Portfolio Finance Director

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

This role will support Fullsteam's growth and will report to the Sr Director of Finance.  The role will be primarily tasked with partnering with operational leadership.  The Finance team seeks highly qualified candidates with financial analysis, modelling, business partnering and commercial experience. The ideal candidate will have a proven track record of bridging the gap between finance and the operations of the business.   

Responsibilities:

Business Performance Analysis & Decision Support:

• Promote business partnerships and advise the portfolio company group presidents and other departments at Corporate.

• Learn the business and portfolio company specifics hands-on, being able to model and critically analyze this information accordingly.

• Manage and coordinate projects made up of cross functional teams.

• Participate in the monthly reporting and variance analysis processes.

• Participate in the annual budgeting and reforecasting processes.

• Dashboarding & KPI reporting.

Continuous Improvement:

• Review existing methods of gathering information and performing analysis and propose opportunities for improvement. 

• Look for operational and commercial synergies (revenue or expense) across the portfolio.

• Assist in the improvement, development, and automation of monthly and ad hoc reporting.

The ideal candidate will demonstrate the following attributes:

• Excellent analytical skills.

• Advanced skills in Microsoft Excel.

• Excellent oral and written communication.

• Excellent team player.

• Excellent interpersonal skills.

• Ability to work independently with minimum supervision and complete assignments with short deadlines.

Experience:

• Experience with business partnering and/or operations advisory.

• Preferred experience in SaaS based software and or payments industry.

• Affinity with strategic planning, scenario analysis, and market analysis. 

• Experience with financial modeling.

• Experience with reporting and budgeting tools.

Education/Certifications:

• Bachelor’s degree with Accounting, Finance, or Economics concentration.

• MBA, CPA, or CFA are a plus.

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.