Senior Finance Business Partner
Truity Partners
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Our client is an organization in the Milwaukee area looking for a Senior Finance Business Partner . Our client is looking for an experienced strategic finance professional who can operate as a true business partner within a technology organization. This individual will sit alongside Technology leadership, bring a strong commercial and FP&A perspective to strategic decisions, and help shape investment, pricing, growth, and value-creation priorities across the business.
- Serve as the primary strategic finance partner to Technology leadership and participate as a member of the senior leadership team.
- Provide the financial perspective in key business decisions related to growth, investment priorities, product strategy, and operating performance.
- Partner with technology and product leaders to evaluate investments, resource allocation, and expected returns on major initiatives.
- Support the development and evaluation of pricing strategies, including SaaS, platform, and other recurring-revenue models.
- Assess the financial impact and ROI of technology initiatives, product development efforts, and strategic programs.
- Translate financial and operational data into clear business insights, recommendations, and decision support for senior leaders.
- Partner with business leaders to identify performance drivers, risks, and opportunities rather than simply reporting historical results.
- Support strategic planning, forecasting, and long-range financial analysis for the Technology organization.
- Advise leaders on business cases, scenario planning, tradeoffs, and investment decisions.
- Help shape growth strategy for technology-enabled products and platforms, including spend management and related offerings.
- Build strong relationships across Technology, Product, Operations, and Finance to ensure financial thinking is embedded in business decisions.
- Challenge assumptions constructively and bring an independent, commercially minded point of view to leadership discussions.
- Improve the quality, relevance, and usefulness of financial decision support across the Technology organization.
- Support special projects and strategic initiatives where financial analysis and business judgment are critical.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required; MBA preferred.
- 12-15+ years of progressive experience in FP&A, business finance, strategic finance, or finance consulting.
- Demonstrated experience serving as an embedded finance partner within a business unit or functional organization, rather than operating solely in a centralized corporate finance role.
- Technology-heavy or technology-support experience required.
- Strong background in FP&A, strategic planning, business case development, investment analysis, and financial decision support.
- Experience advising senior business leaders on growth strategy, pricing, resource allocation, and return on investment.
- Strong commercial mindset with the ability to understand business problems and use finance to help solve them.
- Excellent communication and executive presence with the ability to influence decisions and build credibility with senior leadership.
- Strong judgment and analytical skills with the ability to synthesize complex information into actionable recommendations.
- Comfortable operating at a strategic level without needing to own detailed accounting, close, or reporting processes.
- Collaborative, curious, and business-oriented with the ability to challenge assumptions while maintaining strong partnerships.
- Proven ability to operate effectively in a complex, fast-moving environment with multiple stakeholders and competing priorities.
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