Finance Leader

Reposted 14 Days Ago
Hiring Remotely in USA
Remote
Senior level
Information Technology • Software
The Role
The Director of Finance will manage financial execution, reporting, and analysis across Pine's portfolio, ensuring clear communication and supports financial decisions.
Summary Generated by Built In
Finance Leader 
 
About Pine Services Group 
 
Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. We acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful.  Our approach is intentionally decentralized. Operating companies within the Pine portfolio lead their businesses day to day, while Pine partners alongside them to provide financial clarity, strategic support, and a strong community of peers needed to drive long-term, sustainable growth. 
 
We are building a disciplined, forward-looking finance engine at the Pine level and are hiring a Director of Finance to play a central role in that effort. 
 
The Role 
The Finance Leader owns Pine’s financial execution, reporting cadence, and insight generation across the portfolio. This role connects operating company performance to Pine leadership through clear analysis, strong relationships, and accountability to plan while ensuring financial continuity from acquisition onboarding into steady-state operations. 
This is a high-impact, high-ownership role for a finance leader who wants real responsibility, visibility, and trajectory within a growing platform. 
 
What You’ll Do 
 
Portfolio Financial Execution 
 
Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews 
Ensure accurate, timely, and consistent financial reporting across Pine and operating companies 
Partner with operating company finance leaders to drive clarity and accountability to plan 
 
Insight & Decision Support 
 
Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities 
Translate results into implications and recommendations for Pine leadership 
Support executive decision-making with concise, well-structured financial narratives 
 
Planning & Forecasting 
 
Lead Pine’s annual budgeting and forecasting processes across the portfolio 
Consolidate and communicate plans, forecasts, and key assumptions 
Provide scenario analysis tied to business drivers as needed 
 
Data & Reporting Enablement 
 
Advance Pine-level financial and operational reporting capabilities 
Improve automation, consistency, and usability of dashboards and reporting 
Leverage Excel and business intelligence tools to increase visibility into performance drivers 
 
Value Creation & Integration 
 
Identify and support margin and performance improvement opportunities across the portfolio 
Embed accountability into planning and performance discussions 
Support financial onboarding and integration of newly acquired operating companies 
 
Acquisition Integration 
Support the financial onboarding of newly acquired operating companies 
Develop initial budgets and forecasts for new acquisitions 
Ensure smooth integration into Pine’s ongoing financial cadence and reporting expectations 
 
What You’ll Bring: 
6–15 years of progressive experience in finance, FP&A, accounting, or a blended role 
Experience supporting multiple business units, portfolios, or operating companies 
Exposure to multiple revenue models (software, services, commissions, etc.) 
Strong foundation in financial statements, forecasting, and variance analysis 
Advanced Excel skills;experience with PowerBI or similar BI tools strongly preferred 
Blended accounting and finance background a plus 
Analytical horsepower and fluency in financial drivers 
Forward-looking business judgment focused on outcomes and impact 
Strong ownership and accountability mindset 
Clear, confident executive communication 
 
Why Join Pine 
This role offers real ownership and a close partnership with senior leadership, with the chance to shape how a growing portfolio of businesses performs. You’ll work with an experienced, thoughtful team of operators and finance leaders who genuinely enjoy collaborating and solving hard problems together. It’s a place to do meaningful work with good people while building something that lasts.  If this sounds like you, we’d love to chat!  

Top Skills

Business Intelligence Tools
Excel
Power BI
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The Company
HQ: San Francisco, CA
19 Employees
Year Founded: 2021

What We Do

Pine Services Group supports top software partners and ISVs internationally by preserving the original brand and founder legacy of each business, while prioritizing sustainable long-term growth.

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