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

Apex Job Title

Sr. Regional Finance Manager

Req ID

12151

Annual Expected Pay Range

$125,000 - $160,000 USD