The Role
Lead strategic finance across a platform of companies by building financial models, driving capital planning, evaluating M&A, developing operational KPIs and dashboards, supporting executives and Board materials, and improving systems, reporting, and integration processes to scale the business.
Summary Generated by Built In
As Shield continues scaling across our portfolio of companies, we are looking for a highly analytical and commercially-minded Strategic Finance leader to help drive financial strategy, operational insights, capital planning, and executive decision support across the platform.
This role sits at the intersection of finance, operations, M&A, and executive strategy. The ideal candidate is equally comfortable building sophisticated financial models, evaluating acquisition opportunities, improving operational reporting, and partnering directly with executives on high-impact strategic initiatives. This is a hands-on role for someone who enjoys building in a fast-moving environment and can balance strategic thinking with detailed execution.
Quarterly travel will be expected, as well as periodic in-office presence in the NYC office as business needs require.
Quarterly travel will be expected, as well as periodic in-office presence in the NYC office as business needs require.
Key Responsibilities
Strategic Finance & Business Partnership
- Partner closely with executive leadership on company-wide strategic initiatives, growth planning, and operational decision-making
- Develop long-range financial and operational models to support business planning, investment decisions, and platform scaling initiatives
- Evaluate ROI and business impact across growth initiatives, operational investments, pricing strategies, and new market opportunities
- Translate complex financial and operational data into clear recommendations for leadership stakeholders
- Support organizational planning and resource allocation across Shield and its portfolio companies
Operational Finance & Performance Insights
- Build and maintain reporting frameworks, dashboards, and KPIs across the organization
- Develop operational metrics around recurring revenue, retention, margin performance, utilization, and business health indicators
- Partner with operating teams to improve data accuracy, reporting consistency, and financial visibility across multiple systems and entities
- Drive scenario modeling, trend analysis, and forecasting to support executive decision-making and business planning
- Help establish scalable financial and operational governance processes as the platform continues to grow
M&A, Integrations & Strategic Initiatives
- Support acquisition analysis, financial diligence, and integration planning efforts
- Assist in evaluating strategic investments, partnerships, and growth opportunities across the portfolio
- Partner cross-functionally with finance, operations, and integration teams on post-acquisition performance tracking and operational alignment
- Contribute to systems implementations, process improvements, and finance transformation initiatives across Shield and partner companies
- Support executive-level materials for Board meetings, investor conversations, and strategic planning discussions
Systems, Data & Process Improvement
- Work across multiple systems and data sources to reconcile, validate, and improve financial and operational reporting accuracy
- Identify opportunities to automate reporting, improve workflows, and streamline financial processes
- Help design scalable, AI-forward finance and operational processes that support a rapidly growing organization
- Raise the level of analytical rigor and operational visibility across the business while maintaining speed and adaptability
Skills, Knowledge & Expertise
- 7–10+ years of experience in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments
- Experience supporting executive leadership in a high-growth, operationally complex environment
- Strong financial modeling, analytical, and problem-solving capabilities
- Background in M&A, integrations, or multi-entity/platform businesses strongly preferred
- Experience working with operational and financial systems, reporting tools, and large datasets
- Ability to operate comfortably in ambiguity and build structure where needed
- Strong executive communication and presentation skills
- Highly collaborative, low-ego approach with a willingness to roll up sleeves and execute
- Experience within technology, IT services, SaaS, MSP, or PE-backed environments preferred
What Success Looks Like
- Builds trusted relationships across leadership teams and portfolio companies
- Brings structure, visibility, and actionable insights to complex operational and financial environments
- Improves executive decision-making through thoughtful analysis and strategic partnership
- Helps Shield scale operationally and financially while maintaining agility and execution speed
- Operates with strong ownership mentality, intellectual curiosity, and a builder mindset
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Skills Required
- 7-10+ years in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments
- Experience supporting executive leadership in high-growth, operationally complex environments
- Strong financial modeling, analytical, and problem-solving capabilities
- Experience working with operational and financial systems, reporting tools, and large datasets
- Strong executive communication and presentation skills
- Ability to operate in ambiguity and build structure; hands-on, roll-up-sleeves approach
- Background in M&A, integrations, or multi-entity/platform businesses
- Experience within technology, IT services, SaaS, MSP, or PE-backed environments
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The Company
What We Do
Shield Technology Partners is building a world-class network of high-performing IT service businesses across the country. We are dedicated to empowering local leaders by combining their unique cultures and brands with the strength of advanced technology and national-scale resources. Our mission is simple: amplify what you’ve already built, while preserving the autonomy and relationships that make your business thrive. Through a transparent, collaborative growth model, Shield Technology Partners offers a path for MSPs to scale without losing their identity. By integrating cutting-edge technology and shared expertise, we create unmatched opportunities for your team while delivering the best of local service and innovation to clients. Together, we’re paving the way for a bold future in IT services.
