Finance Manager

Presidio, Inc.; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Presidio, Inc. is seeking a Finance Manager to lead financial planning and analysis for an assigned sales territory within its Commercial and Enterprise Sales organization. You will partner with sales leadership, own the forecast, reconcile backlog, and coach analysts while driving data-driven decisions.

You will build driver-based models, deliver executive-ready reporting, and champion AI-assisted tools to raise forecasting accuracy and insights across the business.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• 7+ years of experience in financial analysis, FP&A, or commercial finance.
• Proven ability to mentor junior staff and manage analysts.

Responsibilities

• Lead forecast, budgeting, and planning for assigned sales territory.
• Partner with sales leadership to shape strategy and manage risk.
• Deliver monthly/quarterly P&L analyses and executive-facing reporting.
• Champion AI-assisted tools and dashboards to improve forecast accuracy.

Skills

Financial analysis

FP&A

Power BI

Excel

Leadership

Forecasting

Communication

Problem solving

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

Power BI

OneStream

Adaptive Planning

Hyperion

Job description

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights.

The Role

We are seeking a Finance Manager to lead financial planning and analysis for an assigned sales territory within our Commercial and Enterprise Sales organization. Reporting to the Senior Director of Finance, you will be the senior finance partner to your territory's sales leadership - owning the forecast, reconciling backlog and inventory position to manage risk, and turning financial and operational data into the insight that drives business decisions. This is a role for someone ready to take ownership of a book of business, mentor the analysts supporting it, and raise the bar for how the team operates. We are building a finance team that thinks like analysts and operates like technologists. As a manager on that team, you set the standard: your business partners trust your judgment, your forecasts hold up under scrutiny, and your team is growing into stronger analysts because of the coaching and structure you provide.

Responsibilities include:

Business Partnering & Commercial Finance Leadership

• Serve as the senior finance partner to sales leadership within your assigned territory, providing financial guidance that directly shapes business decisions
• Present financial results, risks, and recommendations to senior and executive audiences, translating complex data into clear, actionable narratives
• Partner cross-functionally with accounting and operations to identify and resolve issues affecting your territory's P&L
• Provide finance approvals to support ongoing operations, applying sound judgment and financial controls

Forecasting, Budgeting & Planning

• Own the annual plan and the quarterly and monthly forecast updates for your assigned sales territory, partnering with FP&A leadership and territory sales leaders
• Reconcile backlog and assess inventory position to identify risk and inform the near-term forecast and annual budget for your territory
• Build and maintain driver-based financial models, historical and predictive, with dynamic inputs that reflect current business conditions
• Track performance against projections and adjust plans as your territory evolves

Performance Reporting & Analytics

• Prepare detailed monthly and quarterly P&L variance analysis against budget and forecast, reviewing results with accounting, FP&A, and business management
• Report on and analyze operational metrics and KPIs, surfacing trends that signal strengthening or weakening performance
• Own executive and ad hoc reporting, including presentation materials for senior leadership reviews
• Conceptualize and build summary charts, tables, and dashboards that make large volumes of data easy to consume and act on

Data, Analytics & AI - Raising the Bar

• Champion the adoption of Power BI dashboards and modern reporting tools within your territory, replacing static spreadsheet decks with dynamic, self-service reporting
• Model effective use of AI-assisted tools to accelerate analysis and improve forecast accuracy, and encourage the same from your team
• Develop financial tools, analyses, and metrics that support business strategy and scale beyond a single analysis
• Standardize KPI frameworks and financial data definitions for consistent reporting within your territory, aligned to broader Commercial and Enterprise Sales standards

Team Leadership & Development

• Mentor and develop the analysts supporting your territory, coaching on technical skills, business acumen, and executive communication
• Review analyst deliverables for accuracy and clarity before they reach business or executive audiences
• Foster a culture of curiosity, ownership, and continuous improvement within the team
• Partner with FP&A leadership on resource planning and team development priorities

Required Skills and Professional Experience

• Bachelor's or higher degree in Finance, Economics, Accounting, or a related field
• 7+ years of experience in financial analysis, FP&A, or commercial finance, including experience reviewing or mentoring the work of junior team members
• Advanced Excel and Microsoft Office skills, including VLOOKUP, IFS, pivot tables, and charts
• Demonstrated experience building financial models, historical or predictive, with dynamic inputs
• Hands-on experience with Power BI or similar BI tools, with the ability to guide others in dashboard design
• Working knowledge of AI-assisted tools (Copilot, Claude, ChatGPT, etc.), with a track record of using them to improve team efficiency
• Excellent verbal and written communication skills, with a customer-service focus and comfort presenting to executive audiences
• Strong interpersonal skills, with the ability to work cooperatively and collaboratively across all levels of the organization
• Problem solver with a results-oriented mindset, high bias for action, and strong ownership and accountabilityAbility to self-manage and operate independently to meet deadlines in a fast-moving environment

Preferred Skills and Professional Experience

• Professional certification (CPA, CMA, CFA) or MBA
• Prior experience formally managing or mentoring analysts
• Experience in technology, managed services, or professional services industries
• Experience with financial planning platforms such as OneStream, Adaptive, or Hyperion
• Experience with ERP systems such as D365, SAP, Oracle, or Great Plains
• Proficiency in SQL or Power Query for querying and transforming data sets
• Experience with revenue recognition principles and services or product margin economics

Your future at Presidio

Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world.

Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.

Ready to innovate? Let's redefine what's next-together.

About Presidio

Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success.

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit https://presidio.com

Applications will be accepted on a rolling basis.

Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve.

Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

The "Know Your Rights" Poster is available here: https://www.eeoc.gov/poster

Presidio EEO Policy Statement is available here: https://www.presidio.com/careers

Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] and let us know the nature of your request and your contact information.

Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to.

Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.