sell and wallet-share opportunities

Capital Allocation, Expansion & Long-Range Planning

• Build investment cases for new markets, capacity, and capital projects, and track results against the case after approval
• Support the long-range plan and five-year sub-targets by region, vertical, and growth lever (organic, price, volume, M&A, new markets)
• Maintain the sponsor value-creation view and supporting analysis so it stays current
• Deliver scenario and sensitivity analysis to support strategic decisions on pricing, capacity, M&A, and capital allocation

Finance Reporting, Data & Dashboards

• Own custom, finance-specific reporting and dashboards, meaning those whose primary audience is the CFO, VP FP&A, or sponsor reporting
• Work directly with large, complex financial and operational data sets (SQL, Python, Power BI) to extract, validate, and analyze data for deal, pricing, and investment work
• Build repeatable reporting processes that reduce reliance on manual Excel workbooks over time, validating outputs against the source of truth
• Partner with the IT data organization, which owns data architecture and enterprise dashboards, on definitions, data quality, and requirements

Business Partnership & Leadership

• Serve as finance partner to the CTrO’s M&A team and to operating and commercial leaders on the strategic workstreams above
• Work within a clear division of responsibility: responsible for execution of the strategic workstreams, with budget approval, headcount, company-wide forecast assumptions, and final priorities held by the VP
• Provide day-to-day direction and review for one analyst, assigning work against the VP’s priorities

Translate analysis into clear recommendations for non-financial stakeholders across operations, sales, M&A, and executive leadership

Basic Requirements: 

• 4+ years of progressive experience in FP&A, strategic finance, corporate development, or investment banking, ideally in a multi-unit or acquisitive operating environment
• A track record of owning complex, project-based analyses from scoping through delivery to senior stakeholders, with minimal rework
• Experience building pro forma, integration, or transaction models for acquisitions, and tracking results after close
• Demonstrated ownership of sponsor, board, or senior-executive reporting, including variance and scenario analysis
• Expert-level financial modeling in Excel, including deal and investment-case models, driver-based forecasts, EBITDA bridges, and scenario analysis
• Strong data fluency: hands-on SQL or Python and Power BI (or a comparable BI tool) to extract, validate, analyze, and present large, complex data sets, plus applied AI tools to accelerate analysis and automate recurring work; this is a data-fluent analyst role, not a data engineering or architecture role
• Experience working with ERP-sourced financial data and reconciling it to reporting and analysis
• Proven ability to operate in environments with data limitations or system constraints, delivering output while resolving underlying issues in parallel
• Strong ability to translate analysis into clear recommendations for non-financial stakeholders at the GM, C-suite, and board level
• Strong judgment on prioritization and deadline discipline within priorities set by leadership
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Must be eligible to work in the United States without future sponsorship 
• Must have a reliable form of transportation 

Preferred Requirements: 

• Experience in a private equity or growth equity-backed company, including board or lender reporting (Berkshire portfolio experience a plus, not required)
• Environmental, field services, or asset-light services industry background
• Pricing, customer profitability, or capital allocation analysis experience
• Experience with Oracle Fusion and an FP&A planning platform (Vena preferred; Adaptive, OneStream, or similar)
• Power BI data modeling experience, including DAX
• MBA, CFA, or equivalent advanced credential

SYSTEMS ENVIRONMENT

The Manager will operate across the following platforms from day one. Proficiency in analogous systems is acceptable; demonstrated ability to ramp quickly on new platforms is required.

System	Use / Context
Oracle Fusion	Source of truth for GL, AR, AP, Fixed Assets, and PPM project and unbilled revenue data. The primary source for deal, pricing, and project analysis.
Vena	Budgeting, forecasting, and consolidation platform. Strategic Finance is a consumer of Vena data for sub-targets and scenario work.
Power BI	Finance-specific reporting and dashboards are owned by this role. Enterprise dashboards and the underlying data architecture are owned by the IT data organization.
SQL / Python	Ad hoc analysis of large operational and financial data sets for pricing, price-volume-mix, and integration work.
Excel (Advanced)	Primary modeling environment: deal models, investment cases, EBITDA bridges, and scenario analysis.

#LI-Hybrid  

Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!   

To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website!  

Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply. 

 If you have a disability and need accommodation during the application and hiring process, please contact us at https://www.triumvirate.com/contact or call us at 888-834-9697.  The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.