Director/ VP of Strategic Finance

Job Description
Description
As Shield continues scaling across our portfolio of companies, we are looking for a highly analytical and commercially-minded Strategic Finance leader to help drive financial strategy, operational insights, capital planning, and executive decision support across the platform. This role sits at the intersection of finance, operations, M&A, and executive strategy.

The ideal candidate is equally comfortable building sophisticated financial models, evaluating acquisition opportunities, improving operational reporting, and partnering directly with executives on high-impact strategic initiatives. This is a hands-on role for someone who enjoys building in a fast-moving environment and can balance strategic thinking with detailed execution. Quarterly travel will be expected, as well as periodic in-office presence in the NYC office as business needs require.

Key Responsibilities
Strategic Finance & Business Partnership
Develop long-range financial and operational models to support business planning, investment decisions, and platform scaling initiatives
Evaluate ROI and business impact across growth initiatives, operational investments, pricing strategies, and new market opportunities
Translate complex financial and operational data into clear recommendations for leadership stakeholders
Operational Finance & Performance Insights
Develop operational metrics around recurring revenue, retention, margin performance, utilization, and business health indicators
Partner with operating teams to improve data accuracy, reporting consistency, and financial visibility across multiple systems and entities
Drive scenario modeling, trend analysis, and forecasting to support executive decision-making and business planning
Help establish scalable financial and operational governance processes as the platform continues to grow
M&A, Integrations & Strategic Initiatives
Support acquisition analysis, financial diligence, and integration planning efforts
Assist in evaluating strategic investments, partnerships, and growth opportunities across the portfolio
Partner cross-functionally with finance, operations, and integration teams on post-acquisition performance tracking and operational alignment
Contribute to systems implementations, process improvements, and finance transformation initiatives across Shield and partner companies
Support executive-level materials for Board meetings, investor conversations, and strategic planning discussions
Systems, Data & Process Improvement
Work across multiple systems and data sources to reconcile, validate, and improve financial and operational reporting accuracy
Identify opportunities to automate reporting, improve workflows, and streamline financial processes
Help design scalable, AI-forward finance and operational processes that support a rapidly growing organization
Raise the level of analytical rigor and operational visibility across the business while maintaining speed and adaptability
7–10+ years of experience in strategic finance, investment banking, private equity, consulting, corporate finance, or related environments
~ Strong financial modeling, analytical, and problem-solving capabilities
~ Background in M&A, integrations, or multi-entity/platform businesses strongly preferred
~ Experience working with operational and financial systems, reporting tools, and large datasets
~ Ability to operate comfortably in ambiguity and build structure where needed
~ Brings structure, visibility, and actionable insights to complex operational and financial environments
Improves executive decision-making through thoughtful analysis and strategic partnership
Helps Shield scale operationally and financially while maintaining agility and execution speed