Director of Global Strategic Finance

MRI Software

. Lead the global financial planning and forecasting process, including annual budgeting, quarterly rolling forecasts, and long-range planning .

Posted 11/6/2026full-timeRemote • Ohio • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, forecasting, and analysis, with a strong focus on GAAP compliance and strategic financial modeling. Proven ability to lead cross-functional teams and present actionable insights to executive leadership and the Board.

Highest-signal resume keywords

Financial Planning and ForecastingThree-Statement Financial ModelingM&A Transaction ModelingEPM Planning Tools ExperienceTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingConsolidationVariance AnalysisROI ModelingFinancial Close ProcessesFinancial ReportingData-Driven RecommendationsMarket Trend AnalysisFinancial KPIs MonitoringAudit Trails

Soft Skills

Effective CommunicationMentoringCross-Functional CollaborationStakeholder PartnershipProcess Improvement

Tools & Technologies

Adaptive InsightsVenaHyperionAnaplanNetSuiteSAPOracleMicrosoft Excel

Certifications & Qualifications

MBACPA

Industry Keywords

Private EquitySaaSInvestment BankingFinancial ControlsGlobal Finance

Tech Stack

Tools & technologies

ERPOracle

About the role

Key responsibilities & impact

Lead the global financial planning and forecasting process, including annual budgeting, quarterly rolling forecasts, and long-range planning
Manage planning calendars, consolidate submissions, validate assumptions, and deliver unified financial plans to leadership and the Board
Drive improvements in forecast accuracy and speed
Own global consolidation and financial close processes, including P&L consolidation, intercompany eliminations, and variance analysis
Oversee monthly, quarterly, and annual close cycles and multiple reporting views, including GAAP, non-GAAP, and management reporting
Prepare quarterly Board packages, financial narratives, investor updates, earnings guidance, long-range guidance, and investor materials
Lead enterprise investment governance and capital allocation frameworks
Model ROI, payback, scenario outcomes, and go/no-go criteria for strategic initiatives
Present investment trade-offs and recommendations to leadership and the Board
Track project ROI realization after close
Build financial models for organic growth, M&A, divestitures, portfolio optimization, and exit-readiness scenarios
Lead acquisition financial due diligence, valuation analysis, transaction modeling, synergy cases, and integration financial plans
Evaluate divestiture opportunities and partner with deal teams on economics and decision frameworks
Monitor debt covenants, liquidity metrics, and financial KPIs; model liquidity under various scenarios and escalate risks
Ensure compliance with GAAP, ASC 606, and other accounting standards
Partner with Accounting and Audit to maintain financial controls and improve reporting systems
Analyze business performance drivers, unit economics, and market trends
Provide actionable, data-driven recommendations to executive leadership and business leaders
Report to the Senior Director of Global Strategic Finance and advise executive leadership and the Board

Requirements

What you’ll need

Bachelor's degree preferably in Finance, Accounting, Business, or equivalent experience
8+ years of progressive finance experience, including three-statement financial modeling, budgeting, forecasting, consolidation, and business analysis
5+ years of experience in strategic finance or FP&A, with exposure to board-level reporting and executive partnership
PE-backed or growth-stage SaaS experience
Familiarity with sponsor expectations and exit optionality
M&A experience, including transaction modeling, synergy analysis, due diligence, and integration financial planning, strongly preferred
Global and multi-entity experience across geographies, currencies, entities, and accounting standards
Experience with EPM planning tools such as Adaptive Insights, Vena, Hyperion, or Anaplan
Experience with ERP systems such as NetSuite, SAP, or Oracle
Ability to build and maintain sophisticated financial models with audit trails and documentation
Team leadership experience, including leading cross-functional teams, mentoring finance staff, and driving process improvements
Ability to partner effectively with C-suite leaders, board members, and external stakeholders
Advanced Microsoft Excel skills
MBA is a plus
CPA is a plus
Technology, Software, Private Equity, Investment Banking, or M&A experience is a strong plus

Benefits

Comp & perks

Inclusive employer committed to diversity, equity, and inclusion
Employee resource groups
Tailored resources to help employees reach their full potential
People-first, connected workplace culture
Growth opportunities