Lead strategic finance across the platform: build long-range financial and operational models, provide executive decision support, develop reporting/KPIs, evaluate M&A and integrations, improve systems and processes, and partner with leadership to scale portfolio companies.
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.
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