This organization is experiencing significant growth and preparing for its next phase of expansion, creating an opportunity for a strategic finance leader to support its global Service business. This individual will serve as a key financial partner to senior leadership, driving financial performance, margin improvement, and operational efficiency across the organization.

The ideal candidate combines strong FP&A expertise with a hands-on, business-oriented approach and the ability to translate financial insights into actionable recommendations.

Key Responsibilities

Lead monthly forecasting, annual budgeting, and long-range financial planning for the global Service organization.

Own and analyze service revenue, gross margin, operating costs, and business mix , identifying key performance drivers and improvement opportunities.

Prepare detailed financial analyses, including budget-to-actual variances, forecasts, trends, and root-cause analysis.

Partner closely with senior leadership to provide financial guidance on operational performance, strategic initiatives, and business decisions.

Identify, quantify, and support execution of margin expansion, cost optimization, and profitability improvement initiatives .

Develop financial models and scenario analyses to evaluate pricing strategies, investments, productivity improvements, and ROI.

Establish and monitor financial KPIs related to service growth, operational efficiency, and profitability.

Lead monthly and quarterly business reviews, presenting financial results, risks, opportunities, and recommended actions.

Drive continuous improvement in financial reporting, planning processes, and analytical capabilities.

Collaborate cross-functionally with finance, operations, and business leadership to strengthen financial accountability and support long-term growth.

Ideal Candidate Profile

Bachelor's degree in Finance, Accounting, or a related field.

8+ years of progressive finance experience , including FP&A, financial planning, and strategic business partnership.

Strong experience with budgeting, forecasting, financial modeling, variance analysis, and P&L management .

Background supporting manufacturing, technology, service, or aftermarket operations preferred.

Demonstrated ability to analyze revenue, gross margins, operating costs, and operational performance drivers.

Proven track record of identifying opportunities for profitability improvement and driving measurable business results.

Strong business acumen with the ability to influence senior stakeholders and challenge assumptions.

Advanced Excel and financial modeling skills, with experience developing executive-level reporting and presentations.

Excellent communication skills and the ability to translate complex financial information into clear business recommendations.

Strategic thinker with a hands-on approach, strong ownership mentality, and ability to operate independently in a fast-paced environment.

Additional Details

Location: Chelmsford, MA

Schedule: Hybrid – 4 days onsite / 1 day remote

Base Salary: $150,000–$190,000, depending on experience

Bonus: 15% annual target

Employment Type: Permanent / Full-Time

This is an excellent opportunity for an experienced finance leader to take ownership of financial performance within a global Service organization, partner directly with senior leadership, and contribute to meaningful business growth and transformation.

For immediate consideration, contact Dalton Rolli at drolli@kbwfinancial.com .

KBW Financial | Accounting & Finance Staffing and Recruiting

KBW789

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