firstPRO, Inc ยท 2 days ago
Lead Finance Businss Partner (Director Level)
firstPRO, Inc is seeking an experienced finance leader to serve as the primary liaison for enterprise-wide financial planning and analysis. The role requires strong strategic thinking and executive-level communication to synthesize complex financial information into actionable insights while balancing hands-on execution with strategic leadership.
Responsibilities
Lead creation of materials for executive teams, QBR decks, Board meetings, and ad-hoc requests
Shape narrative and storytelling for executive presentations, ensuring alignment with business unit P&R (Planning & Reporting) teams
Ensure accuracy, clarity, and consistency in financial modeling and reporting
Provide strategic counterpoints and recommendations to improve team outputs
Act as the primary point of contact for corporate P&L and business unit P&R teams
Provide guidance on forecasting, capital deployment, and capital generation
Oversee the execution of a cyclical calendar of deliverables, anticipating impacts across teams
Implement strategies to optimize team processes and enhance communication
Engage in ad-hoc initiatives as required, bringing analytical rigor and strategic insight
Qualification
Required
Minimum of 6 years in finance
at least 2 years in financial services
Undergraduate degree required
Strong consulting background
executive-level communication
financial modeling expertise
process improvement
cross-functional collaboration
Preferred
Economics or Finance preferred
graduate degree preferred
CPA, CFM, CMA, or equivalent is a plus