Strategic Finance Lead

BearCom • Garland, TX

7d • Hybrid

About The Position

BearCom is seeking a strategically minded finance leader for its corporate FP&A function as the company invests in its finance infrastructure and enters a new phase of value creation. The Strategic Finance Lead will own the company’s forward-looking financial framework and support critical strategic initiatives, partnering directly with the CFO, executive team, and private equity sponsor. The role centralizes and strengthens financial analysis and supports sponsor-grade rigor across planning, reporting, and decision-making.

The position goes beyond traditional planning and reporting. It translates operational strategy into financial outcomes, develops investor-grade insights, and helps shape financial materials for lenders and the Board. The role also supports operational initiatives and strategic transactions, and builds data infrastructure, dashboards, and reporting workflows to improve decision-making across the business.

This is a hybrid role based in Garland, Texas, with three days per week in the office and the remaining time working from home. Occasional additional onsite presence may be needed during critical payroll or audit periods. The physical requirements include prolonged sitting and computer work, and occasionally lifting up to 15 pounds.

Requirements

• 3–5+ years of experience in investment banking, private equity, or a similarly rigorous analytical environment.
• Exceptional financial modeling, analytical, and presentation capabilities.
• Strong commercial instincts and ability to connect operational performance to financial outcomes.
• Ability to operate independently in a high-expectation, PE-backed environment.
• Hands-on experience with data analytics tools and environments such as SQL, Power BI, or similar, including extracting, manipulating, and visualizing data for finance and commercial decision-making.

Nice To Haves

• Prior experience working with private equity sponsors or in PE-backed portfolio companies.
• Experience supporting M&A, financings, refinancings, or other strategic transactions.
• Familiarity with lender reporting, covenant compliance, and investor communications.
• Demonstrated experience building integrated operating and financial models from the ground up.
• Exposure to building or scaling reporting infrastructure, dashboards, and automated reporting workflows.
• Background bridging finance, strategy, and operations within a high-growth or transformation environment.
• Analytical rigor, attention to detail, and discipline with data integrity.
• Comfort navigating ambiguity and working autonomously.
• Strong communication skills, including the ability to distill complex analysis into executive-ready narratives.
• Interest in influencing strategy, capital allocation, and enterprise value creation.
• Intellectual curiosity, agility, and motivation by ownership.
• A builder’s mindset and interest in creating frameworks, models, and infrastructure from the ground up.

Responsibilities

• Own and maintain the integrated operating and financial model, including budget, forecast, and long-range planning.
• Ensure accuracy and consistency across operating drivers, EBITDA, cash flow, leverage, and covenant performance.
• Establish a single source of truth for forward-looking financial analysis.
• Lead preparation of monthly and quarterly lender and investor reporting packages.
• Support covenant calculations, liquidity forecasting, variance analysis, and ad-hoc financing requests.
• Partner with the CFO to develop board-level materials on performance, outlook, and key risks and opportunities.
• Provide analytical leadership for operational initiatives, including pricing strategy, cost optimization, growth investments, restructuring, and integration efforts.
• Evaluate ROI, upside and downside scenarios, and execution trade-offs for senior leadership and the Board.
• Collaborate with functional leaders to translate business initiatives into measurable financial outcomes.
• Serve as a day-to-day analytical interface with the private equity sponsor.
• Support M&A, divestitures, financings, refinancings, and other strategic transactions.
• Assist in preparing diligence materials, transaction models, and data rooms.
• Build and enhance data infrastructure for strategic finance decision-making, including ownership of key datasets, data integrity, and automation of reporting workflows.
• Develop and maintain dashboards, such as Power BI dashboards, to provide visibility into KPIs, performance trends, and operational drivers.
• Partner cross-functionally to turn raw data into actionable insights supporting pricing, unit economics, and operational efficiency initiatives.

Benefits

• Competitive base salary commensurate with experience.
• Performance-based bonus aligned with enterprise and individual outcomes.
• Medical coverage.
• Dental coverage.
• Vision coverage.
• Company-paid life insurance.
• Short-term and long-term disability coverage.
• Paid holidays.
• Generous paid time off.
• 401(k) plan with company match.
• Employee referral bonus.
• Tuition reimbursement.
• Ongoing training and professional development support.
• Direct exposure to the CFO, executive leadership team, and private equity sponsor.
• Visibility into board-level strategic decisions and value creation initiatives.
• Career advancement opportunities across corporate finance, strategy, and operating leadership tracks.
• Accelerated professional growth in a PE-backed environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed