Pine Services3mo ago

Finance Leader

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Overview

Finance Leader About Pine Services Group Pine Services Group is a long-term holding company within Evergreen Services Group,

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OtherFinance Leader

Finance Leader

About Pine Services Group

Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. We acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful. Our approach is intentionally decentralized. Operating companies within the Pine portfolio lead their businesses day to day, while Pine partners alongside them to provide financial clarity, strategic support, and a strong community of peers needed to drive long-term, sustainable growth.

We are building a disciplined, forward-looking finance engine at the Pine level and are hiring a Director of Finance to play a central role in that effort.

The Role

The Finance Leader owns Pine’s financial execution, reporting cadence, and insight generation across the portfolio. This role connects operating company performance to Pine leadership through clear analysis, strong relationships, and accountability to plan while ensuring financial continuity from acquisition onboarding into steady-state operations.

This is a high-impact, high-ownership role for a finance leader who wants real responsibility, visibility, and trajectory within a growing platform.

What You’ll Do

Portfolio Financial Execution

Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews

Ensure accurate, timely, and consistent financial reporting across Pine and operating companies

Partner with operating company finance leaders to drive clarity and accountability to plan

Insight & Decision Support

Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities

Translate results into implications and recommendations for Pine leadership

Support executive decision-making with concise, well-structured financial narratives

Planning & Forecasting

Lead Pine’s annual budgeting and forecasting processes across the portfolio

Consolidate and communicate plans, forecasts, and key assumptions

Provide scenario analysis tied to business drivers as needed

Data & Reporting Enablement

Advance Pine-level financial and operational reporting capabilities

Improve automation, consistency, and usability of dashboards and reporting

Leverage Excel and business intelligence tools to increase visibility into performance drivers

Value Creation & Integration

Identify and support margin and performance improvement opportunities across the portfolio

Embed accountability into planning and performance discussions

Support financial onboarding and integration of newly acquired operating companies

Acquisition Integration

Support the financial onboarding of newly acquired operating companies

Develop initial budgets and forecasts for new acquisitions

Ensure smooth integration into Pine’s ongoing financial cadence and reporting expectations

What You’ll Bring:

6–15 years of progressive experience in finance, FP&A, accounting, or a blended role

Experience supporting multiple business units, portfolios, or operating companies

Exposure to multiple revenue models (software, services, commissions, etc.)

Strong foundation in financial statements, forecasting, and variance analysis

Advanced Excel skills;experience with PowerBI or similar BI tools strongly preferred

Blended accounting and finance background a plus

Analytical horsepower and fluency in financial drivers

Forward-looking business judgment focused on outcomes and impact

Strong ownership and accountability mindset

Clear, confident executive communication

Why Join Pine

This role offers real ownership and a close partnership with senior leadership, with the chance to shape how a growing portfolio of businesses performs. You’ll work with an experienced, thoughtful team of operators and finance leaders who genuinely enjoy collaborating and solving hard problems together. It’s a place to do meaningful work with good people while building something that lasts. If this sounds like you, we’d love to chat!