Director, Strategic Finance Consulting

About the position

Embarc Advisors’ Director of Strategic Finance Consulting serves as a trusted advisor to clients, providing high-quality consultation and guidance as they make critical business decisions. The role delivers timely, high-quality strategic and financial analyses, including financial modeling and FP&A, presentation materials, and industry research, to drive successful client outcomes.

The Director develops and maintains relationships with client leadership, working teams, and project counterparts; advises clients and project teams; and proactively anticipates client needs. In partnership with supervisors and clients, the Director builds and executes end-to-end project plans, manages Embarc and client team members, communicates with stakeholders, and adjusts work as needed to deliver project goals efficiently and on time.

The role prepares and reviews audience-appropriate budgets, forecasts, variance analyses, benchmarking studies, and board materials, ensuring work meets Embarc’s quality standards and enabling senior client leaders to make decisions. The Director also supports recruitment, training, development, and retention of talent; coaches direct reports; promotes a positive work environment; and advances continuous improvement across processes, systems, data, training, and people. This is a fully remote, full-time position. Applicants residing in Pacific or Mountain time zones are preferred. Total on-target compensation, including base salary and bonus, is \$165,000–\$195,000 annually.

Responsibilities

• Cultivate and maintain strong relationships with client leadership, working teams, and project counterparts.
• Serve as a credible advisor to clients and project teams; respond to requests and proactively identify client needs.
• Develop end-to-end project work plans in partnership with supervisors and clients, execute project work, and adjust plans as necessary.
• Manage Embarc project team members and client teams to deliver project goals on time and efficiently.
• Communicate effectively across stakeholders, seek guidance when appropriate, and drive outcomes that meet or exceed client expectations.
• Develop and prepare audience-appropriate budgets, forecasts, variance analyses, benchmarking studies, board materials, and other work products.
• Ensure deliverables meet Embarc’s quality standards and present updates and recommendations to senior client leadership.
• Support recruitment, training, development, and retention of talent and maintain high team performance and productivity.
• Understand direct reports’ development needs and provide relevant exposure and development opportunities.
• Promote a positive, supportive work environment and a culture of continuous improvement through coaching and feedback.

Requirements

• Bachelor’s degree in Accounting, Finance, Management, Economics, or a related field; equivalent combinations of education and experience will be considered.
• At least 5 years of experience in corporate FP&A, strategic finance management, management consulting, accounting, or a related field.
• At least 3 years of FP&A experience at a public or PE-led company.
• At least 1 year leading finance projects.
• Ability to cultivate strong relationships with clients, executives, and boards.
• Ability to build and maintain working relationships with internal and external cross-functional teams and collaborate to drive FP&A processes.
• Superior statistical, qualitative, and quantitative analysis skills, including the ability to use data to influence decisions.
• Demonstrated strengths in financial accounting, capital markets, and M&A concepts.
• Ability to structure analysis efficiently and reach accurate conclusions in a timely manner.
• Project management capabilities, including the ability to manage multiple projects independently.
• Ability to independently develop presentations and other communications for executive leadership, external partners, and the Board of Advisors.
• Excellent oral and written communication skills, including the ability to communicate complex issues clearly and tailor communications to the audience.
• Ability to present to diverse stakeholders, including C-suite leaders, boards, and external targets, and align them around common goals despite competing interests.
• Excellent attention to detail and accuracy.
• Experience leading a team and ensuring deliverables are completed accurately and on time.
• Success building and improving processes and promoting quality.

Nice-to-haves

• Experience managing a finance team and projects, reviewing team deliverables and providing feedback, and establishing and improving processes.
• Experience in both a start-up environment and a public company in finance roles.
• Big Four accounting experience.
• Experience with best-in-class FP&A or strategic finance practices.
• Experience working with start-up organizations and public companies.

Benefits

• Competitive compensation plus semi-annual performance bonuses.
• 401(k) with a 3% employer contribution after one year.
• Comprehensive medical, dental, and vision coverage.
• Unlimited vacation time and paid sick leave.
• Team offsites to connect, recharge, and grow together.
• Opportunities to participate in the upside.