Finance Manager POST NUMBER: 439253
Our client, a private equity-backed investment firm focused on acquiring and operating B2B services companies, is seeking a Finance Manager to join their San Francisco-based team during a time of company growth.
Location:
San Francisco, CA. This is a hybrid role with in-office presence expected 2–3 days per week.
Job Description:
The Finance Manager will lead all finance processes across the company and their portfolio companies in addition to the monthly FP&A responsibilities (reporting, forecasting/budgeting, and KPI tracking), this individual will be responsible for analysis across the P&L, balance sheet, and cash flow statements; get exposure to capital raising and structuring; work on M&A transactions; and regularly interface with executives at the company as well as their portfolio companies.
This role reports to the SVP Finance and will manage 1-2 Senior Financial Analysts.
Responsibilities:
- Drive strategic impact through financial deep dives and ad-hoc projects — lead analyses that uncover trends, inform key business decisions, and unlock new opportunities for growth and business optimization
- Serve as a business partner to the company and industry vertical leadership teams — identify business opportunities and risks. Work closely with industry vertical leadership on company-wide initiatives.
- Design and develop financial dashboards in Power BI — transform data into actionable insights for the company’s leadership, Deal Team, and Talent Team
- Own and elevate the month-end financial reporting cycle — drive timely and accurate financial reporting, MD&A, and Board/lender deliverables that inform critical decision-making
- Partner with our industry vertical Finance teams to understand monthly performance and KPIs — synthesize into executive-level insights for the company’s executive leadership and the Board
- Lead the portfolio-wide quarterly forecast and annual budget processes — manage the process with key Finance and Operations stakeholders to ensure alignment with organic growth goals and strategic business objectives
- Project manage the successful rollout of an EPM tool for financial reporting and planning — in collaboration with industry vertical Finance leadership and the company’s Accounting team
- Play a key role in capital events — develop and deliver critical materials for capital raises and debt refinancings. Prepare analyses to inform capital structure decisions and own quarterly equity valuations
- Support cash management initiatives — optimize cash forecasting and cash management to enhance levered free cash flow performance
Requirements:
- BA/BS degree in Finance, Accounting, Business, Economics, or a highly analytical field, preferred
- 7-12 years of experience in Corporate Finance/FP&A, Investment Banking, or Private Equity
- Strong proficiency in Excel, including advanced modeling
- Strong proficiency in PowerPoint and Executive-level communications
- Experience with PowerBI or other data visualization tools
- Deep experience with EPM tools, such as Onstream, Oracle or Workday
Bonus areas of expertise or experience:
- CPA, CFA or MBA
- Experience at a high-growth company with scaling/maturing finance function.
- Financial systems implementation experience
Compensation:
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- The individual’s skill sets, experience and training;
- Licensure and certifications;
- Office location and other geographic considerations;
- Other business and organizational needs.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.