Sr. Regional Finance Manager

Role Summary:  

• The Sr. Regional Finance Manager serves as a strategic finance business partner to operational leadership, providing financial oversight, analytical support, and decision-making guidance across a portfolio of business units. This role drives forecasting, planning, performance management, pricing strategy, and operational improvement initiatives while helping leadership achieve growth objectives in a private equity-backed organization. 

 

Key Responsibilities:  

• Serve as the primary advisor to Operations on financial matters, partnering with Business Unit Leader (VP), Division Managers, and Project Managers in the business unit 

• Identify and lead initiatives that improve profitability, operational efficiency, and overall business performance. 

• Develop financial models, dashboards, and analytical tools that drive strategic decision-making and operational performance 

• Lead budgeting and forecasting efforts (annual, quarterly and monthly) 

• Lead pricing analysis and decision support, directly influencing pricing decisions 

• Partner with operational leaders to conduct budget to actual project reviews, including evaluation of client revenues and margins 

• Evaluate KPIs and communicate drivers of results and key variances 

• Evaluate and explain variances to plan / budget and prior year, both informally and formally (PPT decks) 

• Drive use and engagement of ‘business intelligence’ and reporting tools (e.g., DOMO, HubSpot) 

• Drive acquisition financial diligence and integration activities 

• Manage and develop a Financial Analyst, including prioritization of work, performance management, training, and career development. 

• Lead ad hoc analyses and development of tools and templates (e.g., pricing models) 

• Leverage AI tools and emerging technologies to enhance financial analysis, reporting, forecasting, and business decision-making 

• Partner with Project Accounting function within the business unit to ensure accurate project financial reporting, revenue recognition, and adherence to accounting standards 

 

Preferred experience and qualifications: 

• Bachelor degree in Finance or Accounting 

• CPA preferred but not required 

• 8+ years of experience in FP&A 

• Experience within professional services, engineering, construction, consulting, environmental, or other project-based businesses preferred. Public Accounting experience a plus but not required 

• Strong written and verbal communication skills with the ability to present financial insights to non-financial audiences 

• Ability to identify root causes of business performance issues and develop actionable recommendations 

• Well versed in Microsoft Office, in particular Excel and PowerPoint 

• Familiarity with business intelligence, analytics, and reporting tools (e.g. Power BI, Domo, Tableau) 

• Demonstrated ability to leverage AI-enabled tools and emerging technologies to improve analysis, reporting, forecasting, or process efficiency. 

 

Req ID: 12151