Employer description & source details
As Lead Finance Business Partner (reporting into the VP, GTM Finance), you will go beyond traditional FP&A to act as a strategic advisor to the leaders of our Services and Value Engineering organizations. You will own the financial modeling, delivery economics, and operational metrics that drive services gross margin, utilization, and value-selling efficiency. The ideal candidate understands that Professional Services is the accelerator for customer time-to-value and a lever on margin, and that Value Engineering is critical to winning and expanding enterprise deals — and that both must be steered with disciplined cost, capacity, and ROI management. Advisory: Serve as the primary financial co-pilot to the Services and Value Engineering leadership Margin Optimization: Own the Gross Margin modeling for the Services and Value Engineering organizations, identifying levers to optimize delivery costs without sacrificing customer satisfaction. Investment ROI: Evaluate the financial impact and ROI of headcount additions, tools, and strategic initiatives (e.g., insourcing vs. subcontracting delivery capacity, or scaling the VE coverage model). Planning, Forecasting & Capacity Modeling Capacity Planning: Partner with Services and VE leadership to challenge and optimize their capacity and utilization models — stress-testing assumptions, identifying efficiency levers, and ensuring hiring and subcontractor use stay aligned with pipeline, bookings, and delivery backlog. Budgeting: Lead the annual budgeting and monthly forecasting cycles for headcount, program spend, and variable compensation/bonuses for assigned departments. Revenue Forecasting: Partner with Services leadership to forecast professional services revenue recognition based on project milestones, backlog, and book-to-burn
Extracted skills: go, artificial intelligence, excel, sales, finance