Siegfried Advisory Finance Business Partner

About the role

The Siegfried Advisory (“SA”) Finance Business Partner serves as the primary finance & accounting liaison between Siegfried Advisory business leaders, the Siegfried Advisory Leadership Team (“SALT”), and the centralized TSG Finance & Accounting organization. This role reports directly to the TSG VP, Chief Accounting Officer and is responsible for ensuring that Siegfried Advisory receives high-quality, coordinated, and insight-driven finance and accounting support across key functional areas.

Responsibilities

• Serve as the primary finance point of contact for Siegfried Advisory business leaders and the SALT, building deep relationships and a strong understanding of SA’s strategy, operating model, and financial priorities.
• Provide proactive financial insight, analytical support, and decision-making guidance to SA leadership.
• Act as a thought partner to SA leaders on financial implications of growth initiatives, investments, and operational changes.
• Provide timely and accurate insight to SA leaders on financial performance through clear and actionable financial reporting.
• Coordinate and integrate finance support provided by the TSG Finance & Accounting team across the following areas: Revenue, Billing & A/R; Payroll, Treasury & A/P; General Ledger, Accounting Close & Financial Reporting (Controllership); Financial Planning & Analysis (FP&A).
• Ensure clear ownership, prioritization, and communication across finance functions supporting SA with appropriate alignment to TSG finance standards and responsibilities.
• Translate SA business needs into clear finance requirements and work with functional leads to drive execution.
• Partner with FP&A to support SA budgeting, forecasting, and long-range planning processes.
• Support development and review of financial performance metrics, dashboards, and reporting for SA leadership.
• Help SA leaders understand financial results, key drivers, trends, and risks.
• Enable adherence to firm-wide financial policies, controls, and governance while balancing SA-specific needs.
• Identify opportunities to improve finance processes, reporting clarity, and cross-functional efficiency.
• Ensure finance initiatives related to SA are aligned with broader TSG finance priorities and standards.
• Facilitate regular finance touchpoints with SA leadership as appropriate.
• Prepare and review finance-related materials for SA leadership forums and decision-making discussions.
• Review and update process documentation in the spirit of continuous improvement.
• Supervise special projects as required.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 7+ years of progressive experience in finance, accounting, FP&A, or a related discipline, including experience supporting senior executives and business leaders.
• Strong understanding of core finance disciplines, including financial reporting, planning, analysis, and accounting operations.
• Proven ability to translate financial information into clear, actionable insight for non-finance audiences.
• Strong communication and relationship-management skills, with the ability to collaborate across functions and influence without direct authority.
• Organized, proactive, and comfortable operating in an evolving environment.
• Exercise professional judgment in balancing stakeholder needs and priorities while advising SA leadership through periods of growth and change.
• Highly collaborative, with the ability to influence across functional teams without direct authority.
• High degree of professionalism, judgment, and discretion when working with senior leadership.
• Team player with a strong desire to be an active, long-term participant in the overall growth of the Firm.
• Entrepreneurial spirit and commitment to the Firm’s vision.
• Strong intangibles aligning with Siegfried's High Performance Model®.
• Values aligned with our Culture (Fairness, Honesty, Trustworthy, Respectful, Flexible, Strong Work Ethic).
• Ability and willingness to work in a Siegfried office (Wilmington, DE or Philadelphia, PA preferred) as required for an average of four days per week in accordance with Siegfried's then-current policy.
• Willingness to travel periodically (~10%) to other firm offices, SALT meetings, and key firm events.