Senior Finance Business Partner

Truity Partners; Milwaukee (WI); On-site; USD 110,000 - 150,000; Full time

Job summary

Truity Partners in Milwaukee seeks a Senior Finance Business Partner to act as the strategic finance partner to Technology leadership. You will influence growth priorities, pricing models, and ROI analyses for technology-enabled products and platforms.

The role requires 12–15+ years in FP&A or strategic finance, a strong finance background in technology, and the ability to influence senior leaders with clear, data-driven insights. MBA preferred and collaboration with cross-functional teams.”

Qualifications

• Bachelor's degree required in finance or related field, MBA preferred.
• Strong FP&A, strategic planning, and investment-analysis experience.
• Experience advising senior leaders on growth, pricing, and ROI.
• Technology-focused or technology-support background is required.
• Excellent communication and executive presence with credibility at senior level.

Responsibilities

• Serve as the primary strategic finance partner to Technology leadership and senior leadership team.
• Provide financial perspective in decisions related to growth, investment priorities, product strategy, and performance.
• Partner with technology and product leaders to evaluate investments and ROI for major initiatives.
• Support pricing strategy development for SaaS, platform, and recurring revenue.
• Translate financial data into actionable recommendations for senior leaders.
• Identify performance drivers, risks, and opportunities and embed financial thinking in decisions.
• Assist in strategic planning, forecasting, and long-range financial analysis for Technology.
• Advise on business cases, scenario planning, and investment tradeoffs.
• Support growth strategies for technology-enabled products and platforms.

Skills

FP&A

Strategic finance

Investment analysis

Executive communication

Tech industry experience

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA preferred

Job description

Our client is an organization in the Milwaukee area looking for a Senior Finance Business Partner. Our client is looking for an experienced strategic finance professional who can operate as a true business partner within a technology organization. This individual will sit alongside Technology leadership, bring a strong commercial and FP&A perspective to strategic decisions, and help shape investment, pricing, growth, and value-creation priorities across the business.

The Senior Finance Business Partner will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Serve as the primary strategic finance partner to Technology leadership and participate as a member of the senior leadership team.
• Provide the financial perspective in key business decisions related to growth, investment priorities, product strategy, and operating performance.
• Partner with technology and product leaders to evaluate investments, resource allocation, and expected returns on major initiatives.
• Support the development and evaluation of pricing strategies, including SaaS, platform, and other recurring-revenue models.
• Assess the financial impact and ROI of technology initiatives, product development efforts, and strategic programs.
• Translate financial and operational data into clear business insights, recommendations, and decision support for senior leaders.
• Partner with business leaders to identify performance drivers, risks, and opportunities rather than simply reporting historical results.
• Support strategic planning, forecasting, and long-range financial analysis for the Technology organization.
• Advise leaders on business cases, scenario planning, tradeoffs, and investment decisions.
• Help shape growth strategy for technology-enabled products and platforms, including spend management and related offerings.
• Build strong relationships across Technology, Product, Operations, and Finance to ensure financial thinking is embedded in business decisions.
• Challenge assumptions constructively and bring an independent, commercially minded point of view to leadership discussions.
• Improve the quality, relevance, and usefulness of financial decision support across the Technology organization.
• Support special projects and strategic initiatives where financial analysis and business judgment are critical.

The Senior Finance Business Partner will possess the following:

EXPERIENCE REQUIRED

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required; MBA preferred.
• 12–15+ years of progressive experience in FP&A, business finance, strategic finance, or finance consulting.
• Demonstrated experience serving as an embedded finance partner within a business unit or functional organization, rather than operating solely in a centralized corporate finance role.
• Technology-heavy or technology-support experience required.
• Strong background in FP&A, strategic planning, business case development, investment analysis, and financial decision support.
• Experience advising senior business leaders on growth strategy, pricing, resource allocation, and return on investment.
• Strong commercial mindset with the ability to understand business problems and use finance to help solve them.
• Excellent communication and executive presence with the ability to influence decisions and build credibility with senior leadership.
• Strong judgment and analytical skills with the ability to synthesize complex information into actionable recommendations.
• Comfortable operating at a strategic level without needing to own detailed accounting, close, or reporting processes.
• Collaborative, curious, and business-oriented with the ability to challenge assumptions while maintaining strong partnerships.
• Proven ability to operate effectively in a complex, fast-moving environment with multiple stakeholders and competing priorities.