What are the responsibilities and job description for the Vice President, Finance and Operations position at PSB Insights?
Title Vice President, Finance and Operations (Hybrid)
Locations Washington DC, NYC, Denver, LA, Portland, or Seattle (in office minimum twice weekly)
PSB Insights www.psbinsights.com
About PSB
PSB Insights is a 47-year global research consultancy helping clients make data-driven decisions that lead to breakthrough strategies and stronger outcomes. We're a passionate team of 70 researchers, scientists, strategists, and storytellers. We hire critical thinkers who want to contribute and learn from the best.
About the Role
We're seeking an experienced VP, Finance and Operations, to join our Executive Leadership Team to lead the financial and operational success of our agency. This is a unique opportunity to shape our future with your commercial expertise. We're looking for a self-starter with a bias for action, a solution-oriented mindset, and an entrepreneurial spirit who thrives in a fast-paced environment. This role reports directly to the CEO.
What you’ll do
Financial Leadership. Advise leadership on financial strategy; manage budgeting, forecasting, and reporting.
- Ensure strong internal controls per IFRS and company guidelines.
- Synthesize financial results into easily understood narratives for both internal stakeholders.
- Oversee Payroll & Benefits in US and UK
- Supervise Sarbanes-Oxley Act (SOX) and internal audits.
- Manage the budgeting and quarterly reforecasting processes.
- Ensure timely and accurate financial close and reporting to corporate.
- Maintain financial reporting dashboards for revenue forecasting, profitability analysis, and KPIs.
Operational Excellence. Provide oversight of the company’s IT systems and help reimagine the operations.
- Guide a strategic shift to implementing AI agents and tools as a new way of operating
- Advise on strategic alliance partnership structures and potential M&A activities.
- Shape business models and lead scenario planning for new revenue streams, e.g., SAAS.
- Oversight of IT systems, operations and information security program including adherence to SOC 2 Type 2 standards and compliance obligations (e.g. client requirements, bus continuity planning, etc.)
What you’ve done and enjoy doing
- Bachelor’s degree in finance, accounting, or related field; CPA preferred.
- 10 years of progressive finance experience, with 5 years in leadership roles.
- Experience with SOX, internal controls for public company financial reporting and IFRS requirements.
- Experience with enterprise financial systems (e.g., SAP Cartesis, Deltek Maconomy preferred).
- Excellent communication and presentation abilities, with the ability to present to C-Suite executives.
Why You'll Want To Be At PSB
We offer a comprehensive benefits package including competitive salary, flexible vacation, up to 12 weeks parental leave, full health coverage, a strong 401(k) match, and a company-wide end-of-year company closure. If you have a desire to grow a business and work with industry thought leaders, we should talk.
