
501 - 1000 employees
Founded 2021
💼 Consulting
📦 Logistics
📣 Marketing
Consulting • Logistics • Marketing
Pine Services Group is a long-term global holding company within Evergreen Services Group that partners with, acquires, and supports ERP and technology-enabled services businesses. It preserves the identity and independence of portfolio companies while providing financial clarity, strategic and operational support (recruiting, sales/marketing, infrastructure), and a peer community to drive sustainable, long-term growth for firms focused on ERP systems, business applications, and managed IT services.
🔥 0 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 25%
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501 - 1000 employees
Founded 2021
💼 Consulting
📦 Logistics
📣 Marketing
Consulting • Logistics • Marketing
Pine Services Group is a long-term global holding company within Evergreen Services Group that partners with, acquires, and supports ERP and technology-enabled services businesses. It preserves the identity and independence of portfolio companies while providing financial clarity, strategic and operational support (recruiting, sales/marketing, infrastructure), and a peer community to drive sustainable, long-term growth for firms focused on ERP systems, business applications, and managed IT services.
• Serve as a strategic advisor to the leadership team on company planning, investment decisions, organizational priorities, and growth initiatives • Act as financial business partner to department leaders and translate data into actionable insights • Partner on workforce and organizational planning, including headcount strategy, organizational design, and resource allocation • Build business cases, model scenarios, assess ROI and risk, and articulate tradeoffs • Own the annual budget, quarterly forecasts, long-range planning, and monthly performance reporting • Build financial models and business cases for investments, new offerings, organizational changes, and headcount planning • Own performance against EBITDA, partner incentives, and recurring revenue targets • Identify emerging risks and opportunities • Partner with the CEO on board and investor reporting • Lead, develop, and partner with the Controller and broader Finance team • Establish operating rhythms, controls, reporting standards, and accountability • Oversee financial components of the order-to-revenue lifecycle, including deal booking, billing readiness, provisioning coordination, and cross-functional handoffs • Improve Finance systems, processes, and automation • Own strategic revenue and commercial analytics covering pipeline health, bookings, revenue performance, renewals, retention, and churn • Analyze customer and product segmentation, retention and churn trends, expansion opportunities, and service-line economics • Support pricing, packaging, and investment decisions through financial modeling • Partner with Sales leadership on forecasting and pipeline analytics • Report directly to the CEO and serve on the Executive Leadership Team • Travel quarterly for leadership offsites
• 7–12+ years of progressive experience in FP&A, strategic finance, or finance leadership — ideally within a PE-backed, high-growth, or professional services environment • Strong financial modeling and analytical capabilities • Ability to independently build and evaluate multi-year forecasts, investment and ROI models, pricing scenarios, and complex business cases • Strategic and commercial mindset extending beyond Finance • Ability to translate performance and market dynamics into thoughtful growth recommendations • Exceptional executive communication skills • Ability to distill complex financial information into clear, compelling insights for senior leadership, investors, and board-level audiences • Proven leadership capability and experience developing high-performing teams • Experience setting clear expectations, creating accountability, and empowering others to own their work • Strong ownership and bias toward action • Experience within professional services, SaaS, construction technology, or channel/partner-based business models • Experience in a PE-backed environment, with familiarity in investor reporting, value-creation initiatives, and private equity ownership • Familiarity with Sage Intacct or similar cloud-based financial management platforms • Exposure to AI, automation, or technology-enabled business transformation • Experience supporting M&A, due diligence, integration, or strategic acquisitions • Quantitative and business strategy background through finance, economics, engineering, or another analytically rigorous discipline is nice to have
• Medical, dental, and vision coverage • Supplemental insurance options • 401(k) Safe Harbor match • Paid maternity and military leave • Generous PTO • Twelve company-paid holidays • Flex Friday (one Friday off per month, not deducted from PTO) • People-first culture backed by Pine Services Group
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