About the job

Director/ VP of Strategic Finance

Department: Corporate

Employment Type: Full Time

Location: Shield Technology Partners - NYC

Compensation: $180,000 - $230,000 / year

Description

As Shield continues scaling across our portfolio of companies, we are looking for a highly analytical and commercially-minded Strategic Finance leader to help drive financial strategy, operational insights, capital planning, and executive decision support across the platform.

This role sits at the intersection of finance, operations, M&A, and executive strategy. The ideal candidate is equally comfortable building sophisticated financial models, evaluating acquisition opportunities, improving operational reporting, and partnering directly with executives on high-impact strategic initiatives. This is a hands-on role for someone who enjoys building in a fast-moving environment and can balance strategic thinking with detailed execution.

Quarterly travel will be expected, as well as periodic in-office presence in the NYC office as business needs require.

Key Responsibilities

Strategic Finance & Business Partnership

• Partner closely with executive leadership on company-wide strategic initiatives, growth planning, and operational decision-making

• Develop long-range financial and operational models to support business planning, investment decisions, and platform scaling initiatives

• Evaluate ROI and business impact across growth initiatives, operational investments, pricing strategies, and new market opportunities

• Translate complex financial and operational data into clear recommendations for leadership stakeholders

• Support organizational planning and resource allocation across Shield and its portfolio companies

Operational Finance & Performance Insights

• Build and maintain reporting frameworks, dashboards, and KPIs across the organization

• Develop operational metrics around recurring revenue, retention, margin performance, utilization, and business health indicators

• Partner with operating teams to improve data accuracy, reporting consistency, and financial visibility across multiple systems and entities

• Drive scenario modeling, trend analysis, and forecasting to support executive decision-making and business planning

• Help establish scalable financial and operational governance processes as the platform continues to grow

M&A, Integrations & Strategic Initiatives

• Support acquisition analysis, financial diligence, and integration planning efforts

• Assist in evaluating strategic investments, partnerships, and growth opportunities across the portfolio

• Partner cross-functionally with finance, operations, and integration teams on post-acquisition performance tracking and operational alignment

• Contribute to systems implementations, process improvements, and finance transformation initiatives across Shield and partner companies

• Support executive-level materials for Board meetings, investor conversations, and strategic planning discussions

Systems, Data & Process Improvement

• Work across multiple systems and data sources to reconcile, validate, and improve financial and operational reporting accuracy

• Identify opportunities to automate reporting, improve workflows, and streamline financial processes

• Help design scalable, AI-forward finance and operational processes that support a rapidly growing organization

• Raise the level of analytical rigor and operational visibility across the business while maintaining speed and adaptability

Skills, Knowledge & Expertise

• 7–10+ years of experience in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments

• Experience supporting executive leadership in a high-growth, operationally complex environment

• Strong financial modeling, analytical, and problem-solving capabilities

• Background in M&A, integrations, or multi-entity/platform businesses strongly preferred

• Experience working with operational and financial systems, reporting tools, and large datasets

• Ability to operate comfortably in ambiguity and build structure where needed

• Strong executive communication and presentation skills

• Highly collaborative, low-ego approach with a willingness to roll up sleeves and execute

• Experience within technology, IT services, SaaS, MSP, or PE-backed environments preferred

What Success Looks Like

• Builds trusted relationships across leadership teams and portfolio companies

• Brings structure, visibility, and actionable insights to complex operational and financial environments

• Improves executive decision-making through thoughtful analysis and strategic partnership

• Helps Shield scale operationally and financially while maintaining agility and execution speed

• Operates with strong ownership mentality, intellectual curiosity, and a builder mindset