Vice President Finance

Segrera Associates; West Chester (Chester County); On-site; USD 150,000 - 230,000; Full time

Job summary

Segrera Associates seeks a hands-on Vice President of Finance to connect financial performance with business decisions and build scalable processes. You will partner with the CFO to strengthen planning, reporting, and decision support as the company grows.

You will lead forecasting, budgeting, cash flow management, and executive reporting, while collaborating with operations to drive value and improve financial outcomes.

Qualifications

• Experience in FP&A, investment banking, private equity, or related fields.
• Strong modeling, forecasting, and strategic analysis abilities.
• Familiarity with ERP systems and financial reporting.

Responsibilities

• Partner with business leaders on budgets, forecasts, and investments.
• Develop and maintain integrated three-statement models and scenario analysis.
• Lead monthly business reviews and executive reporting.
• Support acquisition evaluation and integration planning.
• Improve cash flow visibility and working capital management.
• Drive cross-functional projects from analysis to implementation.

Skills

Financial modeling

Accounting

Advanced Excel

Forecasting

Cash flow analysis

Business partnering

Education

Bachelor's degree in finance

Bachelor's degree in accounting

MBA

CPA

Job description

Segrera Associates is seeking a hands‑on Vice President of Finance to strengthen financial planning, reporting, and decision support as our clients business grows. Working closely with the CFO and operating leadership, this individual will connect financial performance to business decisions, improve forecasting and cash flow visibility, and build scalable finance processes.

The ideal candidate combines strong financial modeling and accounting skills with commercial judgment, resourcefulness, and a willingness to work directly in the details.

Key Responsibilities

Business Partnership & Performance Analysis

• Partner with business leaders on hiring, pricing, vendor spending, and investment decisions.
• Evaluate customer and product economics, including recurring revenue, implementation costs, hosting, and support.
• Analyze Professional Services staffing, utilization, delivery costs, and project profitability.
• Lead monthly business reviews, highlighting performance drivers, risks, and recommended actions.
• Improve visibility into customer economics, gross margins, and departmental spending.
• Own and improve existing budgets, forecasts, and financial models.
• Build and maintain an integrated three-statement model with clear assumptions and scenario analysis.
• Lead annual budgeting, rolling forecasts, and long‑range planning with the CFO and business leaders.
• Translate customer activity, hiring plans, operating expenses, and investments into financial projections.
• Identify risks and opportunities and recommend actions to improve performance.

Cash Flow & Capital Planning

• Partner with the Controller on weekly cash forecasts and longer‑term liquidity planning.
• Model working capital, collections, capital expenditures, debt service, and acquisition commitments.
• Support financing, leverage, covenant, and capital allocation analysis.
• Investigate cash flow variances and identify opportunities to improve cash conversion.

Strategic Initiatives & Acquisitions

• Support acquisition evaluation, financial due diligence, and integration.
• Incorporate acquired businesses into forecasts and reporting, tracking integration costs, synergies, and performance.
• Lead cross‑functional projects from analysis and recommendations through implementation.
• Balance recurring responsibilities with strategic priorities and deliver on commitments.

Financial Analysis & Executive Reporting

• Reconcile accounting data with management, board, and lender reporting.
• Develop clear bridges between reported earnings, adjusted EBITDA, free cash flow, and ending cash.
• Build customer‑level forecasts covering bookings, recurring revenue, recognized revenue, billings, and collections.
• Partner with Sales, Sales Operations, and Accounting on pricing, renewals, contracts, and customer growth.
• Support the CFO with board, sponsor, and lender materials.

Systems & Process Improvement

• Improve financial reporting and analysis through NetSuite and other business systems.
• Strengthen data quality, account and department mapping, reconciliations, and reporting consistency.
• Standardize financial metrics, assumptions, and reporting responsibilities.
• Reduce manual work through improved reporting tools, data flows, and automation.
• Help the CFO prioritize finance resources and capabilities as the business grows.

What We’re Looking For

• Strong financial modeling skills, including integrated three‑statement modeling.
• Solid accounting knowledge, including revenue recognition, deferred revenue, working capital, and cash flow.
• Advanced Excel skills and the ability to work through incomplete data and complex problems.
• A hands‑on, resourceful approach with strong ownership and follow‑through.
• The ability to learn new businesses and systems quickly and turn analysis into practical recommendations.
• Strong communication skills and the confidence to work with executives, investors, and operating teams.
• Sound judgment, attention to detail, and the ability to manage competing priorities.

Relevant Background & Qualifications

• Experience in investment banking, private equity, transaction advisory, corporate finance, FP&A, or a related field.
• Experience in software, recurring‑revenue businesses, private equity‑backed companies, or finance transformation is a plus.
• Familiarity with NetSuite or other ERP systems, treasury, financial reporting, and acquisition integration is beneficial.
• Bachelor’s degree in finance, accounting, economics, or a related field required; MBA or CPA preferred.