Role Description
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 โbusiness intelligenceโ 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.
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.
Requirements
-
Apex Job Title: Sr. Regional Finance Manager.
-
Req ID: 12151.
-
Annual Expected Pay Range: $125,000 โ $160,000 USD.
Benefits
-
All Apex positions are eligible for annual bonus opportunities, reinforcing our commitment to recognizing and rewarding meaningful contributions that drive our collective growth.