Regional Finance Manager

Confidential | Private Equity-Backed Professional Services Platform

Overview

Our client is a rapidly growing, private equity-backed professional services organization operating through a network of high-performing regional businesses across North America. The company is seeking a Regional Finance Manager to serve as a strategic finance partner to regional leadership, providing financial insight, operational support, and decision-making guidance in a fast-paced, acquisition-driven environment.

This individual will be deeply embedded within the region, partnering with business leaders to drive profitability, improve performance visibility, support acquisitions, and influence growth initiatives. The ideal candidate combines strong FP&A capabilities with an operational mindset and thrives in environments where they can directly impact business outcomes.

Key Responsibilities

Financial Planning & Analysis

• Lead annual budgeting, quarterly forecasting, and long-range planning processes for the region
• Develop and maintain financial models supporting growth initiatives, investment decisions, and strategic planning
• Analyze monthly results, identify performance drivers, and provide actionable recommendations to leadership
• Prepare executive-level reporting packages and business performance reviews

Business Partnership

• Act as the primary finance partner to regional executives and local business leaders
• Support pricing, resource allocation, workforce planning, and profitability initiatives
• Translate financial data into operational insights that drive decision-making
• Participate in strategic planning and growth discussions across the region

Acquisitions & Integration

• Support financial diligence and integration efforts related to acquisitions
• Monitor acquisition performance against investment assumptions
• Assist with synergy tracking, reporting, and post-acquisition financial integration
• Support new office onboarding and financial process standardization

Performance Reporting & Analytics

• Develop and enhance KPI dashboards and management reporting
• Monitor trends in revenue, margins, utilization, productivity, and profitability
• Identify opportunities for automation and process improvement
• Partner with finance systems and business intelligence teams to improve reporting scalability

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related discipline
• 5-8+ years of FP&A, corporate finance, or strategic finance experience
• Experience supporting multi-location or multi-entity businesses
• Advanced financial modeling and analysis capabilities
• Strong Excel and financial systems experience

Preferred

• MBA, CPA, CFA, or related advanced credential
• Experience within professional services, consulting, business services, healthcare services, or PE-backed organizations
• Exposure to M&A, post-merger integration, or acquisition modeling
• Experience with Power BI, Tableau, Adaptive Planning, Anaplan, or similar tools