Director of Finance, G&A

Presidio • ,

61d

About The Position

The Director of Finance, G&A serves as the primary finance business partner to Presidio’s corporate functional leaders, providing financial leadership, decision support, and actionable insights across the G&A organization. The role leads planning, forecasting, performance management, and resource allocation for corporate functions, connecting functional priorities to enterprise financial objectives.

The Director champions automation, scalable reporting, and data-driven processes to improve forecast accuracy, increase transparency, streamline recurring activities, and help functional leaders make timely, informed decisions. The position also leads, coaches, and develops finance team members and supports a culture of business partnership, continuous improvement, analytical rigor, and ownership.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• 10+ years of progressive experience in financial planning and analysis, corporate finance, or a related field, including meaningful leadership experience.
• Demonstrated success partnering with senior functional leaders in G&A areas such as Human Resources, Information Technology, Legal, Finance, Marketing, or other corporate functions.
• Strong expertise in budgeting, forecasting, management reporting, variance analysis, financial modeling, and headcount and operating expense management.
• Ability to translate complex financial and operational information into clear insights and practical recommendations for executive stakeholders.
• Experience improving and automating finance processes, reporting, and decision-support tools in a complex organization.
• Strong working knowledge of enterprise financial systems, planning platforms, and business intelligence tools.
• Exceptional communication, relationship management, critical thinking, and team leadership skills, with the ability to influence across functions and levels.
• Experience leading finance support through organizational change, functional transformation, or operating model redesign.

Nice To Haves

• MBA, master’s degree, CPA, CFA, or another relevant advanced credential.
• Experience in the technology, managed services, or SaaS industry.
• Experience with D365, OneStream, Salesforce, Power BI, enterprise data warehouses, or comparable platforms.
• Track record of designing scalable self-service reporting, standardized planning models, and automated workflows for corporate functions.

Responsibilities

• Serve as the lead finance business partner to G&A functional leaders, building an understanding of their priorities, operating drivers, risks, and opportunities.
• Lead the annual budget and monthly forecasting for corporate functions.
• Partner with functional leaders to develop business cases, evaluate investments, establish measurable outcomes, and track performance against approved plans.
• Deliver executive reporting on spending and headcount performance, including trends, variances, risks, opportunities, and recommended actions.
• Automate planning, reporting, and analytical workflows to reduce manual effort and improve accuracy and efficiency.
• Collaborate with Accounting, HR, IT, and other stakeholders to improve data quality, system integration, cost-center governance, and reporting consistency.
• Advance self-service reporting and dashboard capabilities using financial systems, enterprise data sources, and business intelligence tools such as Power BI.
• Lead, coach, and develop finance team members while fostering business partnership, continuous improvement, analytical rigor, and ownership.

What This Job Offers

• Job Type: Full-time
• Career Level: Director