FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial planning and analysis (FP&A), including M&A integration, revenue synergies, and financial modeling. Proven ability to lead cross-functional teams and present financial insights to executive stakeholders.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)M&A Integration ExperienceRevenue Synergies ManagementDriver-Based Financial ModelingCovenant Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingRevenue RecognitionCost ManagementUtilization AnalysisCohort Retention AnalysisBudgeting And ForecastingGAAP ComplianceData ReconciliationPerformance Metrics TrackingScenario Analysis
Soft Skills
Executive PresenceLeadershipMentoringCommunicationCollaboration
Tools & Technologies
EPM SystemsAnaplanPigmentPlanfulAdaptiveOneStream
Certifications & Qualifications
MBACPACFA
Industry Keywords
Private EquityManaged Security ServicesCybersecurityIT ServicesTransaction Advisory
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Own the financial spine of integration with the Integration Management Office
- Track synergies against the underwriting case by initiative and owner, reporting realized-versus-plan metrics monthly to the CFO, sponsor, and Board
- Separate one-time integration costs, run-rate savings, and dis-synergies
- Model and track TSA exit economics and stranded-cost burn-down
- Own revenue synergies, including cross-sell, attach assumptions, retention cohorts, and realization visibility
- Build a repeatable finance integration playbook for future M&A transactions
- Consolidate legacy planning models into a single driver-based operating model
- Restate acquired-entity historical financial data and retire legacy spreadsheets
- Establish enterprise definitions for ARR, NRR, Gross/Net Bookings, Backlog, and Contracted-Not-Billed
- Reconcile recurring-revenue metrics to GAAP revenue with the Corporate Controller
- Build margin visibility across SOC operations, MDR/XDR, professional services, consulting, and platform solutions
- Model utilization, bill-rate realization, cost-to-serve, and contribution margin by customer cohort and legacy entity
- Partner with Treasury on debt covenant modeling, liquidity forecasting, and the 13-week cash view
- Deliver sponsor and lender reporting packages, including pro forma and Adjusted EBITDA presentations
- Build public-market and sale-ready reporting, analytics, financial history, and forecast-accuracy capabilities
- Own the annual operating plan, quarterly reforecasts, monthly rolling forecasts, and long-range strategic plans
- Develop integrated P&L, balance sheet, cash flow, covenant, and scenario models
- Partner on acquisition modeling, accretion/dilution analysis, synergy modeling, diligence, purchase accounting, earnouts, deferred consideration, and entity rationalization
- Embed finance leadership across Sales/GTM, Delivery/Operations, Product/Engineering, and G&A
- Partner with Revenue Operations on pipeline conversion, quota/capacity planning, sales productivity, commission modeling, and pricing strategies
- Lead monthly management packages, Board decks, and sponsor/lender reporting
- Present financial updates to the Board, private equity sponsor, and lenders alongside the CFO
- Lead, mentor, and reorganize a distributed team from legacy organizations
- Own the planning systems roadmap and implement automated, AI-assisted reporting and analysis
Requirements
What you’ll need- 12+ years in FP&A, corporate finance, transaction advisory, or private equity
- 5+ years leading a corporate FP&A function at a company with $500M+ in revenue
- Direct experience leading FP&A through a major M&A integration
- Carve-out and/or Transition Services Agreement (TSA) exit experience, including stranded-cost management
- Experience in a private equity/sponsor-backed environment, including covenant reporting, sponsor reporting cadence, and value creation plans
- Fluency in recurring-revenue economics, including ARR, NRR, CAC payback, and cohort retention
- Fluency in services/consulting economics, including utilization, billable rates, cost-to-serve, and project margins
- Demonstrated experience building driver-based enterprise financial models from scratch
- Proven ability to establish reliable financial data from incomplete or inconsistent acquired-company data
- Executive presence and credibility to present independently to Boards, private equity sponsors, and lenders
- Preferred: experience in Managed Security Services, Cybersecurity, Managed Service Providers, or IT Services
- Preferred: IPO preparation or public company FP&A experience
- Preferred: experience with multi-entity, multi-currency international operations
- Preferred: hands-on experience implementing EPM systems such as Anaplan, Pigment, Planful, Adaptive, or OneStream
- Bachelor’s degree in Finance, Accounting, Economics, or related field is preferred; MBA, CPA, or CFA is a plus
Benefits
Comp & perks- High visibility with senior leadership and sponsors from day one
- Full-time, exempt status