Manager, Strategic Finance

Triumvirate Environmental•Somerville, MA

1d•$130,000 - $160,000•Hybrid

About The Position

Triumvirate Environmental is hiring a Manager, Strategic Finance to own analysis supporting acquisition performance, pricing and margin, capital allocation, and sponsor value-creation reporting as the company expands organically and through acquisitions. Reporting to the VP of Financial Planning & Analysis, the role executes strategic finance workstreams based on priorities set by the VP, while the VP retains accountability for final priorities, budget approval, headcount, and company-wide forecast assumptions. The Manager regularly interfaces with the CFO, the CTrO’s M&A team, the CRO, operating leaders, and the private equity sponsor, and provides day-to-day direction and review for one analyst. The work combines project-based strategic analysis with ongoing finance reporting and dashboards. The Manager builds models, analyzes large financial and operational data sets, and presents findings to senior and sponsor audiences. The role owns finance-specific reporting and dashboards, while partnering with the IT data organization, which owns enterprise dashboards and data architecture. The position is fully onsite for the first 90 days; afterward, it follows a hybrid schedule approved by the manager and Human Resources. Immediate priorities include delivering a validated pricing opportunity assessment and an initial price-volume-mix analysis; establishing a process for deal-model tracking and acquisition synergy and integration tracking; agreeing strategic workstream priorities and decision rights with the VP; taking ownership of finance-specific Power BI reporting and validating it against the source of truth; and identifying and addressing data inconsistencies between Oracle Fusion and Excel models while delivering accurate analysis. Triumvirate Environmental provides compliance-management services to organizations in higher education, life sciences, healthcare, and advanced manufacturing. The company describes its culture as focused on growth, development, education, creativity, and delivering a positive experience for employees and customers.

Requirements

At least 4 years of progressive experience in FP&A, strategic finance, corporate development, or investment banking.
Experience owning complex, project-based analyses from scoping through delivery to senior stakeholders, with minimal rework.
Experience building pro forma, integration, or transaction models for acquisitions and tracking results after close.
Demonstrated ownership of sponsor, board, or senior-executive reporting, including variance and scenario analysis.
Expert-level Excel financial modeling, including deal and investment-case models, driver-based forecasts, EBITDA bridges, and scenario analysis.
Hands-on SQL or Python and Power BI, or a comparable BI tool, for extracting, validating, analyzing, and presenting large, complex data sets.
Experience using applied AI tools to accelerate analysis and automate recurring work.
Experience working with ERP-sourced financial data and reconciling it to reporting and analysis.
Ability to deliver work in environments with data limitations or system constraints while resolving underlying issues in parallel.
Ability to translate analysis into clear recommendations for non-financial stakeholders at GM, C-suite, and board levels.
Strong prioritization judgment and deadline discipline within priorities set by leadership.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Must be eligible to work in the United States without future sponsorship.
Must have a reliable form of transportation.
Ability to ramp quickly on new platforms; proficiency in systems analogous to those listed is acceptable.

Nice To Haves

Experience in a private equity- or growth equity-backed company, including board or lender reporting; Berkshire portfolio experience is a plus.
Environmental, field services, or asset-light services industry background.
Pricing, customer profitability, or capital allocation analysis experience.
Experience with Oracle Fusion and an FP&A planning platform; Vena is preferred, with Adaptive, OneStream, or similar also relevant.
Power BI data modeling experience, including DAX.
MBA, CFA, or equivalent advanced credential.
Experience in a multi-unit or acquisitive operating environment.

Responsibilities

Take over performance-versus-deal-model tracking at acquisition close, including synergy realization and integration variance reporting to the CFO and sponsor.
Build pro forma and integration reporting that incorporates acquired-company results into platform reporting, including for entities on separate systems.
Support acquisition diligence and finance-side integration planning as deal pace requires.
Build and maintain price-volume-mix and pricing-realization analytics, identifying rate leakage and margin opportunities across customers, service lines, and regions.
Track approved pricing actions against realized margin using a documented baseline.
Partner with the CRO and commercial leaders on customer profitability and revenue-quality analysis, including cross-sell and wallet-share opportunities.
Build investment cases for new markets, capacity, and capital projects, and track results against approved cases.
Support the long-range plan and five-year sub-targets by region, vertical, and growth lever, including organic growth, price, volume, M&A, and new markets.
Maintain the sponsor value-creation view and supporting analysis.
Deliver scenario and sensitivity analysis for strategic decisions involving pricing, capacity, M&A, and capital allocation.
Own custom finance-specific reporting and dashboards whose primary audience is the CFO, VP of FP&A, or sponsor.
Use SQL, Python, and Power BI to extract, validate, and analyze large, complex financial and operational data sets for deal, pricing, and investment work.
Build repeatable reporting processes that reduce manual Excel work over time and validate outputs against the source of truth.
Partner with the IT data organization on definitions, data quality, and requirements.
Serve as finance partner to the CTrO’s M&A team and to operating and commercial leaders on the strategic workstreams.
Execute strategic workstreams within the division of responsibilities set by the VP.
Provide day-to-day direction and review for one analyst, assigning work against the VP’s priorities.
Translate analysis into clear recommendations for non-financial stakeholders across operations, sales, M&A, and executive leadership.
In the first 90 days, deliver a validated pricing opportunity assessment and initial price-volume-mix analysis with actions and owners; establish deal-model, synergy, and integration tracking processes; agree priorities and decision rights with the VP; take ownership of validated Power BI finance reporting; and identify and address relevant data inconsistencies.