Strategic Finance Lead

Key responsibilities will include but not be limited to: Own and maintain the integrated operating and financial model covering budget, forecast, and long-range plan. This person will work hand in hand with the VP of Accounting & Finance, the CFO, and the PE sponsor to oversee and own all finance and reporting functions for the firm.

Unity Search has partnered with a DFW-based, PE-backed distribution company in its search for a Strategic Finance Leader. This person will work hand in hand with the VP of Accounting & Finance, the CFO, and the PE sponsor to oversee and own all finance and reporting functions for the firm. This person must have exceptional financial modeling, analytical, and presentation skills and be motivated by a fast-paced, dynamic environment. Key responsibilities will include but not be limited to:

• Own and maintain the integrated operating and financial model covering budget, forecast, and long-range plan
• Keep key metrics consistent and accurate, including operating drivers, EBITDA, cash flow, leverage, and covenant compliance
• Create a single source of truth for forward-looking financial analysis
• Lead monthly and quarterly reporting packages for lenders and investors
• Support covenant calculations, liquidity forecasting, variance analysis, and ad hoc financing requests
• Partner with the CFO on board materials covering performance, outlook, and key risks and opportunities

This will be a hybrid role with ample flexibility. Compensation for this role will depend on experience but will likely fall in the $180K to $220k range + Bonus.