Senior Manager, Financial Systems & Data Architecture

Evergreen Services Group • San Francisco, CA

3d • $185,000 - $210,000 • Hybrid

About The Position

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.
The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
Position Overview
The day-to-day responsibilities will include:

Requirements

• 10+ years of progressive experience in Data Architecture, Finance/Business Systems, or Business Intelligence, ideally within high-growth and/or high-M&A environments
• Bachelor's or Master's degree in Computer Science, Information Systems, Engineering, Business, or a related field
• Experience owning end-to-end data architecture including data lake or warehouse infrastructure, ETL/ELT integrations, and BI reporting layers; proficiency in SQL required, Microsoft stack a strong plus
• Experience with financial systems at scale including ERP, EPM, and Business Intelligence platforms; familiarity with OneStream and Business Central a plus
• Deep understanding of data engineering best practices, warehousing/lakehouse architecture, MDM, and metadata governance
• Demonstrated success delivering large-scale system initiatives, preferably within Finance
• Strong project management and cross-functional collaboration skills
• Strategic thinker and hands-on builder — equally comfortable driving vision and rolling up your sleeves to execute
• Excellent communicator with the ability to translate complex technical concepts for Finance stakeholders and vice versa
• Highly collaborative with strong cross-functional relationship and project management skills
• Self-motivated and comfortable operating with autonomy in a lean team environment
• Excited about applying emerging AI and automation tools to modernize how Finance operates
• Interested in a long-term career at a company building something to last for decades
• High integrity, low ego — Evergreen hires on potential and trajectory as much as technical credentials

Responsibilities

• Owning the financial systems and data strategy, defining and then executing on a 12–24 month roadmap in partnership with Finance and Executive leadership
• Owning end-to-end data architecture, including data lake and data warehouse infrastructure (Azure/Fabric), API and ETL/ELT integrations across source systems (ERP, EPM, HRIS), and BI reporting layers (Power BI)
• Developing and maintaining scalable BI and analytics frameworks that translate complex financial data into clear, actionable business insights
• Establishing and enforcing data governance standards, including master data management (MDM), metadata governance, and data quality frameworks across Finance
• Identifying and implementing AI-driven automation opportunities to transform Finance operations, reporting, and insight generation
• Leading large-scale system initiatives from requirements gathering through delivery, managing timelines, stakeholders, and cross-functional dependencies, including managing external technical consultant relationships
• Flexing between strategic leadership and hands-on contributor work — directing a small group of internal and external resources while personally contributing to writing code, building pipelines, designing data models and system oversight
• Driving technology adoption and change management across our Holding Company and support industry vertical teams in system implementation and adoption
• Translating business requirements into scalable technical solutions, acting as the bridge between Finance leadership and technical teams
• Partnering closely with Finance, IT resources and cross-functional stakeholders to align systems strategy with business priorities

Benefits

• A competitive compensation package including a base salary range of $185,000–$210,000, annual performance-based bonus, Profit Interest Units (equity-based comp) and an excellent benefits package is available.
• A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees