Director of Strategic Finance

Hoxton Circle•Chicago, IL
•Remote

About The Position

The Senior Director, Strategic Finance (FP&A) will lead the finance function’s transition to AI- and data-driven decision-making at a private-equity-owned business services company with approximately $300 million in revenue and operations across multiple states. The role serves as a strategic partner and right hand to the CFO, driving financial planning, reporting, and analysis in support of growth and value creation objectives. It will influence cross-functional leaders and help build scalable capabilities at the intersection of AI and Finance. The position is highly visible across the organization and with private equity stakeholders. The company has grown organically and through acquisitions and is now focused on integration and further organic growth. The finance team is lean and hands-on, and leadership is committed to incorporating AI into the business. The role includes building an FP&A team and partnering closely with business operating leaders. The position is remote for candidates in Central, Eastern, or Mountain Time Zones, with travel to the Midwest headquarters about once a month.

Requirements

  • 6 to 10 years of experience in FP&A, strategic finance, or data-driven finance roles; candidates may also come from investment banking, a private equity deal team, or portfolio operations.
  • Hands-on experience with AI tools such as Claude or similar over the last 6 to 12 months, and enthusiasm for their potential in finance.
  • Experience connecting operational metrics to financial results.
  • High emotional intelligence and the ability to build credibility with operators at every level.
  • Hands-on approach and comfort working in a lean environment.
  • Ambition to become a CFO at a private equity portfolio company.
  • Must be located in the Central, Eastern, or Mountain Time Zone.
  • Able to travel to the Midwest headquarters about once a month.

Nice To Haves

  • Private equity portfolio company experience is preferred.
  • Experience in business services, industrials, transportation, or a similar industry is preferred.

Responsibilities

  • Hire and build an FP&A team.
  • Lead the annual operating plan, forecasts, monthly reporting packages, and weekly cash flow.
  • Prepare reporting for the Board, private equity sponsor, and lenders, and communicate the story behind the numbers.
  • Combine financial and operational data across the business to identify the drivers of margin and growth.
  • Lead adoption of AI tools such as Claude across financial analysis and reporting, moving the team beyond spreadsheet-driven processes.
  • Partner closely with business operating leaders.
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