Finance Manager

Presidio•,

About The Position

Presidio is seeking a Finance Manager to lead financial planning and analysis for an assigned sales territory within its Commercial and Enterprise Sales organization. Reporting to the Senior Director of Finance, this person will serve as the senior finance partner to territory sales leadership, own forecasting, reconcile backlog and inventory positions to manage risk, and translate financial and operational data into actionable business insights. The role also includes mentoring analysts and improving how the finance team operates. The Finance Manager will own the territory’s annual plan and quarterly and monthly forecast updates; develop driver-based models; analyze financial results, operational metrics, and KPIs; and prepare executive and ad hoc reporting. The role will champion Power BI and modern reporting tools, model effective use of AI-assisted tools, standardize KPI frameworks and financial data definitions, and coach analysts in technical skills, business acumen, and executive communication. Presidio describes itself as a technology services company with expertise in AI and automation, security, networking, digital transformation, and cloud computing. It is an Equal Opportunity Employer and states that it provides reasonable accommodations to individuals with disabilities.

Requirements

Bachelor’s degree or higher in Finance, Economics, Accounting, or a related field.
At least 7 years of experience in financial analysis, FP&A, or commercial finance, including experience reviewing or mentoring junior team members’ work.
Advanced Excel and Microsoft Office skills, including VLOOKUP, IFS, pivot tables, and charts.
Demonstrated experience building historical or predictive financial models with dynamic inputs.
Hands-on experience with Power BI or similar BI tools and ability to guide others in dashboard design.
Working knowledge of AI-assisted tools such as Copilot, Claude, or ChatGPT, with a track record of using them to improve team efficiency.
Excellent verbal and written communication skills, a customer-service focus, and comfort presenting to executive audiences.
Strong interpersonal skills and ability to work cooperatively and collaboratively across organizational levels.
Problem-solving ability, a results-oriented mindset, high bias for action, and strong ownership and accountability.
Ability to self-manage and operate independently to meet deadlines in a fast-moving environment.

Nice To Haves

Professional certification such as CPA, CMA, or CFA, or an MBA.
Prior experience formally managing or mentoring analysts.
Experience in technology, managed services, or professional services industries.
Experience with financial planning platforms such as OneStream, Adaptive, or Hyperion.
Experience with ERP systems such as D365, SAP, Oracle, or Great Plains.
Proficiency in SQL or Power Query for querying and transforming data sets.
Experience with revenue recognition principles and services or product margin economics.

Responsibilities

Serve as the senior finance partner to sales leadership within the assigned territory, providing financial guidance that shapes business decisions.
Present financial results, risks, and recommendations to senior and executive audiences in clear, actionable narratives.
Partner with accounting and operations to identify and resolve issues affecting the territory’s P&L.
Provide finance approvals for ongoing operations, applying sound judgment and financial controls.
Own the annual plan and quarterly and monthly forecast updates for the assigned sales territory, in partnership with FP&A leadership and territory sales leaders.
Reconcile backlog and assess inventory position to identify risk and inform the near-term forecast and annual budget.
Build and maintain historical and predictive driver-based financial models with dynamic inputs reflecting current business conditions.
Track performance against projections and adjust plans as the territory evolves.
Prepare monthly and quarterly P&L variance analysis against budget and forecast, reviewing results with accounting, FP&A, and business management.
Report on and analyze operational metrics and KPIs, surfacing trends in performance.
Own executive and ad hoc reporting, including presentation materials for senior leadership reviews.
Build summary charts, tables, and dashboards that make large volumes of data easy to consume and act on.
Champion adoption of Power BI dashboards and modern reporting tools, replacing static spreadsheet decks with dynamic, self-service reporting.
Model the effective use of AI-assisted tools to accelerate analysis and improve forecast accuracy, and encourage their use by the team.
Develop financial tools, analyses, and metrics that support business strategy and scale beyond a single analysis.
Standardize KPI frameworks and financial data definitions within the territory, aligned to broader Commercial and Enterprise Sales standards.
Mentor and develop analysts, coaching them on technical skills, business acumen, and executive communication.
Review analyst deliverables for accuracy and clarity before they reach business or executive audiences.
Foster a culture of curiosity, ownership, and continuous improvement within the team.
Partner with FP&A leadership on resource planning and team development priorities.