Manager, Strategic Finance

BNI Global LLCCharlotte, NC
Onsite

About The Position

Reporting to the Director, Strategic Finance, this role plays a pivotal role within the BNI Strategic Finance team and is integral to shaping and executing the company’s strategic plan. The Manager, Strategic Finance leads a small, high-performing team responsible for financial planning and performance management, including forecasting, budgeting, modeling, and analysis of emerging opportunities and risks. This role partners with senior leaders to evaluate, plan, execute, and measure strategic initiatives and regularly delivers data-driven insights and executive-level reporting that inform decision-making, accelerate growth, and drive value creation.

Requirements

  • 4–6 years of experience in Investment Banking, Private Equity, Consulting, or Strategic Finance / FP&A.
  • Demonstrated experience conducting quantitative and financial analysis and developing clear, actionable recommendations.
  • Strong understanding of core business and financial concepts, with experience building and automating financial models and management reporting.
  • High level of accuracy while maintaining a focus on broader business context and impact.
  • Strong analytical skills, sound judgment, and the ability to navigate ambiguity.
  • Proactive, resourceful, and results-oriented approach to work.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Experience working with large and complex datasets.

Nice To Haves

  • Proven ability to lead, develop, and scale high-performing teams.
  • Experience with financial planning tools (e.g., OneStream, Anaplan).
  • Experience with SQL, Python, and/or BI tools (e.g., Power BI, Tableau).

Responsibilities

  • Lead financial planning and forecasting: Manage forecasting, budgeting, and long-range planning processes and deliver actionable insights to guide business decisions.
  • Drive performance analysis: Analyze financial and operational performance, identify trends, and translate findings into clear recommendations that support growth objectives.
  • Deliver executive storytelling: Develop concise, compelling narratives and presentations for senior leadership and board audiences that highlight performance, risks, and opportunities.
  • Partner cross-functionally: Collaborate with Operations, Customer Success, People Success, Communications & Marketing, and Product to ensure alignment between financial strategy and business execution.
  • Manage risk and modeling: Identify financial risks and opportunities, build and refine models to predict performance, and proactively mitigate challenges.
  • Lead and develop talent: Manage, coach, and develop a team of analysts, establish best practices, and ensure strong alignment with organizational priorities; recruit and scale the team as needed.
  • Enable strategic growth: Align financial strategy with operational execution and new opportunities (e.g., greenfield markets, product expansion, M&A) to improve ROI and unlock value.
  • Any additional duties needed to help demonstrate our core values, drive our vision, and fulfill our mission.
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