Director – Strategic Finance

🕒 May 21

🏢🏡 New York City – Hybrid

💵 $180k - $230k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Shield

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2024

🤝 B2B

🤖 Artificial Intelligence

🏢 Enterprise

B2B • Artificial Intelligence • Enterprise

Shield is a tech-enabled partner and investor that helps managed service providers (MSPs) scale by combining patient capital, operational expertise, and applied AI engineering. The firm provides forward-deployed engineers, operational support (HR, finance, recruiting), people development, and strategic M&A guidance while preserving local leadership and culture. Backed by ZBS Partners and Thrive Holdings, Shield focuses on long-term, founder-friendly partnerships to accelerate growth and implement AI-first solutions.

📋 Description

• 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 • 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 • 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 • 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

🎯 Requirements

• 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