Manager, Strategic Finance

triumvirateenvironmental

Somerville (MA)

Hybrid

USD 140,000 - 190,000

Full time

5 days ago
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Job summary

Triumvirate Environmental seeks a Manager, Strategic Finance to own strategic FP&A workstreams, including pricing, margin analysis, and capital allocation. You will lead M&A integration tracking, build pro forma reporting, and deliver data-driven insights from large data sets (SQL, Python, Power BI) for deal evaluation and long-range planning.

The role reports to the VP of FP&A, partners with the CRO and operating leaders, and may supervise one analyst.

Responsibilities

  • Take over performance-versus-deal-model tracking at close from the M&A team
  • Build pro forma and integration reporting for acquired companies
  • Support acquisition diligence and integration planning from the finance side
  • Build price-volume-mix analytics and track pricing actions vs baseline
  • Partner with the CRO and leadership on profitability and revenue quality
  • Build investment cases for new markets and capital projects
  • Own finance reporting and dashboards for CFO, VP FP&A and sponsor
  • Work with IT data team on data quality and definitions
  • Deliver scenario analyses for pricing, capacity, M&A and capital allocation

Job description

Manager, Strategic Finance

Triumvirate Environmental (TEI) is a Berkshire Partners-backed environmental services company executing a structured FP&A buildout program centered on proactive analytics, PE-grade reporting, and data infrastructure. The Manager, Strategic Finance is a critical hire within that program, taking ownership of the analysis that drives acquisition performance, pricing and margin, capital allocation, and the sponsor's view of value creation.

Reporting directly to the VP of FP&A, this role is designed for a high-caliber, project-oriented finance professional who delivers at a high level on complex work. You will take responsibility for the strategic finance workstreams, working from priorities the VP sets while the VP retains accountability; interface regularly with the CFO, the CTrO's M&A team, the CRO, and operating leaders; and provide day-to-day direction and review for one analyst.

As Triumvirate Environmental scales, organically and through acquisition, so does the scope of this role. The ideal candidate is equally comfortable building models from scratch, working deep in large data sets, and presenting findings to a PE sponsor audience. Strategic work is project-based, and the role pairs it with ongoing finance reporting and dashboards.

Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.

This position reports to the VP of Financial Planning & Analysis. This position will be fully onsite for the first 90 days. After 90 days, the position will follow a hybrid schedule approved by the manager and Human Resources.

IMMEDIATE PRIORITIES: FIRST 90 DAYS

This role steps into a live operating environment. The following are not aspirational objectives; they are the work that needs to be owned from day one.

  • Deliver a validated pricing opportunity assessment and a first read of price-volume-mix for the core business, with identified actions and owners
  • Agree the process with the M&A team for taking over deal-model tracking at close, and have a synergy and integration tracking approach ready for new acquisitions
  • Establish the strategic workstream priorities with the VP and confirm responsibilities and decision rights
  • Take ownership of finance-specific reporting and dashboards in Power BI, validated against the source of truth
  • Identify and address data inconsistencies across Oracle Fusion and Excel models that affect deal, pricing, and investment analysis; deliver accurate output while working through constraints, not after them
Responsibilities:
M&A Integration & Synergy Tracking

Take over performance-versus-deal-model tracking at close from the M&A team, including synergy realization and integration variance reporting to the CFO and sponsor

Build pro forma and integration reporting that folds acquired-company results into platform reporting, including entities operating on separate systems

Support acquisition diligence and integration planning from the finance side as deal pace requires

Pricing, Price-Volume-Mix & Commercial Analytics

Build and maintain price-volume-mix and pricing-realization analytics; quantify rate leakage and margin opportunity across customers, service lines, and regions

Track approved pricing actions to realized margin against a documented baseline

Partner with the CRO and commercial leadership on customer profitability and revenue-quality analysis, including cross-sell and wallet-share opportunities

Capital Allocation, Expansion & Long-Range Planning

Build investment cases for new markets, capacity, and capital projects, and track results against the case after approval

Support the long-range plan and five-year sub-targets by region, vertical, and growth lever (organic, price, volume, M&A, new markets)

Maintain the sponsor value-creation view and supporting analysis so it stays current

Deliver scenario and sensitivity analysis to support strategic decisions on pricing, capacity, M&A, and capital allocation

Finance Reporting, Data & Dashboards

Own custom, finance-specific reporting and dashboards, meaning those whose primary audience is the CFO, VP FP&A, or sponsor reporting

Work directly with large, complex financial and operational data sets (SQL, Python, Power BI) to extract, validate, and analyze data for deal, pricing, and investment work

Build repeatable reporting processes that reduce reliance on manual Excel workbooks over time, validating outputs against the source of truth

Partner with the IT data organization, which owns data architecture and enterprise dashboards, on definitions, data quality, and requirements

Business Partnership & Leadership

Serve as finance partner to the CTrO's M&A team and to oper

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