Finance Manager

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100 acquisitions across Managed IT Services, Cybersecurity, Financial Software, ERP Software Partners and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 40 professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B in AUM.

Overview:

In our highly acquisitive, high-growth model, Finance is critical to ensuring we have access to cost-efficient capital and the right information and understanding to manage the business through KPIs, metrics and forecasts. Leadership and capital providers trust our team to provide in-depth financial understanding of our businesses and the industries we operate in.

We’re searching for a Finance Manager to help lead the organization through these mission critical activities of planning, reporting, cash management and investor relations, ensuring we can continue to invest in new and existing businesses and live up to our mission of being the best home for businesses and their leaders. We are looking for an aspiring leader who has a demonstrated track record of strong performance and is excited to own and mature high visibility work-streams in a scaling Finance function.

The Role:

• Lead the month-end financial review and reporting process, resulting in the accurate and timely delivery of financial reporting, management discussion and analysis (MD&A), and Board and lender reporting.
• Partner with our Operating Company Finance teams to review and understand monthly results and critical KPIs across our existing industries and synthesize into executive-level insights and reporting for Evergreen leadership and the Board
• Oversee the company-wide quarterly forecast and annual budget planning processes to successfully steer the business to hit organic growth goals and annual priorities
• Project manage the successful rollout of an EPM tool for financial reporting and planning, in collaboration with Grove (industry) Finance leadership and the Evergreen Accounting team
• Lead ad-hoc projects and financial analyses that drive strategic business decisions or provide insight and understanding into trends
• Assist in cash management and cash strategy workstreams, including review of cash forecasts and internal cash sweep process to drive cash flow efficiency
• Participate in and prepare materials for capital raises, including debt refinancings
• Manage the Holding Company month-end FP&A process, including detailed review of variance analyses and trends and reporting to department leads
• Serve as a true business partner to the Evergreen and Grove leadership teams by identifying new opportunities and risks and providing recommendations

We encourage you to apply if:

• You are highly analytical and have a shrewd business mind. You enjoy thinking about how businesses can improve financially over the long term and base your reasoning in data and logic
• You are data-driven and have managed KPIs and Metrics to make business decisions.
• You have strong EQ and communication skills that allow you to communicate effectively with executives and build collaborative working relationships across the organization
• You are a player-coach who flexes as both a strong individual contributor and a leader who elevates and manages others through coaching and mentorship
• You hold yourself and others to the highest degree of integrity and are comfortable in a governance role
• You are process-oriented and establish clear workflows that ensure scalability, accuracy, and efficiency of your work
• You have led multi-stakeholder projects end-to-end from planning through execution and have the organizational and people skills to ensure accountability throughout
• You are looking for a dynamic, fast-paced environment where you’ll be empowered to own high-impact projects and workstreams

Qualifications:

• BA/BS degree in Finance, Accounting, Business, Economics, or a highly analytical field, preferred
• 5 years of experience in Corporate Finance/FP&A, Investment Banking, or Private Equity
• Strong proficiency in Excel, including advanced modeling
• Strong proficiency in PowerPoint and Executive-level communications
• Experience with PowerBI or other data visualization tools
• Deep experience with EPM tools, such as Onstream, Oracle or Workday

Bonus areas of expertise or experience:

• CPA, CFA or MBA
• Experience at a high-growth company with scaling/maturing finance function.
• Financial systems implementation experience

Other Information:

• This role is based in our San Francisco office (hybrid) and reports to our Senior Vice President of Finance

The salary range for this role is an OTE of $210,000 - $230,000.

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation.

At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.