Job Details

Join to apply for the Finance Manager - Operating Company role at Evergreen

Join to apply for the Finance Manager - Operating Company role at Evergreen

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, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.

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.

Job Description

As Finance Manager at an Evergreen-backed operating company, you will be the financial leader for the business. You will lead FP&A and accounting and participate in M&A integration as a core strategic partner in the business. Placed at one of our newly acquired operating companies in the wealth management space, you will be a boots-on-the-ground leader transforming and then managing the finance and accounting functions to meet Evergreen's reporting requirements. You will report directly to the operating company's COO and work with the cross-functional leadership team to manage the business to achieve growth targets. You'll regularly engage with the industry vertical leadership teams on company-wide initiatives, gaining firsthand exposure to the requirements of a private equity-backed company.

We're looking for smart, ambitious, and gritty finance professionals with a desire to lead a finance function at one our operating companies.

Location: San Francisco Bay Area

Responsibilities

• Stand-up financial and operational processes and procedures that meet Evergreen's post-acquisition reporting and internal control requirements
• Facilitate a transition of the routine accounting function to the shared service center
• Deliver timely and accurate financial reporting monthly to the Board in compliance with GAAP accounting standards
• Create actionable and insightful financial analysis to help drive the right strategic decisions and efficiently allocate capital
• Develop accurate financial forecasts, lead annual budgeting process, and proactively manage the financial health of the business to these forecasts and budgets
• Work with the COO to deliver business performance that is repeatedly tracking to expected growth targets
  
  

Requirements

• Demonstrated leadership experience and ability to persevere through adversity
• Strong financial acumen and demonstrated success in highly analytical roles
• Ability to work independently and cross-functionally
• Humble, accountable, and growth-minded
• Positive attitude, high EQ, and natural competitive intensity
• Ownership mindset and willingness to roll-up your sleeves
• Excitement about being a finance leader for the long-term
• MBA, CPA, or CFA is a plus
• Public accounting experience a plus
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Evergreen by 2x

Sign in to set job alerts for “Finance Manager” roles.

Menlo Park, CA $219,000.00-$288,000.00 2 weeks ago

Menlo Park, CA $142,000.00-$205,000.00 2 weeks ago

Manager Strategic Finance - LinkedIn Marketing Solutions

Mountain View, CA $123,000.00-$199,000.00 1 week ago

Manager, Strategic Finance - LinkedIn Marketing Solutions

San Jose, CA $170,000.00-$182,750.00 1 day ago

San Francisco, CA $146,610.00-$207,700.00 2 days ago

Dublin, CA $115,200.00-$216,600.00 1 week ago

San Jose, CA $155,000.00-$170,000.00 1 week ago

Palo Alto, CA $279,990.00-$311,100.00 3 weeks ago

Sunnyvale, CA $115,000.00-$166,000.00 2 weeks ago

Mountain View, CA $187,000.00-$253,000.00 2 weeks ago

San Francisco, CA $120,400.00-$159,500.00 1 month ago

Finance Business Manager - Marketing FP&A

Oakland, CA $121,000.00-$165,000.00 2 weeks ago

Strategic Finance, Manager - Product & Pricing

San Mateo, CA $175,000.00-$200,000.00 6 days ago

San Francisco, CA $150,000.00-$200,000.00 2 weeks ago

San Francisco, CA $100,000.00-$150,000.00 1 month ago

Financial Planning & Analysis (FP&A) Manager

San Mateo County, CA $165,000.00-$185,000.00 2 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr