What are the responsibilities and job description for the Senior Finance Business Partner position at Truity Partners?
Senior Finance Business Partner (43000)
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.
The Senior Finance Business Partner will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- 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.
The Senior Finance Business Partner will possess the following:
EXPERIENCE REQUIRED
- 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.
Equal Opportunity Employer