Strategic Business Partnership

- Serve as the primary Finance Business Partner to the Services Leadership Team.
- Provide financial leadership and strategic decision support to drive profitable growth and operational excellence.
- Partner with business leaders to evaluate investments, resource allocation, organizational design, pricing strategies, and productivity initiatives.
- Support strategic initiatives focused on service growth, warranty conversions, customer retention, field service productivity, and operational effectiveness.
- Challenge assumptions and provide independent financial perspectives to improve business outcomes.
- Drive accountability for financial and operational performance through transparent reporting and performance management.

Financial Planning & Analysis
- Lead annual operating plans, quarterly forecasts, monthly outlooks, and long-range planning processes for the Services organization.
- Develop and maintain driver-based financial models supporting service revenue, gross margin, labor utilization, contract renewal rates, and operating expenses.
- Identify business risks and opportunities and partner with leadership on mitigation and action plans.
- Prepare executive-level financial analyses and recommendations for monthly operating reviews and leadership meetings.
- Enhance forecasting accuracy through improved analytics, operational metrics, and business engagement.

Reporting, Analytics & Automation
- Lead the redesign and modernization of the Services reporting infrastructure.
- Develop and deploy executive KPI dashboards, performance scorecards, and self-service reporting solutions.
- Utilize Tableau to provide timely, accurate, and actionable business insights.
- Drive automation initiatives that improve reporting efficiency, increase data accuracy, and reduce manual effort.
- Establish standardized reporting definitions, KPI frameworks, and data governance practices.
- Create a scalable reporting environment that provides a single source of truth for Services financial and operational performance.
- Partner with IT, Digital, Revenue Operations, and Commercial Finance teams to improve data accessibility, reporting architecture, and business intelligence capabilities.

Performance Management
- Monitor and communicate performance against revenue, gross margin, operating income, productivity, and customer service objectives.
- Conduct variance analyses and identify key performance drivers, risks, and opportunities.
- Support monthly and quarterly business reviews with concise and actionable performance insights.
- Develop operational metrics and performance scorecards that drive accountability throughout the organization.
- Ensure business leaders have visibility to key trends and emerging issues that impact performance.

Process Improvement & Finance Transformation
- Identify opportunities to simplify processes, automate reporting, and improve financial controls.
- Lead initiatives focused on finance transformation, business intelligence, and process scalability.
- Champion continuous improvement and adoption of best practices in forecasting, performance management, and financial analysis.
- Foster a data-driven culture that enables informed decision making across the Services organization.

Qualifications

Education

- Bachelor's degree in Finance, Accounting, Economics, Business Administration,



or a related field required.
- MBA, CPA, CMA, or other advanced professional designation preferred.

Experience
- Minimum 10 years of progressive experience in Finance, FP&A;, Commercial Finance, Operational Finance, or Finance Business Partnering roles.
- Minimum 6 years supporting a Services organization, including Field Service, Technical Service, Professional Services, Customer Support, Service Contracts, or related service-oriented businesses.
- Demonstrated experience partnering with senior business leaders and influencing strategic decisions.
- Proven track record leading reporting transformation, business intelligence, and process improvement initiatives.
- Experience supporting a global business environment preferred.

Technical Skills
- Advanced financial planning, forecasting, budgeting, and financial modeling capabilities.
- Advanced proficiency in Microsoft Excel.
- Advanced proficiency in Tableau and/or Power BI, including dashboard development and data visualization.
- Experience with Oracle ERP, Oracle EPBCS, Salesforce, ServiceMax, Tableau, and Power BI preferred.
- Experience with automation technologies such as Power Automate, Tableau Prep, Alteryx, Python, SQL, Robotic Process Automation (RPA), or similar tools preferred.
- Solid understanding of data management, reporting architecture, and business performance measurement.

Core Competencies
- Strategic Business Partnership
- Financial Planning & Analysis

- Services Business Acumen

- Commercial Acumen
- Business Intelligence & Analytics
- Reporting & Dashboard Development
- Automation & Process Improvement

- Executive Communication

- Change Leadership

- Project Management

- Influencing Without Authority

- Continuous Improvement
- Data-Driven Decision Making

Success Measures Success in this role will be demonstrated through:
- Establishment of Finance as a trusted strategic advisor to Services Leadership.
- Improved forecast accuracy across service revenue, gross margin, utilization, and operating expenses.
- Modernization and automation of the Services reporting infrastructure.
- Deployment and adoption of executive dashboards and KPI reporting tools.
- Reduced reporting cycle times and manual reporting effort.
- Enhanced visibility into service contract profitability, technician productivity, customer retention, and operational performance.
- Improved bu
- rating reviews and leadership meetings.
- Enhance forecasting accuracy through improved analytics, operational metrics, and business engagement.

Reporting, Analytics & Automation
- Lead the redesign and modernization of the Services reporting infrastructure.
- Develop and deploy executive KPI dashboards, performance scorecards, and self-service reporting solutions.
- Utilize Tableau to provide timely, accurate, and actionable business insights.
- Drive automation initiatives that improve reporting efficiency, increase data accuracy, and reduce manual effort.
- Establish standardized reporting definitions,



KPI frameworks, and data governance practices.
- Create a scalable reporting environment that provides a single source of truth for Services financial and operational performance.
- Partner with IT, Digital, Revenue Operations, and Commercial Finance teams to improve data accessibility, reporting architecture, and business intelligence capabilities.

Performance Management
- Monitor and communicate performance against revenue, gross margin, operating income, productivity, and customer service objectives.
- Conduct variance analyses and identify key performance drivers, risks, and opportunities.
- Support monthly and quarterly business reviews with concise and actionable performance insights.
- Develop operational metrics and performance scorecards that drive accountability throughout the organization.
- Ensure business leaders have visibility to key trends and emerging issues that impact performance.

Process Improvement & Finance Transformation
- Identify opportunities to simplify processes, automate reporting, and improve financial controls.
- Lead initiatives focused on finance transformation, business intelligence, and process scalability.
- Champion continuous improvement and adoption of best practices in forecasting, performance management, and financial analysis.
- Foster a data-driven culture that enables informed decision making across the Services organization.

Qualifications

Education

- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
- MBA, CPA, CMA, or other advanced professional designation preferred.

Experience
- Minimum 10 years of progressive experience in Finance, FP&A;, Commercial Finance, Operational Finance, or Finance Business Partnering roles.
- Minimum 6 years supporting a Services organization, including Field Service, Technical Service, Professional Services, Customer Support, Service Contracts, or related service-oriented businesses.
- Demonstrated experience partnering with senior business leaders and influencing strategic decisions.
- Proven track record leading reporting transformation, business intelligence, and process improvement initiatives.
- Experience supporting a global business environment preferred.

Technical Skills
- Advanced financial planning, forecasting, budgeting, and financial modeling capabilities.
- Advanced proficiency in Microsoft Excel.
- Advanced proficiency in Tableau and/or Power BI, including dashboard development and data visualization.
- Experience with Oracle ERP, Oracle EPBCS, Salesforce, ServiceMax, Tableau, and Power BI preferred.
- Experience with automation technologies such as Power Automate, Tableau Prep, Alteryx, Python, SQL, Robotic Process Automation (RPA), or similar tools preferred.
- Solid understanding of data management, reporting architecture, and business performance measurement.

Core Competencies
- Strategic Business Partnership
- Financial Planning & Analysis

- Services Business Acumen

- Commercial Acumen
- Business Intelligence & Analytics
- Reporting & Dashboard Development
- Automation & Process Improvement

- Executive Communication

- Change Leadership

- Project Management

- Influencing Without Authority

- Continuous Improvement
- Data-Driven Decision Making

Interested Candidates can share CV@ [email protected]

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