Director/ VP of Strategic Finance

Key Responsibilities

• 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 

• 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 

• 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 

• 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 

• 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